Job title: Job Openings at Pathway Asset Management Limited
Company:
Job description: Pathway Asset Management Limited (PAM) was incorporated by the Corporate Affairs Commission (CAC) and licensed by the Securities and Exchange Commission (SEC) as a Funds/Portfolio Manager. We focus on wealth creation and preservation to retail, HNIs, government and institutional investors.We are recruiting to fill the following positions below:1.) Wealth Management OfficerJob Location: Lekki, LagosJob Summary
- Liability Generation, you will be responsible for driving business growth by identifying and developing new business opportunities to generate liability for the company.
- You will work closely with high-net- worth individuals, families, and institutions to understand their financial needs and offer tailored solutions that meet their objectives while generating liability for the company.
Responsibilities
- Develop and implement comprehensive strategies to generate liability for the company through wealth management services.
- Identify and cultivate relationships with high-net-worth individuals, families, and institutions to generate new business opportunities.
- Conduct in-depth financial analyses to understand clients’ financial goals, risk tolerance, and investment preferences.
- Recommend and implement wealth management solutions that meet clients’ needs and generate liability for the company.
- Collaborate with internal teams, including finance managers to deliver integrated wealth management solutions.
- Stay informed about market trends and developments in wealth management and liability generation.
- Meet or exceed revenue targets and other performance metrics.
- Participate in marketing initiatives, networking events, and industry conferences to raise the firm’s visibility and attract new clients.
- Act as liaison between the firm and clients; representing firm to clients and clients to firm.
- Regularly provide feedback to the Asset Management team from interactions with potential & existing clients
Job Specification
Education:
- Bachelor’s degree in business administration, Finance, Economics, or a related field; MBA or relevant master’s degree is a plus.
- Only candidates with a minimum of 3 years’ experience in business origination and currently working in a similar role and in a Tier 1 and Tier 2 Commercial Banks or Asset Management Companies, focusing on retail, SMEs, and corporate clients.
- Proven track record of generating liability and driving business growth.
- Demonstrated track record of success in managing client relationships, delivering investment performance, and achieving business growth targets.
- Strong understanding of financial markets, investment products, and portfolio management principles.
- Strong understanding of wealth management products and services.
- Excellent communication and interpersonal skills.
- Preferred experience delivering on targets, deposit mobilization, reporting, and presentation skills.
- Excellent communication skills with the ability to articulate complex investment concepts and build rapport with clients.
- Proven ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
- Proficient in the use of Excel, Word, and PowerPoint.
Method of Application
Interested and qualified candidates should:
And
Send their Application and current CV to: using the Job Position as the subject of the email.2.) Investment Research AnalystJob Location: Lekki, Lagos
Mode of Work: OnsiteJob Summary
- The Investment Research Analyst is responsible for conducting thorough research and analysis on investment opportunities to support the firm’s asset management strategies. This role involves evaluating financial data, monitoring market trends, preparing comprehensive reports, and providing insights to optimize investment portfolios.
Job Responsibilities
- Ability to undertake research design, data collection, analysis and production of insightful stimulating reports.
- Scan the market for areas of comparative advantage.
- Ability to use data collected and analyzed to guide business decision making.
- Prepare a concise report on market conditions such reports are expected to offer short-term forecasts for the market or for sectors of relevance to the company’s Portfolios.
- Prepare a report analyzing current and prospective portfolio holdings that will contribute to generating investment ideas across different asset classes and industries.
- Keep up with investment/financial news, update their colleagues so as to catch up with movers in the market, issue and update reports.
- Support the Portfolio Manager to combine top–down macroeconomic analysis and bottom – up fundamental analysis to find high quality businesses with sustainable competitive advantage.
- Support the Portfolio Manager in researching and identifying companies that are mispriced and offer high prospect of superior returns.
- Prepare weekly reports based on technical and fundamental analysis on selected investment opportunities, debt markets, FGN securities and other specialized fixed income securities.
- Stay updated on global market developments, regulatory changes, and emerging investment opportunities.
- Participate in investment meetings to discuss research findings and portfolio strategies.
Job Specifications
- BSc in Economics, Accounting & Finance etc
- Cognate working experience in Investment Research minimum of 2 years
- Relevant Professional qualifications is an added advantage.
- Excellent numerical and analytical skills.
- Candidate must be able to display logical reasoning and critical thinking abilities.
- Excellent communication and presentation skills.
- Advanced proficiency in Excel and financial analysis software.
- Ability to work under pressure and be a good team player.
Method of Application
Interested and suitable candidates should:
And,
Send their current CV to: using the Job Position as the subject of the email.3.) Portfolio ManagerJob Location: Lekki, LagosJob Summary
- The Portfolio Manager is responsible for managing investment portfolios, including selecting and managing assets to achieve clients’ financial objectives.
- This role involves analyzing financial data, assessing investment opportunities, and making informed decisions to optimize portfolio performance while adhering to regulatory requirements and the company’s investment strategies.
Responsibilities
Portfolio Management:
- Develop and implement investment strategies for individual and institutional clients, aiming to maximize returns within the client’s risk tolerance.
- Monitor and adjust portfolios in response to market conditions, economic trends, and changes in clients’ objectives.
- Conduct regular portfolio reviews and rebalancing to maintain alignment with clients’ goals and market developments.
- Mobilization of funds for the organization.
Investment Research & Analysis:
- Analyze financial statements, market trends, and economic indicators to identify potential investment opportunities.
- Conduct due diligence on assets, including stocks, bonds, mutual funds, real estate, and other investment vehicles.
- Stay informed of developments in global financial markets and industry trends.
Client Relationship Management:
- Work closely with clients to understand their financial goals, risk tolerance, and investment preferences.
- Provide regular updates and reports to clients, explaining portfolio performance and any change made.
- Strong understanding of accounting principles and financial regulations.
- Experience with investment accounting and financial analysis.
Analytical Skills:
- Ability to analyze complex financial data and provide actionable insights.
- High level of accuracy in financial reporting and record-keeping.
- Strong organizational skills to manage multiple tasks and deadlines.
Communication Skills:
- Excellent verbal and written communication skills to convey financial information clearly.
- Ability to collaborate effectively with cross-functional teams.
Ethics and Integrity:
- Demonstrated commitment to ethical standards and financial integrity.
- Ability to handle sensitive financial information with confidentiality.
Job Specification
Education:
- Bachelor’s degree in finance, Economics, Business Administration, or related field. MBA or master’s degree in finance or related field is preferred.
Experience:
- Minimum of 5 years of experience in portfolio/fund management, investment analysis, or related fields.
- Must be registered with the Securities and Exchange Commission (SEC) as fund and portfolio manager.
- Proven track record of managing investment portfolios and achieving consistent performance results in an Asset management firm.
Skills & Competencies:
- Strong analytical skills with the ability to interpret complex financial data and market trends.
- In-depth knowledge of various asset classes, including equities, fixed income, and alternative investments.
- Excellent communication and presentation skills, with the ability to convey complex information to clients and stakeholders.
- Strong attention to detail and ability to work under pressure in a fast-paced environment.
- Proficiency in financial modeling, portfolio management software, and other relevant tools.
- Proficient in Microsoft Excel, PowerPoint, and Word.
Method of Application
Interested and qualified candidates should:
And
Send their Application and current CV to: using the Job Position as the subject of the email.Similar JobsHottest JobsJob SeekersEmployersTools & ResourcesConnect with usCustomer Care
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Expected salary:
Location: Lekki, Lagos State
Job date: Thu, 17 Apr 2025 22:15:55 GMT