Job title: Portfolio Manager (Investment Management)
Company: iRecruiters Africa
Job description: Job Description:Hiring – Portfolio ManagerLocation: LagosOur client is a well-established financial services group in Nigeria, offering a broad spectrum of services across investment banking, asset management, securities trading, research, consulting, and trust services, with a strong emphasis on local expertise and global standards.The Company is seeking to hire a Portfolio Manager who will be responsible for the proper deployment of clients’ funds in a portfolio for optimal returns. The Portfolio Manager is responsible for ensuring that the firm generates long term inflation adjusted returns for clients.Key Responsibilities:
- Drive optimal performance of assigned client portfolios.
- Support fixed income trading desk operations.
- Conduct due diligence and valuation of investment proposals.
- Advise Client Advisors on client profiling and asset allocation strategies.
- Monitor client portfolio performance daily, recommending adjustments and providing quarterly reports.
- Produce and present regular reports for executive decision-making.
- Maintain capital market expertise to guide Client Advisors.
- Collaborate with Research on market analysis and investment recommendations.
- Construct investment portfolios based on asset allocation and sector insights.
- Analyze markets and research to inform portfolio development.
- Implement strategies for superior investment returns.
- Present to high-net-worth and institutional clients.
- Develop client-specific Investment Policy Statements.
- Manage client relationships to align portfolios with policy updates.
- Meet with high-net-worth clients to review policies, markets, and portfolio performance.
- Coordinate with Client Service Officers on client objectives.
- Evaluate holdings for alignment, potential, and diversification.
- Analyze diverse asset classes to inform management recommendations.
- Monitor financial markets daily for trading opportunities.
- Provide advanced analysis to enhance portfolio results.
- Utilize fundamental and basic analysis for investment insights.
- Develop complex financial models for various asset valuations.
- Perform data mining and database management for research and portfolio management.
- Generate variance reports and rebalance portfolios.
- Apply interpersonal and analytical skills in portfolio assignments and new product development.
- Ensure client feedback is addressed and requests are fulfilled.
- Prepare and distribute portfolio performance reports to clients/investors.
Requirements
- Good first degree in Finance or a related discipline (e.g., Accounting, Business Administration, Economics).
- At least 4-8 years’ experience in asset management, investment analysis, advisory, research, and/or product development within a financial services company.
- A relevant postgraduate degree, MBA, or professional qualification (e.g., CFA, Portfolio Management) is desirable.
- Good knowledge of the Financial Services industry – Equities, Fixed Income securities, Foreign Exchange market, Commodities market, property market – and an appreciation of its operations and peculiarities.
- Excellent knowledge of local and international capital market regulations/laws.
- Excellent communication, interpersonal, and networking skills.
- Good presentation and negotiation skills.
- Good problem analysis and problem-solving skills.
- Business and financial acumen.
- Strong analytical skills.
- Team player qualities.
- Problem identification and resolution skills.
- Good time management skills.
- Strong accounting skills.
- Significant knowledge of IT-based systems.
Key Performance Indicators:
- Ability to meet set client targets.
- Performance of funds under management.
- Fast turnaround time for processing and execution of client requests and mandates.
- Adherence to the set schedule for investment committee meetings.
- Quality of documentation for investment committee meetings.
- Quality and accuracy of reports produced.
- Client retention rate.
- Client satisfaction rate.
- Client referral rate.
- Quality and longevity of new products introduced.
- Level of assistance provided to Wealth Advisory.
- Error/Compliance rate on internal control investigations.
BenefitsHighly Competitive
Expected salary:
Location: Lagos, Lagos State
Job date: Sun, 04 May 2025 04:32:43 GMT