Ezéchiel T. - Business Data Processing and Analysis | Portfolio Management | Commercial Negotiation

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Cotonou, Benin

Experience

Jan 2025 - Present

8 months

Benin

Member of the Service Quality Commission (Member)

Professional Association of Banks and Financial Institutions (APBEF) of Benin

Actively participate in the Commission's activities, whose main goal is to ensure the continuous improvement of the service quality provided by the association's member credit institutions. It helps define and promote high-quality standards, ensure customer satisfaction, and guarantee compliance with ethical and regulatory standards.

Sep 2024 - Oct 2024

2 months

Benin

Interim Head of the SME-SMI Department (Permanent)

Coris Bank International (CBI) Benin

Coordination of the SME-SMI team
Participation in various committees (Commitment Monitoring, Sensitive Files, Recovery, etc.)
Implementation of the commercial action plan
Financing operations and deposit collection
Administrative management of the Department

Jun 2021 - Present

4 years 3 months

Benin

Relationship Manager (Permanent)

Coris Bank International (CBI) Benin

Preparation of financing files
Account management
Monitoring credit maturities, term deposits, and line authorizations
Handling various requests from institutional clients
Commercial prospecting
Monitoring institutional complaints
Sales support
Extraction of commercial and statistical data using SAP Business Objects
BI focal point for the Clientele and Network Department
Analysis of commercial data with Excel VBA and Power BI.

Mar 2021 - Present

4 years 6 months

Freelancer (Consultant)

Part-time Freelancing

Modeling with Power BI, designing dynamic management dashboards (inventory sheet and others) using Excel VBA and Macro.

Aug 2020 - May 2021

10 months

Benin

Assistant Relationship Manager (Fixed-term contract)

Coris Bank International (CBI) Benin

Preparation of financing files
Monitoring credit maturities
Monitoring institutional complaints
Analysis of commercial data with Excel VBA and Power BI.

Nov 2017 - Jan 2018

3 months

Interim Capital Markets and Portfolio Officer (Fixed-term contract)

Société de Gestion et d’Intermédiation (SGI) Africabourse SA

Receiving and/or making client calls regarding the status of their portfolios
Daily management of multi-asset portfolios
Meeting with clients to review their portfolios and present investment opportunities
Interacting daily with multiple teams in the portfolio department
Reviewing and managing existing portfolios and acquiring new potential clients to grow portfolio size
Actively participating in various market operations (e.g., public offerings of stocks, bonds, Sukuk, etc.)

Mar 2017 - Feb 2018

1 year

Securities Negotiator/Trader (Fixed-term contract)

Société de Gestion et d’Intermédiation (SGI) Africabourse SA

Conduct market studies
Execute buy and sell orders in real time and efficiently
Financial analysis
Provide clients with general market information and order execution details

Sep 2016 - Feb 2017

6 months

Financial Analyst (Fixed-term contract)

Africabourse Assets Management (AAM)

Analyze the financial statements of listed companies with recommendations
Conduct market research followed by opportunity recommendations
Analyze securities portfolios at the request of portfolio managers for client meetings
Participate in business meetings to present investment opportunities to companies

Jun 2016 - Aug 2016

3 months

Financial Analyst Intern (Internship)

Africabourse Assets Management (AAM)

Analyze the financial statements of listed companies with recommendations
Conduct market research followed by opportunity recommendations
Analyze securities portfolios at the request of portfolio managers for client meetings

Feb 2015 - Jun 2016

1 year 5 months

Advanced Internship in Financial and Accounting Audit (Internship)

Cabinet d’Expertise Comptable Erudit

Financial analysis, account audit, and market audit
Contributing to the preparation of audit reports
Taking part in various statutory audit assignments (e.g., FECECAM-BENIN, CLCAM, Assurance Mutuelle Agricole du Bénin (AMAB), etc.)
Participating in various financial, accounting, and performance audit missions (ETO OBI ODO / Embassy of the Netherlands, PLAN BENIN and GIZ carried out by CeRADIS NGO, AGETUR-TOGO, PASTR, Projet NICHE BEN 174 UAK, Projet DAEM, PPEA, etc.)
Participating in various inventory missions for in-kind contributions as part of contribution audits (CREDIT ATLANTIQUE, etc.)
Preparing bank reconciliation statements.

Jun 2014 - Dec 2014

7 months

Professional Internship (Internship)

F.A.G.E.C Accounting Firm (Fiduciary Assistance in Management, Expertise, and Consulting)

Preparing bank reconciliation statements
Entering accounting entries in Perfecto
Conducting client inventory
Assisting with tax declaration and payment tasks on behalf of clients.

Apr 2014 - Jun 2014

3 months

Professional Internship (Internship)

National Lottery of Benin (LNB)

Providing betting documentation to the agency network
Displaying lotto and betting results
Faxing results to the various agencies in the network
Keeping daily betting archives.

Sep 2013 - Dec 2013

4 months

Benin

Practical Internship (Internship)

Bank of Africa (BOA) Benin

Greeting clients for basic requests (account opening, checkbook request, bank card request, etc.)
Preparing account opening files
Participating in various prospecting campaigns.

Nov 2012 - Jan 2013

3 months

Professional Internship (Internship)

National Lottery of Benin (LNB)

Recording financial transactions in subsidiary books and journals
Preparing checks for vendor payments and others
Assisting the Section Head with various tasks.

Nov 2011 - Jul 2012

9 months

Organizer (Member)

English Club at ENEAM: Planet Of English Lovers (PEL)

Organizing the club's English activities and monitoring member attendance.

Summary

Financial and data analysis professional with over 8 years of experience. Expert in financial auditing, portfolio management, and business intelligence. Skills in Excel VBA, Power BI, and SAP Business Objects. Adaptable, with a strong ability to work under pressure.