• Application Deadline: Sat, 31 Dec 2022 00:00:00 GMT
• Position: Secondary Portfolio Manager


• Job Type Full Time


• Qualification BA/BSc/HND


• Experience 2 - 8 years


• Location Lagos


• Job Field Consultancy 
  

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


• 2 - 8 year(s) experience


• 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.

Competency:

• Communication.