Client Interaction:• Working with individual and corporate clients to recognize their short-term and long-term investment goals.• Conducting risk profiling of clients; including developing their risk profile and matching them with suitable investment opportunities and strategies.Asset Profiling:• Developing the risk profile of financial assets in various asset classes, including stocks, bonds, Exchange-Traded Funds (ETFs), Real Estate Investment Trusts (REITs), Options and Futures.Performance Management of Investment Portfolios:• Monitoring the performance of investment portfolios using risk-based and return-based metrics; and benchmarked them against industry standard.• Estimating Sharpe and Jensen-ratio for performance comparison across asset classes.Financial Analysis and Investment Management:• Regularly monitoring the performance of stocks and bonds of publicly listed companies on the Nigerian Stock Exchange Market to inform buy, sell and hold decisions on current investments.• Analyzing the financial statements and reports of publicly listed companies to access their profitability, solvency and liquidity as viable investment opportunities.Research:• Conducting comprehensive research on non-traditional investment vehicles such as hedge funds, Non-fungible Tokens (NFTs) originating from public and private companies for investment purposes.Risk Analysis and Control:• Working with portfolio managers to hedge against unexpected risks on current investments using derivatives.Report Writing and Correspondence: • Preparing marketing documents such as prospectus, information memorandum, investment teasers, pitchbooks and investment appraisals towards proposed projects including Mergers and Acquisitions, Leveraged Buy-outs and Capital raising schemes.

Financial Reporting:• Prepared accurate and timely financial reports, including income statements, balance sheets, and cash flow statements.• Ensured compliance with accounting standards and regulatory requirements. Budgeting and Forecasting:• Developed annual budgets and financial forecasts.• Monitored budget performance and analyzed variances between actual and budgeted figures. Financial Analysis:• Conducted detailed financial analysis to assess company performance and profitability.• Analyzed financial data to identify trends, opportunities, and risks. Cost Analysis:• Analyzed and controlled costs within the organization.• Identified cost-saving opportunities and provided recommendations to management. Cash Flow Management:• Monitored and managed the company’s cash flow to ensure liquidity.• Developed cash flow forecasts and strategies to optimize cash management. Variance Analysis:• Performed variance analysis to compare actual financial performance against budgets and forecasts.• Investigated and explained significant variances.Internal Controls and Compliance:• Ensured that financial processes and controls were in place and effective.• Maintained compliance with internal policies and external regulatory requirements.Account Reconciliation:• Performed account reconciliations to ensure accuracy and completeness of financial records.• Resolved discrepancies and ensured proper documentation.Audit Support:• Worked with internal and external auditors during financial audits.• Provided necessary documentation and explanations for audit queries.Tax Planning and Compliance:• Assisted with tax planning and ensured compliance with tax regulations.• Prepared and filed tax returns and other statutory filings.• Performance Metrics and KPIs:• Established and monitored key performance indicators (KPIs) to assess financial health and performance.• Provided insights into financial metrics to support business decisions.

Data Collection and Integration:• Collected sales and financial data from various sources such as ERP systems, CRM platforms, and the in-house accounting software.• Cleaned and organized sales and financial data for descriptive and exploratory analysis.Data Analysis:• Analyzed sales trends, revenue streams, and financial performance with Microsoft Excel, Power BI, Pivot tables and Charts.Sales Forecasting:• Developed sales forecasts based on historical data, market trends, and predictive analytics.• Provided projections to support inventory management, production planning, and budgeting.Financial Analysis:• Analyzed financial statements, including income statements, balance sheets, and cash flow statements with ratios for performance evaluation, and benchmarking against industry standards.• Discussed financial reports with investors and management for investment decisions.Performance Metrics and KPIs:• Established key performance indicators (KPIs) to measure sales and financial performance.• Monitored and analyzed KPIs to assess business health and identify areas for improvement.Budgeting and Financial Planning:• Worked with the Finance head and various functional heads for the development of budgets and financial plans.• Analyzed budget variances and provided recommendations to management for corrective actions.Risk Management:• Identifying financial and operational risks related to sales activities.• Developing strategies to mitigate risks and ensure financial stability.

1. Gathered and collated data from various sources, including academic journals, local and international databases, and surveys.2. Cleaned and organized data on Microsoft Excel for analysis, ensuring its accuracy and relevance.3. Conducted comprehensive literature reviews on assigned research topics, summarized key findings and identified gaps in existing research. This provided a solid foundation for ongoing studies.4. Utilized software tools such as SPSS, and E-views to perform statistical analyses to interpret data trends and test hypotheses for our research papers. T5. Utilized various regression and econometric models and methodologies to answer research questions in Microeconomic and Macroeconomic research.6. Wrote concise summaries of research findings and Policy recommendations, suitable for academic and non-academic usage.