Ida Mwangi
Email:-Tel: -
LinkedIn: https://www.linkedin.com/in/idamwangi/
CAREER OBJECTIVE
To make financial investments that are impactful and sustainable, whilst gaining reputation for ethical investment management
and expert proficiency in the fields of private equity, development finance, social entrepreneurship, asset management and/or
advisory services.
WORK EXPERIENCE
Social Investment Managers and Advisors (SIMA Funds), Senior Investment Analyst
Social Investment Managers and Advisors (SIMA Funds), Investment Analyst
Nairobi, KE, Jan. 2022 to date
Nairobi, KE, Oct. 2020 - Dec. 2021
SIMA Off-Grid Solar and Financial Access Senior Debt Fund I; a $90M Senior Debt Fund
•
Portfolio reporting & relationship management: Led the continued monitoring, deal restructuring and relationship
management of 4 portfolio companies across Africa.
SIMA-Angaza Distributor Finance Fund (DFF): a $3M pilot Senior Debt fund
•
Deal process management: Led deal origination, full due diligence of credit facilities, recommendation memorandum
drafting, Investment Committee (IC) presentations and legal overview for 5 of the Fund’s pipeline companies.
Energy Access Relief Fund: a Concessional Subordinated Debt fund
•
Deal due diligence & IC memo drafting: Led deal origination, full due diligence of credit facilities, recommendation
memorandum drafting, Investment Committee (IC) presentations and legal overview for 4 of the Fund’s pipeline companies.
•
Risk management: Assisted in pursuing hedging solutions/provision of local currency equivalent debt facilities through
swaps in Africa.
Social Investment Managers and Advisors (SIMA Funds), Investment Analyst Intern
Nairobi, KE, July–Sept. 2020
•
Research: Actively involved in research of new focus sectors such as asset finance and commercial and industrial (C&I)
solar, as well as the constituent risks and opportunities they present.
•
Due diligence and underwriting: Assisted in conducting credit analysis for pipeline deals in the SIMA-Angaza
Distributor Finance Fund (DFF).
•
Portfolio reporting and relationship management: Assisted in the continued monitoring of a few (~3) portfolio
companies in the existent funds.
Old Mutual Investment Group (OMIG), Research Analyst Intern
•
Nairobi, KE, Jan. 2019–Mar. 2019
Updated financial models to facilitate equity analysis in the OMIG banking sector portfolio.
•
Attended investor briefings and prepared investment reports for submission and presentation to the investment
committee (IC).
Nairobi, KE, Mar. 2018
P.G. Wahome & Co., Audit Intern
•
Assisted in the preparation and review of financial statements and reports for various clients.
•
Assisted in the audit of clients including any field work required.
EDUCATION
Strathmore University
Bachelor of Business Science in Finance, 2nd Class Honours (Upper Division)
Nairobi, KE
Graduated: Dec. 2020
Strathmore University
Certified Public Accountant, Finalist
Nairobi, KE
Graduated: Nov. 2019
Bahati Girls Secondary School
Kenya Certificate of Secondary Education, Mean Grade A, 82 points
Nakuru, KE
Graduated: Nov. 2015
OTHER COMPETENCIES
Team Player: Versatile with varied personalities and ‘cultural distance’ within a global team to realize synergy. At SIMA, I
have worked with teams out of Kenya, Uganda, Pakistan, India and the USA.
Remote Work and Travel Flexibility: During my time at SIMA, I have been fulfilling all my work obligations while working
remotely with minimal supervision. I am flexible to travel with short notice.
Africa and Asia Exposure: Through SIMA’s funds, I have received exposure to doing deals in Sub-Saharan Africa and South
Asia countries such as Kenya, Zambia, Nigeria, Togo, Zimbabwe, Sierra Leone, Congo (DRC), and India.
Microsoft Office Proficiency: Effective in leveraging Microsoft Office tools to prepare and present management reports.
Curious: Inspired by the eagerness to learn new things, I come with a willingness to learn and a drive to improve oneself.
Entrepreneurial Culture: With SIMA growing from a start-up and exploring varied opportunities, it has been crucial for team
members to develop an ‘can-do’ culture.
REFERENCES
Brian McConnell
Vice President,
(Africa)
SIMA Funds
+1 --
Nelson Kanyu
Investment Analyst (VC Portfolio),
(Africa Region)
Creadev International
--
Kasee Mbao
Senior Financial Analyst
(Corporate Finance and Treasury)
Milaha
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