Years of experience in investment management and analysis
Nana Yaw Marfo
Investment Manager
Accra
Overview
5
5
Work History
Subject Matter Expert - Financial Logic & Strategy
Ladder Africa
Accra, Ghana
04.2025 - Current
- Defined the criteria and logic behind LADY's (AI tool) financial recommendations and automated actions, ensuring alignment with user goals and financial best practices.
- Created the financial logic plan behind Ladder's Financial Planning Tool and the LADY Budget functionality, ensuring clear, data-driven criteria for financial advice and AI budget building.
- Led cross-functional teams to develop and implement new AI Budgeting features
- Developed a comprehensive investment module that enables users to invest, monitor investments, and develop investment strategies using AI
Venture and M&A Associate
Dama Advisory and Confluence Africa
02.2025 - Current
- Built the financial model and made investor introductions that enabled a pre-Series A financial inclusion agritech startup to secure $1M in debt financing, demonstrating capability in providing strategic fundraising support.
- Provided strategic and operational support to 14 startups by advising on financial model refinement, investment readiness and growth strategy.
- Developed a pipeline of dealflow resulting in the sourcing and preliminary screening of 35+ early-stage ventures across multiple sectors, stages, and geographies.
- Facilitated 1:1 meetings between founders and investors by building and maintaining relationships within the investment ecosystem (Novastar Ventures, Verdant Capital, VKAV, AgDevCo, Impact Fund Denmark, Norrsken 22,etc.).
Investor Accelerator Fellow
Dream VC
05.2025 - 10.2025
- Sourced, reviewed, and wrote investment memos on 3 African startups (pre-seed, pre-series A, Series A)
- Compiled a Startup Scorecard and Investment Memo for a seed stage fintech (wealthtech) startup.
- Led a team of 5 to develop, design, and budget a VC investment thesis and platform strategy for a mock VC Fund
Managing Director
Eden's Ark Realty
03.2023 - Current
Portfolio Manager
Cal Asset Management Company Ltd.
Accra, Ghana
02.2024 - 10.2024
- Spearheaded strategic asset allocation and investment decisions across multiple pension and private wealth portfolios, driving a 25% growth in Assets Under Management (AUM) to GHS 2.5bn.
- Coordinated strategic market analysis of investment opportunities across varying sectors such as mining and energy.
- Consistently generated real returns of up to 5% for pension clients, effectively navigating a high-inflation environment.
- Managed a cross-functional team of investment analysts and operations personnel to ensure alignment on goals and timelines, resulting in the seamless execution of investment transactions.
Investment Analyst
Sentinel Asset Management Ltd.
Accra, Ghana
09.2020 - 01.2024
- Conducted comprehensive fundamental and technical economic research on African sovereign debt issuers to identify and recommend fixed-income investment opportunities.
- Provided research, analysis, and investment recommendations for a Ghanaian-focused fixed-income unit trust, outperforming the S&P Ghana Sovereign Bond Index by over 60%.
- Determined optimal investment allocations while managing the operations of several portfolios totaling over GHS 150mn in assets under management, resulting in a 15% increase in portfolio performance.
Education
MSc. - Industrial Finance and Investments
Kwame Nkrumah University of Science and Technology
CFA Level 1 -
CFA Institute
Chartered Institute For Securities & Investments (CISI)
BSc. - Finance
Ghana Institute of Management and Public Administration
Skills
- Portfolio Management
- Investment Analysis
- Deal sourcing
- Early-stage deal screening
- Fundraising strategy
- Cultivating relationships
- Financial model refinement
- Strategic and financial evaluation
- Preparing investment memos
- Investment readiness
- Strategic partnership formation
- Knowledge of African economies
- Knowledge of capital markets landscape
- Business modeling
- Due diligence
- Valuation techniques
- Financial forecasting
- Capital raising
- Growth strategy
Certification
- Certified Financial Modelling and Valuation Analyst, Corporate Finance Institute- 2022
Affiliations
- A&A Collective
- Dream VC
- CFA Society
Timeline
Investor Accelerator Fellow
Dream VC
05.2025 - 10.2025
Subject Matter Expert - Financial Logic & Strategy
Ladder Africa
04.2025 - Current
Venture and M&A Associate
Dama Advisory and Confluence Africa
02.2025 - Current
Portfolio Manager
Cal Asset Management Company Ltd.
02.2024 - 10.2024
Managing Director
Eden's Ark Realty
03.2023 - Current
Investment Analyst
Sentinel Asset Management Ltd.
09.2020 - 01.2024
MSc. - Industrial Finance and Investments
Kwame Nkrumah University of Science and Technology
BSc. - Finance
Ghana Institute of Management and Public Administration
CFA Level 1 -
CFA Institute
Chartered Institute For Securities & Investments (CISI)