Secondary Portfolio Manager at ARM Hold Co.

Job Overview

Location
Lagos, Lagos
Job Type
Full Time
Date Posted
3 years ago

Additional Details

Job ID
18256
Job Views
97

Job Description



Summary



  • The primary job function will entail supporting primary portfolio managers to manage assigned portfolios in line with their investment policies and relevant regulatory frameworks.

  • The secondary portfolio manager will rely on research output from internal and external analysts to develop actionable investment ideas.

  • This may involve performing fundamental analysis and building proprietary models etcetera.

  • He / She will be assigned portfolios to manage in a secondary capacity wherein they will make investment recommendations to the PPM for approval as well as effectively maintaining administrative oversight for the portfolios.


Responsibilities



  • Provide client consultation to develop investment objectives

  • Provide advice and guidance for investment opportunities to customers

  • Create reports on investment performance and activity

  • Communicate with clients about their accounts, market conditions and economic trends

  • Manage equity and bond portfolios with the aim of maximizing investment returns

  • Commensurate acceptable levels of risk based on client instructions

  • Handle financial products as required

  • Work together with investment research teams to identify investment opportunities


Requirements



  • Master's Degree in Business, Finance, Investment or a related field preferred

  • Experience: 2 - 5 Year(s)

  • Proven experience in investment and financial assets management as an analyst or assistant manager in a financial institution environment

  • Strong understanding of investment strategies and risk management

  • Exceptional customer service with a client focus


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