Solomon Lodo Email & Phone Number

Ghana

Ghana

Ghana

Manage the Personal Pension Portfolio with a total portfolio value of over Five million Ghana cedis.• Reconcile daily cash accounts.• Prepare daily and monthly valuation reports of assigned schemes• Compile monthly reports from fund managers/custodians at agreed times• Process quarterly statements for all individual clients of assigned schemes• Prepare quarterly reports on fees earned by all stakeholders and process payment of same through various banking platforms.• Ensure compliance with all regulatory requirementsAssist Fund Administrator in performing the following duties:• Monitor Fund Managers to ensure timely investment of clients funds.• Monitor performance of fund managers to ensure it complies with targets set in the Statement of Investment Policy• Ensure returns made on investment [ROI] are in line with minimum benchmark set• Ensure investment instruments bought are in line with agreed and fall within NPRA parameters

Accra, Greater Accra, Ghana

Ghana

Provided business advisory services for Small and Medium Enterprises (SME’s) under the USAID Financing Ghanaian Agriculture Project (FinGAP). This capacity building service aided them in growing their business as well keeping records of their business growth.• Advised Small and Medium Enterprises (SME’s) on building and managing their enterprises and marketed the company’s products to increase sales.• Field officer for the Access Bank Ghana Limited, Financial Inclusion Project for Village Savings and Loans Association (VSLA) in partnership with MasterCard Foundation. I helped to signed up VSLA in the Greater Region.• Responsible for developing relationships with customers, introducing new products, and supporting other departments

Accra, Airport Residential . Ghana

. Monitoring and evaluation of portfolio• Monthly and Quarterly review of projects • Preparing of PROJECT inspection report• Organize development seminars for SMEs clients.• Build / Strengthen relationships with specific clients.• Conduct Due Diligence Process of prospective projects

Ghana

Coordinated and educated clients on the various insurance policies available and recommending the suitable ones. Educated clients on the various insurance products of the company before they purchased their policies.• Underwrote some of the insurance policies for clients and renewed insurance policies upon expiry. Recorded insurance policies of clients in a system software of the companyLeadership

Master Of Science-Msc. Industrial Finance And Investment

Relevant Courses: Financial Econometrics, International Money and Finance, Derivatives and Risk Management, Strategic Financial.

Bachelor'S Degree, Economics

Relevant Courses: Econometric, Public Finance , International Economics, Monetary Economics, Mathematical Economics, Research Methods.