Portfolio Manager at reputable Investment Banking Firm

A leading Financial Institution registered by the Nigerian Stock Exchange and licensed by the Securities and Exchange Commission to provide investment banking services requires the engagement of a suitably qualified Portfolio Manager to join our growing team of professionals.

Fashioned along the lines of the world’s most prominent investment banking institutions, the company is managed by a team of time-tested professionals in the industry.

We are recruiting to fill the position of:

Job Title: Portfolio Manager

Location: Lagos

Job Description

• Day to day management of portfolios for HNI's, Institutional Investors and retail clients
• Portfolio Valuation and Performance Appraisal
• Fund creation and management
• Investment Analysis
• Financial Advisory to individual and corporate clients
• Execution of clients mandates.
• Account reconciliation
• Relationship Management
• Preparation and dispatch of portfolio reports to clients periodically (quarterly and monthly) and on request by clients.
• Business and Product Development
• Any other function that may be assigned.

Key Performance Indicators:

• Daily/ weekly review of clients portfolios for possible trading opportunities
• Daily/ weekly review of clients accounts to ensure that the accounts are reconciled
• Daily/ weekly communication with existing and prospective clients to maintain relationship with them and for fresh inflows
• Quarterly/ monthly dispatch of reports to clients
• Ensuring error-free execution of clients mandates
• Ensuring that Mutual Funds are managed in accordance with set guidelines (when the Funds are set up)
• Daily/ weekly review of clients accounts to ensure that executed trades are accurately posted
• Daily/ weekly review of clients accounts to ensure that all clients deposits and withdrawals are accurately posted.

Qualification / Experience

• B.A, B.Sc / HND in Economics, Accounting, Business Administration, Finance, Mathematics, Statistics or any other related field.
• 2 - 5 years work experience
• Professional qualification such as MBA, CIS, ACA, ACCA, CFA will be an added advantage.
• Cognate and hands-on experience in Fund and Asset Management with a reputable Financial Institution with Mutual fund products and services is highly desirable.

Required Skills:

• Analytical and Sound judgment
• Proper Understanding of investments and asset classes
• Knowledge of Asset Allocation Strategies
• People and Relationship management skills
• Proper Knowledge of industry dynamics.

Salary:
N240,000 Gross/Monthly

Application Closing Date
15th June, 2021.