About Me
Finance & Investment · Policy & Data Analyst · Relationship Management · Geo-Politics & Economics
ABOUT
Hello! I'm Ephraim Adjei, a finance professional based in Ottawa, Canada, and a CFA Level III candidate. Over the past several years I've led credit analysis, corporate finance, valuations, and due diligence across banking, energy, and public-sector research — spanning Ghana, the UK, and Canada.
At Access Bank in Ghana I modelled multi-scenario DCFs to value USD 50M+ in private assets and supported USD 150M+ in international trade finance and M&A, authoring the pitch decks and credit analysis behind an 80% deal-approval rate in FY2024. As a Quantitative Economic Research Assistant at the University of Ottawa, I built the quantitative models — refactored in Excel and Power Query — that informed debt-structure recommendations for public projects.
My goal is to make an impact on human living experiences through public and international finance policy — bridging finance and policy to craft strategies that drive growth, compliance, and sustainable impact. I'm currently preparing for CFA Level III as I move deeper into equity and investment analysis.
IMPACT
- $50M+
- Private assets valued (DCF & scenario modelling)
- $150M+
- Trade finance & M&A supported
- 80%
- Deal-approval rate, FY2024
- 30%
- Improvement in valuation precision
SKILLS
Finance & Credit
Credit & Financial Analysis · Asset Valuation & Transaction Modelling · Due Diligence · Credit Documentation & Approval · Regulatory & Risk Management
Financial Modelling
NPV / IRR · DCF · DDM & Comparables · Scenario & Sensitivity Analysis · NAV
Data & Tools
Advanced Excel · Power BI · Python · R · SQL · Tableau · Bloomberg Terminal
PRINCIPLES
Excellence in Execution
Delivering high-quality results through meticulous attention to detail and a commitment to measurable outcomes.
Continuous Learning & Improvement
Constantly seeking to enhance skills, strategies, and processes — demonstrated through advanced certifications and data-driven innovation.
Relationship-Driven Success
Prioritizing strong relationships with clients, stakeholders, and teams to foster trust, collaboration, and mutual growth.
Strategic Problem-Solving
Combining analytical thinking and creativity to address complex challenges, optimize performance, and drive profitability.
Purposeful Leadership
Guiding teams and clients toward success with clear vision, effective communication, and impactful recommendations.
CERTIFICATIONS
CFA Program — Level III Candidate
CFA Institute · Level III Candidate
Canadian Securities Course (CSC)
Canadian Securities Institute · In progress
Certified Chartered Banker (ACIB)
Chartered Institute of Bankers
EDUCATION
University of Ottawa
MA, Public & International Affairs (International & Development Finance)
Kwame Nkrumah University of Science and Technology (KNUST), Ghana
BSc, Business Administration (Banking & Finance)
Resumé available upon request