• Application Deadline:
• Position: Senior Portfolio Management


• Job Type Full Time


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


• Experience 5 - 10 years


• Location Lagos


• Job Field Finance / Accounting / Audit 
  

JOB DESCRIPTION:

To provide the support needed to drive and implement the PM strategy designed by the Head of PM

KEY RESPONSIBILITIES AND ACCOUNTABILITIES:

• Identify and evaluate investment opportunities across different asset classes with a bid to


• increasing the value of client's assets


• Portfolio construction, monitoring, rebalancing and evaluation in line with regulatory guidelines and client objectives & constraints


• Keep track of global, macro and market trends that will affect the various types of investments and will impact the value of client's investments


• Develop new products to meet customer needs and drive AUM growth


• Actively manage client investments to generate superior returns


• Generate quarterly reports which will show client's investment values, performances and trends


• Ensure that all steps in the Portfolio Management process are followed


• Periodically monitor performance of investment assets held by the portfolio across different asset classes


• Periodically review trading activities across different asset classes for all managed accounts


• Create, update and maintain presentations, pitch materials and execution related documents to support client service and fundraising efforts


• Supervise analyst with reporting tasks


• Manage other activities as delegated by Manager

GENERAL KEY PERFORMANCE INDICATORS:

• Achieve 100% of annual revenue target


• Ensure prompt preparation of board and management reports on a quarterly basis


• Ensure that client portfolios outperform reporting benchmarks


• Ensure 2 new products are developed and launched annually

Qualifications

Education:

• First degree in finance/economics/engineering/applied sciences


• MSc/MBA

Experience:

• (NYSC completed) 5-10years of investment management experience


• License SEC Sponsored Individual will be an added advantage.


• Certification: Relevant certifications relating to the job e.g. CFA, CIS, Certified wealth management professional, ACCA


• Degree: First class and second class upper only