Prepare information memoranda (60%): Develop detail documents that provide comprehensive information about a company, project, or investment opportunity, often used in M&A transactions or capital raising.Drive preparation of pitch materials (40%): Take the lead in creating documents and presentations used to pitch ideas, products, or services to clients or potential investors.Meet client needs and objectives (50%): Collaborate on ensuring that identified opportunities are aligned with client goals and objectives to provide tailored solutions to meet their specific requirements and maximize value.Streamline operational efficiency by identifying areas for improvement and proposing actionable solutions.Effectively supervise multiple competing priorities while maintaining focus on delivering exceptional results for clients and the organization.Supervised and coordinate due diligence processes to ensure comprehensive analysis and risk assessment. Identify and assess potential risks associated with the transaction or project being evaluated, providing insights to support informed decision-making and risk mitigation strategies.

Lead financial analysis (30%): Oversee most aspects of financial analysis, ensuring accuracy and relevance to organizational goals.Conduct complex company valuations (25%): Participate in the utilization of advance methodologies to determine the value of companies, considering various factors such as industry trends, market conditions, and financial performance.Perform financial modeling (25-30%): Develop comprehensive financial models to assess various scenarios and make informed decisions.Conduct scenario analysis (40%): Evaluate different scenarios to anticipate potential outcomes and mitigate risks, providing valuable insights for strategic planning and decision-making.Take a proactive role in deal origination by identifying and evaluating potential opportunities to meet client needs and objectives to stay ahead of market trends and client demands.

Mentor and guide junior team members, fostering their professional growth and contributing to team success through effective leadership and knowledge sharing.Participated actively in the development and implementation of cross-regional business strategies, while leveraging insights and collaborative efforts to drive organizational growth and expansion in the Ghanaian market, this I did through capacity building.Conducted market intelligence activities, delivering valuable insights to both the marketing team and Asset Management Unit. These insights played a crucial role in driving product innovation and pricing strategies by aligning market trends, competitor activities, and customer preferences.Played a key role in leveraging financial analysis to inform decision-making and drive continuous improvement initiatives.I worked closely with management to create thorough financial forecasts, analyze business trends, and provide recommendations to support sustained organizational growth in a highly complex environment.

I personally spearheaded the generating 40-50% of the company's business through investments and fees, amounting to over 250 million Ghana Cedis, out of a total Funds Under Management (FUM) of approximately 500 million Ghana Cedis plus.I consistently met sales targets across fixed income managed funds, mutual funds, and customer acquisition, directly contributing to the company's revenue growth.I developed expertise in cultivating strong client relationships to enhance customer loyalty and establish enduring partnerships.

I successfully achieved a 100% target by reaching a 50 million annual target within the initial six-month probationary period upon joining the company. This accomplishment was replicated by the end of the second quarter of the following year post-confirmation of service, leading to a promotion.I developed and executed impactful marketing and sales strategies that significantly boosted customer engagement and revenue. By exceeding all Key Performance Indicators (KPIs), I demonstrated exceptional performance in driving results.

During my brief tenure at Midland, I successfully identified, acquired, and retained institutional and high net worth individual clients. I specialized in identifying business that were in the lower tier, study their market and trends to provide practical and strategic insights on their potential growth to make them bankable. This translated to term deposit investments and loan portfolio exceeding 200 million Ghana Cedis within the first 6 months through strategic client engagement and relationship management, significantly contributing to business growth and revenue generation. I also carried out thorough due diligence on customer credit requests, offering valuable insights to inform approval and disbursement decision-making processes.

Contracted with Praisel Consult Limited for the Millennium Development Authority, under the Millennium Challenge Compact between Ghana and the USA, initiated in 2006. I Led engagement efforts between SMEs that were affected by the N1 road project and the government to facilitate amicable settlements. I was involved in negotiating key aspects of the strategic plans for the Millennium Development Goals, ensuring timely and successful execution of agreements between Ghana and the USA.