• Application Deadline:
• Position: Portfolio Manager



• Job Type Full Time



• Qualification BA/BSc/HND , MBA/MSc/MA



• Experience 4 - 8 years



• Location Lagos




• Job Field Finance / Accounting / Audit 
  
  

Key Responsibilities

• Drive optimal performance of assigned client portfolios.


• Support fixed income trading desk operations.


• Conduct due diligence and valuation of investment proposals.


• Advise Client Advisors on client profiling and asset allocation strategies.


• Monitor client portfolio performance daily, recommending adjustments and providing quarterly reports.


• Produce and present regular reports for executive decision-making.


• Maintain capital market expertise to guide Client Advisors.


• Collaborate with Research on market analysis and investment recommendations.


• Construct investment portfolios based on asset allocation and sector insights.


• Analyze markets and research to inform portfolio development.


• Implement strategies for superior investment returns.


• Present to high-net-worth and institutional clients.


• Develop client-specific Investment Policy Statements.


• Manage client relationships to align portfolios with policy updates.


• Meet with high-net-worth clients to review policies, markets, and portfolio performance.


• Coordinate with Client Service Officers on client objectives.


• Evaluate holdings for alignment, potential, and diversification.


• Analyze diverse asset classes to inform management recommendations.


• Monitor financial markets daily for trading opportunities.


• Provide advanced analysis to enhance portfolio results.


• Utilize fundamental and basic analysis for investment insights.


• Develop complex financial models for various asset valuations.


• Perform data mining and database management for research and portfolio management.


• Generate variance reports and rebalance portfolios.


• Apply interpersonal and analytical skills in portfolio assignments and new product development.


• Ensure client feedback is addressed and requests are fulfilled.


• Prepare and distribute portfolio performance reports to clients/investors.

Requirements

• Good first degree in Finance or a related discipline (e.g., Accounting, Business Administration, Economics).


• At least 4-8 years' experience in asset management, investment analysis, advisory, research, and/or product development within a financial services company.


• A relevant postgraduate degree, MBA, or professional qualification (e.g., CFA, Portfolio Management) is desirable.


• Good knowledge of the Financial Services industry – Equities, Fixed Income securities, Foreign Exchange market, Commodities market, property market – and an appreciation of its operations and peculiarities.


• Excellent knowledge of local and international capital market regulations/laws.


• Excellent communication, interpersonal, and networking skills.


• Good presentation and negotiation skills.


• Good problem analysis and problem-solving skills.


• Business and financial acumen.


• Strong analytical skills.


• Team player qualities.


• Problem identification and resolution skills.


• Good time management skills.


• Strong accounting skills.


• Significant knowledge of IT-based systems.

Key Performance Indicators

• Ability to meet set client targets.


• Performance of funds under management.


• Fast turnaround time for processing and execution of client requests and mandates.


• Adherence to the set schedule for investment committee meetings.


• Quality of documentation for investment committee meetings.


• Quality and accuracy of reports produced.


• Client retention rate.


• Client satisfaction rate.


• Client referral rate.


• Quality and longevity of new products introduced.


• Level of assistance provided to Wealth Advisory.


• Error/Compliance rate on internal control investigations.