Summary
Overview
Work History
Education
Skills
Websites
Certification
Awards
Affiliations
Languages
References
Timeline
Generic

Sermomo Tungapik

Port Moresby

Summary

Results-driven professional with extensive experience in financial services, investments, corporate services, and customer service in Papua New Guinea (PNG). Proven track record of delivering results, driving operational efficiencies, and fostering collaboration. Career primarily focused on frontline supervisory roles within the investment management space, specifically in investment operations within the Superannuation Industry in PNG. Seeking to broaden career by embracing new challenges and opportunities that allow leveraging of skills and academic training in a dynamic environment, continuing to grow both professionally and personally.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Senior Investment Analyst

Nambawan Super Limited
08.2024 - Current
  • Supported various investment compliance activities, ensuring adherence to prudential standards and other regulatory requirements.
  • Conducted reviews of investment policies, framework, strategy, including SAA, annual reviews.
  • Provided portfolio management support by guiding team members through training and professional development. Responsibilities included attending to corporate actions, transaction facilitation, asset monitoring, and reviews fo proof of ownership and governing documents.
  • Engaged in internal risk and compliance activities, focusing on Business Continuity Planning (BCP) preparedness and maintaining the Departments Operational Risk Register.

Postgraduate Student

Bond University
05.2023 - 08.2024

Studied for a Master of Financial Management at Bond University in Queensland, Australia. An opportunity made possible through an Australia Awards Scholarship.

  • Collaborated on group projects to complete professional deliverables.
  • Searched at library and in scholarly databases to locate necessary information for research projects.

Senior Investment Officer

Nambawan Super Limited
05.2017 - 04.2023
  • Coordinated and administered tasks supporting operations of the Investment Department under the Chief Investment Officer's guidance.
  • Supported relationships with external stakeholders, including offshore custodians, stockbrokers, and money market/foreign exchange dealers, while liaising with internal departments such as Finance, Company Secretariat, Legal, and Risk & Compliance.
  • Assisted in compliance and reviews of investment policies, frameworks, strategies, including SAA, and their annual reviews.
  • Supported team members in portfolio management , handling corporate actions, transaction facilitation, and monitoring proof of ownership and governing documents.
  • Served as lead analyst for monitoring and executing transactions related to the Fund's cash and fixed income investments.

Corporate Services Manager

British High Commission in Port Moresby
05.2016 - 04.2017

The British High Commission in Port Moresby is part of the global Foreign and Commonwealth Office (FCO) network, representing British political, military, economic, visa, and consular interests

  • This locally engaged position involved managing a small team and collaborating with the Deputy High Commissioner on finance, human resources, IT, and estate management operations at the Port Moresby post
  • It also included interactions with other posts within the Asia-Pacific regional network and FCO headquarters in the UK

Team Leader, Portfolio Administration & Compliance

Kina Funds Management Limited
02.2014 - 02.2016
  • Supervised a team of four Portfolio Administrators for institutional clients, including Superannuation Funds, an Insurance company, and a Landowner Association, managing a total FUM of circa PGK8 (USD2.5) billion across various asset classes, locally and internationally.
  • Ensured strict adherence to established processes, compliance regulations, and client investment strategies, including service level agreements, while administering portfolios and facilitating transactions and reporting.
  • Set performance expectations, monitored team progress, and provided constructive feedback.
  • Delegated responsibilities to team members based on individual strengths and expertise, empowering them to take ownership of tasks.
  • Managed conflict resolution, fostering a collaborative and positive work environment.
  • Supported the General Manager with management reports and contributed to business development initiatives.

Senior Portfolio Administrator

Kina Funds Management Limited
10.2011 - 02.2014
  • The role entails monitoring, analysing, and ensuring the compliance of client investment portfolios
  • It also involves preparing investment portfolio and performance reports
  • Additionally, the role includes assisting team members with tasks as deemed appropriate by the Team Leader, Portfolio, and Investment Fund Manager

Portfolio Administrator

Kina Funds Management Limited
05.2011 - 10.2011
  • Responsibilities encompass the monitoring, updating, and reporting of client investment portfolios
  • These portfolios comprise cash, fixed assets, both listed and unlisted equities-international and domestic-along with properties and other assets
  • It is a collaborative team role that oversees the management of investments tailored to each client's specifications

Commerical Projects Co-ordinator

Bemobile Limited
10.2010 - 05.2011

Supported various commercial projects within the Revenue department, with a primary focus on managing project timelines and evaluating key performance indicators such as cost and time efficiency. Examples include initiatives like mobile payment solutions.

Customer Service Representative

Bemobile Limited
10.2009 - 10.2010
  • Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
  • Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
  • Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
  • Responded to customer requests for products, services, and company information.

Education

Master of Financial Management - Finance and Financial Management Services

Bond University
Gold Coast, Queensland
08.2024

Diploma in Accounting - Accounting

IEA College of TAFE, Ela Beach Campus (PNG)
Port Moresby, NCD
12.2013

Bachelor of Business and Management - Public Policy Management

The University of Papua New Guinea (UPNG)
Port Moresby, NCD
10.2009

Skills

  • Compliance Monitoring
  • Due diligence
  • Portfolio Management
  • Asset Allocation
  • Analytical Thinking
  • Teamwork and Collaboration
  • Problem-Solving
  • Customer Service-Oriented
  • Asset Management
  • Time Management
  • Creative Thinking
  • Fixed Income Analysis

Certification

  • Bloomberg Finance Fundamentals, Certificate
  • Banking 101 Certification, S&P Global Market Intelligence
  • CFA Institute Performance Attribution, Badge
  • Bloomberg Market Concepts, Certificate
  • Capital IQ Pro 101 Certification, Certificate
  • CFA Investment Foundations® Certificate

Awards

  • Australia Awards Scholarship, Recipient, 23/24
  • Bond Business School Executive Dean’s Awards 242, First in Class ENFB71-305

Affiliations

  • CPA PNG -Registered Accounting Technician (RAT)-11502
  • Papua New Guinea Australia Alumni Association (PNGAAA)

Languages

English
Proficient
C2
Tok Pisin (PNG)
Advanced
C1
Kuanua (Tolai language)
Upper intermediate
B2

References

Pochon Lili

Chief Financial Officer

Nambawan Super Limited

Phone: +675 71995022

Email: plili@nambawansuper.com.pg


Georgina Tadigu

Senior Finance Manager

Nambawan Super Limited

Phone: +675 72301165 

Email: gtadigu@nambawansuper.com.pg

Rand Low, PhD
Associate Professor of Quantitative Finance @ Bond University
Honorary Associate Professor @ University of Queensland

Phone: +61 0411 653 359
Email: rlow@bond.edu.au  
           R.low@business.uq.edu.au

Timeline

Senior Investment Analyst

Nambawan Super Limited
08.2024 - Current

Postgraduate Student

Bond University
05.2023 - 08.2024

Senior Investment Officer

Nambawan Super Limited
05.2017 - 04.2023

Corporate Services Manager

British High Commission in Port Moresby
05.2016 - 04.2017

Team Leader, Portfolio Administration & Compliance

Kina Funds Management Limited
02.2014 - 02.2016

Senior Portfolio Administrator

Kina Funds Management Limited
10.2011 - 02.2014

Portfolio Administrator

Kina Funds Management Limited
05.2011 - 10.2011

Commerical Projects Co-ordinator

Bemobile Limited
10.2010 - 05.2011

Customer Service Representative

Bemobile Limited
10.2009 - 10.2010

Master of Financial Management - Finance and Financial Management Services

Bond University

Diploma in Accounting - Accounting

IEA College of TAFE, Ela Beach Campus (PNG)

Bachelor of Business and Management - Public Policy Management

The University of Papua New Guinea (UPNG)
Sermomo Tungapik