Job Title: Investment Portfolio Manager
Location: Victoria Island, Lagos
Employment Type: Full-time
Job Summary
We are recruiting to fill the role of an Investment Portfolio Manager. The holder of this role will ensure:
- Administration of all the mutual funds under management, privately managed funds, proprietary investments.
- Effective cash management across all the funds and portfolios.
- Participation in our sound portfolio management strategy by providing the necessary data for our decision-making process.
Responsibilities
Include but are not limited to:
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- Decision-making processes by providing strategic recommendations and supporting data analysis.
- Prompt and accurate execution of transactions resulting from investment decisions • Realizing the divisions objectives in line with the company’s vision and the sophisticated needs of our clients are met
- Examine and assess economic and market trends, earnings prospects, financial statements and various other indicators and factors to determine suitable investment strategies
- Analyzing investment opportunities, legal information, and financial data to make recommendations
- Compile advisory reports and make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios
- Provide weekly/monthly/quarterly status reports on Portfolios’ performance for effective monitoring of the performance vis-à-vis the stipulated benchmark.
- Reconciliation of Portfolios’ assets on a weekly basis
- Monitoring the asset mix of the public managed Funds to ensure full compliance with the Trust Deeds and Investment Agreement specified by Clients
- Accurate reporting of portfolios’ performance to clients on a quarterly basis
- Develop and implement automated report for manual processes
- Generating performance reports by carrying out comparative analysis of the portfolios under management in relation to performance of competitors
- Liaise with other Fund managers and network with industry professionals
- Working closely with team on special projects as needed
- Creating reports, summaries, and updates
Key Performance Indices
- Providing operational support to enable achievement of financial target of the company.
- Managing the liquidity gaps of Portfolios and ensuring efficient cash management.
- Liaising with counterparties and Group Treasury for placements, roll-overs and liquidations.
- Executing clients trade request and ensuring accurate booking.
- Provision of funding for Client liquidation and settlement of Trades.
- Effective attention to compliance and audit issues to achieve zero regulatory infractions.
Qualifications / Requirements
- A Bachelor’s Degree in Business/Economics, Finance, Accounting or any other related field.
- Solid understanding of financial set-up, procedures, statistics, and economics.
- 7 years’ experience in a similar roleHighly developed business and relationship management skills and demonstrated ability to cultivate productive business networks.
- Excellent quantitative and qualitative analytical skills.
- Must demonstrate skills in communication, negotiation and presentation.
- Strong numerical and mathematical affinity.
- Proficiency in data collection and analysis..
- Excellent research and writing abilities..
- Well-developed interpersonal skills and the ability to work under pressure..
- A team player who can work independently.
HOW TO APPLY
Interested and qualified candidates should send their CV to: [email protected] using the Job Title as the subject of the mail.
Note: Only shortlisted candidates will be contacted.
Deadline: May 3, 2023
Job Features
Job Category | Portfolio Officer |