Investment Assistant at Somo

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