Investment Analyst

• Sep 2023 - Present

Independent Consultant

• Jan 2022 - Present

Investment Management Investment Management

Investment Associate

• Feb 2023 - Jul 2023

⇢Project Finance: Project Finance & Project Syndication Project finance to fund business expansion, new acquisitions and debt restructuring through various intermediaries including identification of potential investors, private placements and listings & determining the optimal debt to equity structure. Project syndication through identification of local and/or overseas investors for new or expansion AIS projects both in Africa and abroad ⇢Due Diligence: Providing assurance on the financial and the commercial aspect of businesses Financial or operational due diligence involving verification of operations, management and material facts related to AIS potential businesses. ⇢Valuation Services Valuing businesses based on internationally accepted standards with full consideration of the nature of the transaction and inherent factors associated with each valuation. ⇢Capital market development & support Transaction advisory services on Initial Public Offerings (IPOs), privatization and business combinations by providing advice on the financial, legal and tax implications of the transaction, structuring the transaction and identifying potential investors. ⇢Financial Modeling Preparing project feasibility studies to ensure AIS projects being undertaken are viable and sustainable by assessing operational strategies, financial implications and sensitivity analysis. Show less

Investment Consultant - African Tech

• Mar 2022 - Jan 2023

An incredible team & work environment Role ⇢Identifying and analysing profitable & attractive start-up investments in Africa for potential listing on daba. Industry ⇢Pre-seed and seed stage companies in the African Tech ecosystem Main Responsibilities ✅ Investment analysis, Valuation and recommendation ⇢Conducting full-fledged investment analysis of tech startups within the African ecosystem ✅ Deal Sourcing & Origination ⇢Maintaining a deal pipeline from the daba platform and independent leads ✅ Business Development 🤝 ⇢Maintaining relationships with diverse individuals and organizations aligned with daba's mission, including, but not limited to current/potential funders and clients/partners/investors. ✅ Industry Research ⇢Stay ahead of current trends by identifying new business opportunities - new markets, growth areas, trends, customers, partnerships, programs and services - or new ways of reaching existing investors ⇢Maintain an evolving industry map on the technology industry in Africa on a revolving basis ✅ Fundraising 💰 ⌾ Fundraising with retail and institutional investors and current and prospective listed companies to drive daba's fundraising plan Show less

Investment Officer

• May 2021 - Dec 2021

Investment Officer | May 2021- December 2021 Work Environment: Remote ✅Deal Sourcing & Underwriting ⇢Underwriting investment memos for the clean energy sector; solar off-grid, solar home systems, solar distribution and LPG. ⇢Completed bottom-up credit analysis by analyzing borrowers' operating history, competitive position within the industry & financial ratios linked to profitability ✅Internal & External Reporting ⇢Completed quarterly reports & debt restructuring reports, both externally and internally for fund investors and management ✅Advisory & Portfolio Monitoring ⇢Monitored performance of portfolio companies ensuring they meet covenant requirements ✅ESG Analysis ⇢Used in-house screens to evaluate borrowers position on favorable ESG characteristics with preference for projects that reduced air pollution, recycled post-consumer waste products, invested in alternative construction materials for environmentally sustainable buildings and others including but not limited to gender diversity, female employee retention & child labor issues. ⇢Used in-house ESG ratings to evaluate borrowers within the clean energy sector ⇢Evaluated how potential borrowers promoted the UN SDG goals Show less

Investment Analyst

• Jan 2020 - Dec 2020

Investment Analyst | Feb 2020 - Jan 2021 Role:This role involved conducting a thorough analysis and providing high-quality Investment Memos and financial models for new and/or existing companies in the Pan-African ecosystem. I also took the role of operations to ensure thorough analysis and Fact Sheet reporting in accordance with the Nabo criteria. ✅ Performance Evaluation & Attribution ⇢Maintained a daily dashboard of fixed income and equity benchmarked returns; Output was used to drive investment decisions on asset allocation and security selection by Investment Committee ⇢Completed quarterly reports both externally and internally for fund investors and management ⇢Completed monthly factsheets for the Money Market & Fixed Income USD portfolios ⇢Maintained a dashboard of daily performance of all portfolios ✅ Industry Research & Macroeconomic Analysis ⇢Created and maintained screens with KPIs for attractive investment opportunities across all sectors ⇢Submitted daily newsletter highlighting key areas of economic/political interest to the Investment Team & other departments ⇢Created and maintained quarterly country macroeconomic reports for countries of interest: Morocco, Egypt, Tunisia & Kenya ✅Deal Sourcing ⇢Identified & invested in an equity investment from the macroeconomic screens on a leading agricultural opportunity Egypt ⇢Created equity valuations models and independent investment report presentations for the Investment Committee ⇢Conducted calls with the management of any existing or investable deals ⇢Used Bloomberg for data collection and analysis ✅Operations & Portfolio Management ⇢Maintained daily prices of equities on APX and used the data to maintain a granular portfolio performance dashboard for the Investment Committee's daily meetings ⇢Handled report generation and /or redemption requirements for clients on ad hoc basis ⇢Supported operations team on ad hoc basis Show less

Equity Research Analyst

• Sep 2019 - Feb 2020

Investment Analyst | September 2019- January 2020 Work Environment: On-Site ~Supported the business development team in acquisition and due diligence efforts through market research ~Created and updated equity models for local Kenyan banks in the fund portfolio ~Maintained daily pricing screens ~Supported OMIG operations team as per business needs Investment Analyst | September 2019- January 2020 Work Environment: On-Site ~Supported the business development team in acquisition and due diligence efforts through market research ~Created and updated equity models for local Kenyan banks in the fund portfolio ~Maintained daily pricing screens ~Supported OMIG operations team as per business needs

Financial Analyst

• Jan 2016 - Aug 2019

-Provided analytical, forecasting, reporting, and project support to senior management -Produced monthly reports, which include key metrics, financial results, and variance reporting -Spearheaded the annual and quarterly budgeting and forecasting processes -Identified opportunities for performance improvement across the organization -Maintained knowledge and keep abreast of new investment regulations or policies -Developed models that help with decision-making -Provided analytical, forecasting, reporting, and project support to senior management -Produced monthly reports, which include key metrics, financial results, and variance reporting -Spearheaded the annual and quarterly budgeting and forecasting processes -Identified opportunities for performance improvement across the organization -Maintained knowledge and keep abreast of new investment regulations or policies -Developed models that help with decision-making