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Executive associate
Job Type: Full-Time


From 0 to 1998
Federal Polytechnic Nekede Owerri
From 0 to 2005
Imo State University , Owerri
No added languages


Executive Associate
Assetswise Capital Limited
August 2008 - Present Day (8 years 11 months)


  • Evaluation/Analysis of client’s business plan.
  • Initiating and execution of Management buyout of companies.
  • Evaluation, analysis and appraisal of prospect Investment companies. – Provision of financial advisories services.
  • Treasury management
  • Investment portfolio management
  • Liaison with regulatory agencies
  • Daily monitoring of clients accounts
  • Managing and resolving of issues from investee companies.
  • Provision of business feasibility and viability services to clients.
  • Undertake and execute due diligence on potential investments.
  • Strategy formulation for companies.
  • Management of Investors fund portfolio


  • Reviewing Research papers developed by team members.
  • Drafting Industry reports that focus on various sectors of the economy.
  • Drafting investment proposals on identified opportunities in relevant economic sectors, markets, or specific companies for consideration.
  • Developing and executing research influenced deployment strategies for investments.

Investment Opportunity Screening

  • Developing Investment screening and Investment Appraisal Memorandums on investment applications, based on Industry and Macroeconomic research as well as analysis of the financial statements and/or financial projections of the applying companies.
  • Conducting due diligence and performance evaluation on companies of interest for investment or buy-out/in transactions.
  • Presenting investment proposals to the Approval Committee for consideration after completion of the Screening and Appraisal process.

Investment Portfolio Management

  • Working with Entrepreneurs to create comprehensive business plans that translate their business ideas into enterprises.
  • Developing and/or reviewing Financial Models that estimate future Project earnings based on assumptions reached after extensive evaluation of market trends, Government Policies and other relevant factors.
  • Working with a team to develop and execute market entry/transition strategy with focus on the Target Market and successful acquisition of a sustainable market share.
  • Drafting and forwarding grant application documents to relevant bodies on behalf of investee companies. Success stories include making the Enhancing Financial Innovation and Access (EFInA) grant shortlist after application documents were reviewed.
  • Monitoring investment portfolios to ensure adherence to Investment
Assistant Manager(Head Project Management Group)
Intercontinental Finance and Investment Ltd-Subsidiary of Legacy Intercontinental Bank Plc
May 2005 - August 2008 (3 years 3 months)

Appraisal/ Evaluation of prospect Business Plans

- Periodic Review of joint venture/investees portfolio performance

  • Monitoring & Evaluation of investees projects in line with set targets.
  • Periodic reports to Regulatory Agencies
  • Loan credit appraisal & Analysis
  • Loans Portfolio Management & Review;
  • Management of IBPLC fund portfolio for SME company investment.
Landmark Finance and Investment Limited
January 2000 - May 2005 (5 years 5 months)
  • v Monthly reconciliation of bank statements.
  • v Monthly management account report preparation
  • v Budget preparation, monitoring and Performance analysis.
  • Debtors performance appraisal using ageing schedule.
  • v Treasury management
  • v Loan portfolio management
  • v Liaison with regulatory agencies
  • v Preparation of CBN quarterly returns report
  • v Liaison with external auditors and other Agencies
  • v Staff payroll preparation
  • v Daily monitoring of clients accounts
  • v Managing and resolving of weak credit
  • v Appraisal of customers credits
  • v Billing of customers accounts