Khadijah Olopade, CFA

Experience

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  Campbell Financial Services

  Nov 2011 - Oct 2012

  Financial Advisor Assistant

  ▪ Assisted in conducting financial needs assessments for clients, gathering information on their financial goals and risk tolerance.▪ Prepared and presented financial plans under the guidance of senior advisors, focusing on investment strategies and retirement planning.▪ Coordinated client meetings and managed follow-up activities, ensuring seamless implementation of financial recommendations.▪ Supported the development of client relationships through effective communication and responsiveness to client inquiries. Show less

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  Equity Capital Solutions

  Nov 2012 - Mar 2013

  Financial Analyst

  ▪ Provided in-depth analysis of institutional financial and operating results, projecting outlooks and offering investment recommendations.▪ Researched and analyzed investment opportunities, facilitating informed decision-making for Equity Capital Solutions Ltd.▪ Identified and recommended improvements to financial systems and processes, driving increased company-wide efficiency and accuracy.

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  Ecobank Nigeria

  Apr 2013 - May 2016

  Financial Advisor - Retail and Commercial Banking

  ▪ Consistently drove monthly sales targets by an average of 25%, significantly contributing to branch revenue growth.▪ Established and maintained strong client relationships through regular check-ins and personalized communication.▪ Served as the primary contact for clients, addressing inquiries and providing proactive portfolio management support.▪ Adapted to changes in market conditions and client needs, resulting in a 20% increase in the adoption of flexible investment plans.▪ Trained clients on utilizing mobile apps for mutual fund monitoring, enhancing their digital financial capabilities.▪ Managed a portfolio of clients with diverse investment goals, successfully increasing mutual fund assets under management by 18%.▪ Achieved a 20% year-over-year growth in assets under management, contributing to the overall success of the branch.▪ Spearheaded a digital literacy initiative for clients, leading to a 30% increase in the adoption of online banking and investment platforms. Show less

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  Meristem Wealth Management Limited

  May 2016 - Jun 2022

  Portfolio Management

  ▪ Managed a high-performing portfolio exceeding $120 million CAD for high-net-worth individuals and institutional clients, achieving exceptional results with an average annual income of $1.5 million.▪ Developed and executed comprehensive business development plans to expand the client base and increase assets under management.▪ Prepared and presented detailed monthly and periodic investment analysis and performance reports to fund investors, providing transparent insights into investment strategies, which resulted in increased investor confidence and loyalty.▪ Proactively engaged with clients to address queries and resolve issues related to portfolio management and trade outcomes, fostering strong client relationships and satisfaction.▪ Actively participated in client meetings, including prospect and annual review meetings, to understand current trends, needs, and solutions.▪ Conducted effective client discovery to uncover opportunities and address clients' financial objectives through product development, risk management, and investment strategies. Show less

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  Medu Logistic Limited

  Jul 2022 - now

  Senior Financial Planning Analyst

  ▪ Ensure the accuracy of 15 ledgers and facilitate the preparation of annual financial statements.▪ Prepare customized reports to support cost-effective management decisions.▪ Track invoices and reconcile payments and cash positions.▪ Research technical accounting issues to ensure proper treatment in accordance with generally accepted accounting principles (GAAP).▪ Conduct periodic ERP and workflow analytics, preventing a loss of approximately $19,000 in the 2022 financial year.