Fintech

Responsible for the operations of Merson’s principal investments portfolio in the Healthcare, Real Estate, Services and Energy sectors. This includes:o Business and Concept Developmento Contract and Procure Managemento Client Interfacing (government, corporates, chieftaincies etc.)o Project Investment and Business Case Analysiso Financial modelling and budgetingo Operations and HR Managemento Project Management, Initiation and Planningo Project Information… Show more Responsible for the operations of Merson’s principal investments portfolio in the Healthcare, Real Estate, Services and Energy sectors. This includes:o Business and Concept Developmento Contract and Procure Managemento Client Interfacing (government, corporates, chieftaincies etc.)o Project Investment and Business Case Analysiso Financial modelling and budgetingo Operations and HR Managemento Project Management, Initiation and Planningo Project Information Memorandumo Research and Market Analysiso Sales and Marketingo Project Reportingo Legal Document Structuring, Review and Execution Show less

• Completed an extensive, high-impact, value-chain and corporate social responsibility investment analysis for Ghana’s premier food processing company whose clients include breweries and foreign-aid agencies. This included a long-term business strategy analysis of its production, storage, sales and distribution, marketing, market penetration and capital expenditure.• Developed a cashless credit-financing model that mitigates the high credit and default-risk inherent in providing… Show more • Completed an extensive, high-impact, value-chain and corporate social responsibility investment analysis for Ghana’s premier food processing company whose clients include breweries and foreign-aid agencies. This included a long-term business strategy analysis of its production, storage, sales and distribution, marketing, market penetration and capital expenditure.• Developed a cashless credit-financing model that mitigates the high credit and default-risk inherent in providing rural/agri-finance, especially to smallholder farmers.• Retained by a client to assist a micro-finance lender in delivering a Mass Retail Banking market analysis and strategy to serve the extremely poor, un(der)served and un(der)banked populace.• Performed a feasibility study and recommended a business strategy that empowers smallholder farmers by emphasizing access to: Short-term operational loans, Mechanization, Markets, Decision making, Technical expertise, Assets, Equality for women and Scaling up.• Significant experience with Maize, Rice and Soya: sourcing, logistics and access to market.• Experience collaborating with technical partners.• Travelled the SADA Region extensively to interview farmers (rice, maize, soybean), aggregators, input suppliers, storage owners and technical experts to find out what the constraints and concerns were and what could be done to alleviate them. This resulted in increased production, food security and improved the livelihoods of everyone within the value-chain, especially the smallholder farmer.• Developed a private banking feasibility study to determine whether the creation of a distinctive and highly integrated “Private” bank that serves High Net Worth Individuals and their respective businesses is a sustainable and economically viable business opportunity in Ghana. Show less

• Division head of MF Global’s Energy, Metals and Agricultural counterparty credit risk portfolio, which had market risk in excess of USD 3.0 billion.• Managed and supervised a team of four analysts. • Held weekly team meetings to address the company’s outstanding credit and market risk issues. • Liaised with the Market Risk Group to establish and monitor appropriate in-house counterparty risk limits in accordance with the firm’s risk guidelines.• Futures Credit Risk… Show more • Division head of MF Global’s Energy, Metals and Agricultural counterparty credit risk portfolio, which had market risk in excess of USD 3.0 billion.• Managed and supervised a team of four analysts. • Held weekly team meetings to address the company’s outstanding credit and market risk issues. • Liaised with the Market Risk Group to establish and monitor appropriate in-house counterparty risk limits in accordance with the firm’s risk guidelines.• Futures Credit Risk representative at the monthly Board of Directors and Chief Risk Officer meeting. This included compiling the data and synopsis on counterparties that could render the firm insolvent if they too became insolvent.• Member of the Global Credit Risk Committee, of ten, to discuss the commercial viability of new and existing credit deals and counterparty risk limits.• Member of the Enterprise Risk Management (ERM) Committee to enhance the firm’s risk-based approach by integrating concepts of internal control, the Sarbanes–Oxley Act and strategic planning.• Met weekly with the Global heads of the Energy, Metals and Agricultural products trading desks to discuss ideas to help grow their respective businesses by streamlining the credit-risk review process. • Established and managed relationships with the executive management of top-tier energy, mining and agricultural companies in order to better assess their needs and the firm’s counterparty risk.• Originated and managed the closing of a USD 300 million debt capital margin financing deal (ETD and OTC) with a liquidity provider.• Originated and managed the closing of a USD 50 million debt capital margin financing deal (ETD and OTC) with a global supply chain company.• Part of the senior management team that met frequently with clients to present and discuss the firm’s risk policies and procedures. • Contributed to the forty percent growth of business by developing a responsive tool to analyze potential credit risk inherent in new businesses. Show less

• Instrumental in approving management’s strategy to expand its operations in Brazil in order to enhance the firm’s ability to continue to create more value for its shareholders. Part of the strategy included an Initial Public Offering (“IPO”)• Worked with other members of the board and management to prepare the firm for its IPO.• Attended weekly Audit Committee meetings with the firm’s legal counsel and auditors to ensure that the firm was in compliance with the rules and regulations… Show more • Instrumental in approving management’s strategy to expand its operations in Brazil in order to enhance the firm’s ability to continue to create more value for its shareholders. Part of the strategy included an Initial Public Offering (“IPO”)• Worked with other members of the board and management to prepare the firm for its IPO.• Attended weekly Audit Committee meetings with the firm’s legal counsel and auditors to ensure that the firm was in compliance with the rules and regulations of the United States Securities and Exchange Commission (SEC) prior to its IPO.• Ensured that the firm’s pro-forma balance sheet was in compliance with US GAAP (Generally Accepted Accounting Principles).• Ensured that the firm’s divestiture of some of its assets were not in violation of its outstanding covenants with debtors and also enhanced shareholder value. Show less

• Assessed the daily exposure of portfolios, regulated and non-regulated products, which had risk beyond margining due to short-options, using CME Span and Refco’s proprietary tool - RiskWatch.• Advised brokers on client’s portfolio risk mitigation.• Liaised with the Market Risk department in monitoring portfolios that were susceptible to large market swings due to trading strategies employed and market movements.

• Ensured that margined accounts of counterparties were in compliance with the Commodity Futures Trading Commission’s (CFTC) rules and regulations. • Helped develop a Cross-Product Netting (CPN) system that reduced the collateral counterparties needed for margined accounts.