Job Description
- Develop and implement portfolio strategies aligned with clients’ investment objectives.
- Conduct asset allocation across equities, fixed income, money market instruments, and alternative investments.
- Monitor portfolio performance and rebalance portfolios in response to market movements and mandate guidelines.
- Ensure portfolios remain within approved risk parameters and investment limits.
- Oversee trade execution in collaboration with the dealing desk.
Investment Research & Analysis
- Conduct macroeconomic, sectoral, and company-specific research.
- Prepare investment memos and recommendations for the Investment Committee.
- Analyze financial statements, valuation metrics, and market trends.
- Track global and local market developments and assess impact on portfolios.
Risk Management & Compliance
- Monitor portfolio risk exposures (market, credit, liquidity, and concentration risk).
- Ensure compliance with SEC regulations and internal investment guidelines.
- Prepare reports for internal risk committees and regulatory bodies.
- Maintain accurate documentation of investment decisions.
Client Engagement & Reporting
- Participate in client meetings to explain portfolio strategy and performance.
- Prepare quarterly and monthly portfolio performance reports.
- Provide insights into the market outlook and investment positioning.
Investment Committee Participation
- Present research findings and portfolio updates.
- Contribute to strategic asset allocation decisions.
- Support development of new investment products.
Qualifications & Experience
- Bachelor’s or master’s degree in finance, Economics, or related field.
- CFA or equivalent Investment management professional certification preferred.
- 5–8 years’ experience in investment research and portfolio management.
- Strong knowledge of Nigerian and Global macro environments.
- Skilled in fundamental analysis, financial modeling, and portfolio construction
- Solid understanding of investment theory, asset allocation and asset classes
- Familiarity with SEC regulations and compliance requirements.
- Strong risk management awareness.
- Proven experience managing institutional and HNI portfolios.
- Proficient with Bloomberg.
- Excellent communication and presentation skills.
- Analytical and problem-solving mindset.
- Proficient in MS Office