Portfolio Intern
AI Summary
A Portfolio Intern supports the Portfolio Management team in monitoring and analyzing SME portfolio performance, preparing performance reports, and maintaining dashboards.
About this role
Who We Are
We’re a passionate team determined to challenge the status quo and make financial inclusion count for the millions of under-banked individuals and small business owners in Nigeria. We provide loans, savings, and fixed deposit solutions to our customers. Our vision is to be the most convenient lending company, delivering outstanding service experience.
The Role
The SME Portfolio Intern will support the Portfolio Management team in monitoring and analyzing the performance of SME customers. The role provides hands-on experience in portfolio management, data analysis, reporting, and business intelligence while developing practical skills in financial services and customer portfolio optimization.
This role is ideal for someone who is analytical, detail-oriented, and eager to build expertise in data analytics, portfolio management, and business performance within a dynamic and technology-driven environment.
What You Will Do
• Assist in monitoring the performance of SME portfolios using reports and dashboards.
• Support the preparation of daily, weekly, and monthly portfolio performance reports.
• Analyze portfolio data to identify trends, patterns, and opportunities for improvement.
• Assist in maintaining accurate portfolio records and ensuring data integrity.
• Support the creation and maintenance of dashboards using Power BI or other reporting tools.
• Assist with data extraction, cleaning, validation, and reconciliation.
• Conduct research and provide analytical insights to support portfolio management initiatives.
• Collaborate with the Portfolio, Risk, Product, and Operations teams on data-driven projects.
• Assist with ad hoc reporting and business analysis requests.
• Maintain high levels of accuracy and confidentiality when handling customer and portfolio data.
Requirements
What You Bring
Educational Qualification
• Recent graduate with a Bachelor's degree in Economics, Statistics, Mathematics, Computer Science, Business Administration, Accounting, Finance, Engineering, or a related discipline.
• Must have successfully completed the National Youth Service Corps (NYSC) programme.
• Strong academic record.
Experience
• Previous internship, academic project, or coursework in data analytics, business intelligence, finance, banking, or a related field is an added advantage.
• Basic knowledge of data analysis, reporting, and business intelligence concepts is beneficial.
Professional Competencies
• Basic knowledge of Microsoft Excel for data analysis.
• Basic understanding of Power BI, SQL, MySQL, or similar reporting tools is an advantage.
• Strong analytical and problem-solving skills.
• Data cleaning and validation skills.
• Research and reporting skills.
• Excellent attention to detail and accuracy.
• Good written and verbal communication skills.
• Ability to work collaboratively within cross-functional teams.
• Integrity and confidentiality when handling business data.
This Role Is Ideal For You If:
• You enjoy working with data and solving business problems.
• You have a strong interest in data analytics, business intelligence, and financial services.
• You are detail-oriented and committed to delivering accurate work.
• You enjoy identifying trends and turning data into actionable insights.
• You are eager to learn new analytical tools and technologies.
• You can manage multiple tasks while meeting deadlines.
• You work well independently and within a team.
You May Not Enjoy This Role If:
• You dislike working with numbers, data, and reports.
• You struggle with attention to detail and data accuracy.
• You are uncomfortable using analytical tools or learning new technologies.
• You prefer highly unstructured work with minimal reporting responsibilities.
• You are not interested in business analysis or financial services.
Benefits
What's In It For You
• Hands-on exposure to SME portfolio management and financial services.
• Opportunity to develop practical data analytics and business intelligence skills.
• Experience working with reporting tools such as Power BI and Excel.
• Mentorship from experienced portfolio management professionals.
• Exposure to cross-functional collaboration across Portfolio, Risk, Product, and Operations teams.
Skills
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