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Tobi Aniyi

@tobianiyi

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Client-focused Financial Advisor with expertise in credit analysis.

Nigeria

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What I'm looking for

I seek a role that allows me to leverage my financial expertise while fostering client relationships and promoting financial literacy.

I am a dedicated Financial Advisor with a strong focus on client needs and a proven track record in credit analysis, wealth planning, and financial literacy programs. My experience spans managing loan portfolios, evaluating client financial health, and developing tailored financial plans that empower individuals and small businesses to make sound financial decisions.

Currently, I serve as a Project Manager at the Bank of Industry, where I oversee the deployment of a ₦75 Billion government-backed fund aimed at supporting small businesses. My role involves guiding beneficiaries through funding processes and providing financial education. Previously, I worked as a Credit Analyst and Project Officer, where I originated loan applications and collaborated with internal teams to ensure compliance with financial regulations.

With a solid educational background, including an MSc in Marketing Communications, I am committed to continuous learning and professional development. My certifications, such as the CFA Institute Investment Foundations Certificate, complement my hands-on experience in financial advisory roles. I am passionate about fostering financial literacy and helping clients achieve their financial goals.

Experience

Work history, roles, and key accomplishments

Current

Governing Council Member

Current

Redeemer's University

Sep 2024 - Present (10 months)

Contribute to strategic decision-making for university governance. Member of sub-committees on procurement and audit/finance, tasked with reviewing financials and revamping procurement procedures.

Strategic Planning Governance Procurement Policy Development

Current

Project Manager

Current

Bank of Industry

Dec 2023 - Present (1 year 7 months)

Oversaw the deployment of a ₦75 Billion government-backed fund aimed at supporting small businesses. Guided beneficiaries through funding and repayment processes, offering financial education support.

Stakeholder Engagement Project Management

Current

Head of Youth Wing

Current

Africa Missions Organizations

Jan 2021 - Present (4 years 6 months)

Led the youth wing, developing and implementing initiatives to engage and empower young members. Organized activities and events to foster community and personal growth.

Youth Leadership Community Development Program Coordination Mentorship Event Management

Current

Founder

Current

The Tobi Aniyi Foundation

Jan 2020 - Present (5 years 6 months)

Founded and currently lead a foundation dedicated to various charitable initiatives. Oversee all aspects of the organization, from fundraising to program implementation.

Fundraising Strategic Planning Community Outreach Leadership

Current

Project Coordinator

Current

The Adullam Network

Jan 2017 - Present (8 years 6 months)

Coordinated various projects, ensuring timely completion and adherence to objectives. Collaborated with stakeholders to achieve project goals and deliver successful outcomes.

Project Coordination Stakeholder Management Project Planning Resource Allocation Team Collaboration

Credit Analyst & Project Officer

Bank of Industry

Apr 2023 - Present (2 years 3 months)

Originated and evaluated loan applications, conducted credit checks, and assessed risk profiles including AML risk assessment. Provided financial advice to clients on loan structuring and repayment strategies.

Credit Analysis Loan Origination Risk Assessment Financial Advice Regulatory Compliance

Finance & Business Analyst

Aiteo E&P

Jan 2020 - Present (5 years 6 months)

Performed cost-benefit analysis and investment risk assessments. Provided executive leadership with financial forecasts, cash flow reports, and budget models.

Financial Analysis Cost Benefit Analysis Risk Assessment Financial Forecasting Budgeting

Financial Advisor

Meristem Securities Ltd.

Sep 2018 - Present (6 years 10 months)

Built relationships with HNIs and SME clients, presenting investment products and services. Provided investment advisory for clients across various financial instruments and closed deals valued at over ₦200 million.

Advisory Client Relationship Management Financial Planning Portfolio Management Market Analysis

Director of Programs

Africa Missions Organizations

Jan 2011 - Present (14 years 6 months)

Directed various programs for the organization, overseeing their successful execution and impact. Managed program teams and resources to achieve organizational goals.

Program Management Leadership Team Management Event Planning Community Engagement

Education

Degrees, certifications, and relevant coursework

Pan-Atlantic University

MSc., Marketing Communications

Completed a Master of Science degree focusing on Marketing Communications. Gained advanced knowledge in strategic communication and marketing principles.