Investment Assistant

This position offers a great opportunity for career growth. Key Responsibilities: - Support entrepreneurs through the loan application process and ensure all required documentation is complete - Collect, organize, and verify financial and business information for loan assessments - Capture accurate financial and business data into portfolio management systems - Track loan repayments and conduct follow-ups through calls, messages, or business visits - Prepare repayment status updates, dashboards, and portfolio reports - Maintain organized digital loan records for compliance, audit, and reporting purposes - Collaborate with program teams by sharing business insights and supporting financial literacy initiatives - Provide administrative support, including scheduling assessments, meetings, and investment committee documentation Requirements: - Diploma or Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field - Basic understanding of financial statements and cash flow analysis - Strong written and verbal communication skills - High attention to detail and data accuracy - Good time management and organizational skills - Professionalism, integrity, and teamwork ability - Experience working with entrepreneurs or SMEs is an added advantage