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