Investment Assistant

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
  

• 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