Job Description
Reporting To:Head, Investment Management & Research
Key Functions & Responsibilities
- Construct investment portfolios for domestic and foreign assets including equities, fixed income and alternative investments with the aim of maximizing investment returns
- Manage portfolio risk in line with mandates
- Provide advice and guidance on investment opportunities
- Create investment performance reports
- Provide support to transaction advisory teams in identifying and packaging investment opportunities
- Communicate with stakeholders on market conditions and economic trends
Job Scope and Accountabilities
Competencies and Skills
- Master’s degree in economics, finance or a related discipline
- Passed the CFA Level I exam – minimum requirement
- Attended trainings on Non-interest/Islamic finance preferred
- Minimum three-years’ experience in investment and financial assets management in a financial institution
- Strong understanding of investment strategies and risk management
Job Dimensions
Key Interfaces
- Head of Unit
- Finance Unit
- Legal Unit
- BD
- .HR & Admin
Key Performance Goals/Targets
*Performance is imperative and the achievement of set targets will highly influence the review of your employment at Lotus Capital. A performance review exercise will be conducted every six (6) months to ensure you are in line with your goal.