• Collaborate with Senior Advisors to conduct comprehensive client assessments, analyze financial status, preferences, and objectives• Assist in developing tailored investment strategies aligned with clients' goals, encompassing both equity and debt financing options• Prepare detailed investment proposals, presentations, and financial models for clients and potential investors• Maintain client relationships, ensuring satisfaction throughout the investment process, and furnishing regular updates• Create and manage documentation, reports, and data analysis for projects and client assignments• Support Project Managers in creating budgets, and work plans, tracking project progress, and reporting key metrics• Assist with regional business development for FACS and fintech subsidiary LendXS in Africa• Support lead identification, origination, proposal development, and overall enhancement of the contact-to-contract BD process• Share relevant information on partners, programs, sector news, analyses, research, developments, and trends with the team

• Oversaw agri-finance and impact investment advisory assignments with precision and strategic insight• Analyzed financial statements for performance calculation and contributed to investment research & analysis, and business case development to enhance value output for the company's clientele• Tracked, forecasted, and reported project progress, including key performance metrics to ensure optimal outcomes• Crafted innovative proposals to explore new business opportunities with potential clients, showcasing a proactive approach to business development• Oversaw the preparation of work plans and budgets, effectively managing expenditures to meet organizational goals• Coordinated and conducted field research and reporting for all fieldwork assignments, guaranteeing accurate and timely data collection• Provided valuable guidance and support to junior staff during deal onboarding, facilitating a smooth transition into the organization

• Conducted financial and business analysis to produce detailed reports for management and stakeholders• Aided in data analysis and manipulation efforts to generate reports on emerging business trends.• Reviewed and upheld infrastructure elements to ensure compliance with current policy documents and manuals• Formulated policies, internal controls, and functional requirements to optimize quality, performance, and external interfaces• Identified issues and opportunities through data analysis, supporting various departments• Provided practical solutions to meet stakeholder and client requirements, enhancing efficiency and value• Reviewed customer feedback to recommend improvements to processes and customer service operations.

• Oversaw clients' portfolios under the supervision of Relationship Managers, resulting in improved product offerings and sales growth• Presented innovative initiatives to clients through compelling presentations, driving participation in member/client forums• Collaborated with relationship managers to streamline documentation processes, verify compliance checks, prepare Board meeting presentations, and organize sales & marketing events.• Oversaw secretarial tasks including agenda pack preparation, minute drafting, and client information account management• Administered meticulous records, filed contracts, labeled documents, and digitized all files for efficient retrieval on servers