• Application Deadline: Thu, 22 Feb 2024 00:00:00 GMT
• Position: Portfolio Manager


• Job Type Full Time


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


• Experience 3 - 6 years


• Location Lagos


• Job Field Finance / Accounting / Audit 
  

Job Summary

• To act independently within established investment policy guidelines to develop, recommend, and execute investment programs designed to achieve the objectives of large and complex client accounts.

Responsibilities

• Develop new sources of asset management revenue through frequent contact, usually for portfolios/relationships of substantial size and complexity.


• Build client relationships to develop investment objectives and implement a suitable investment plan and maintain an Investment Policy Statement for each relationship.


• Working with client advisors, participating in the development of new business opportunities by meeting with prospects, and preparing and presenting proposals for investment management.


• Interpret the intentions of any trust or agency agreement and build an investment policy to accomplish those objectives.


• Invest assets according to investment policy guidelines to deliver a competitive rate of return within the given level of risk.


• Regularly engage with other members of the Wealth Management Team and external advisors to ensure effective communication regarding client objectives and coordinate portfolio changes.


• Maintain awareness of new investment strategies, techniques and products through regular contact with other industry professionals and through internal and external research.


• Keep informed of market trends and analyze the effect of these trends on clients' investment portfolios.


• Keep current on the legal and tax issues with respect to investment decisions by consulting attorneys, accountants and other resources as needed.


• Follow established investment policies and procedures including annual account reviews and working to minimize and/or document exceptions.


• Any other assignment as may be assigned by your supervisor

Requirements

Qualification/Education:

• Bachelor’s Degree or its equivalent


• A good first degree in Accounting, Finance, Economics or a related field


• Advanced degrees such as an MBA or CFA will be an added advantage.


• Solid communication and presentation skills are required

Work Experience:

• 3 to 6 years of experience involving money management, including investment decision-making.

SKILLS & COMPETENCIES:

Proactive decision-maker

• Ability to forecast the market


• Ability to pay attention to details


• Ability to penetrate the market and get the best of prices for goods


• Ability to question assumptions


• Ability to proactively measure performance.


• Self-starter


• Must be an energetic person with unusual initiative


• Must be resilient

Sound ethics and integrity.

• Must be discernibly honest and of consistent upright character


• Must be ethical i.e. must follow the ideals and responsibilities of the banking industry as set out in the code of ethics guiding operations and operators in the industry.