Investment Management Analyst at Pathway Asset Management Limited (PAM)

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. Focusedon wealth creation and preservation to retail, HNIs, government and institutional investors.

We are recruiting to fill the position below:

Job Title: Investment Management Analyst

Location: Lekki Phase 1, Lagos
Employment Type: Full-time
Mode Of Work: On Site
Reports To: Portfolio Manager

Job Summary

• The Investment Management Analyst will support the portfolio management team by conducting research and analysis to guide investment decisions.
• The role requires a proactive, detail-oriented individual who can analyze financial data, assess investment opportunities, and contribute to the optimization of portfolio performance.
• The candidate must have a minimum of one year of relevant experience and a keen interest in investment strategies and financial markets.

Key Responsibilities
Portfolio Support:

• Assist the Portfolio Manager in managing investment portfolios to meet clients' financial objectives.
• Monitor and review the performance of assets within the portfolio, identifying areas for optimization.
• Support in asset allocation strategies and periodic rebalancing of portfolios.

Research and Analysis:

• Conduct in-depth research on equities, fixed income, mutual funds, and other financial instruments.
• Analyze financial statements, industry trends, and market data to identify investment opportunities.
• Prepare reports, presentations, and recommendations based on research findings.

Reporting and Compliance:

• Prepare performance reports and presentations for internal and client review.
• Ensure adherence to regulatory requirements and company investment guidelines.
• Maintain and update investment research databases and tools.

Collaboration and Stakeholder Engagement:

• Collaborate with the portfolio management team to develop investment strategies.
• Maintain communication with internal stakeholders and clients to provide updates on investment performance and strategies.

Key Qualifications and Skills
Education and Experience:

• Bachelor’s Degree in Finance, Economics, Accounting, or related fields.
• Minimum of 1 year of experience in investment research, portfolio management, or financial analysis.

Skills and Competencies:

• Strong analytical skills with the ability to interpret complex financial data.
• Proficiency in financial modeling and analysis tools (e.g., Excel etc).
• Knowledge of investment instruments, including equities, fixed income, and mutual funds.
• Excellent communication and presentation skills.
• Ability to work independently and collaboratively in a team-oriented environment.

Certifications (Preferred):

• Any reputable investment-related certifications will be an advantage.

Key Attributes:

• Detail-oriented with strong problem-solving abilities.
• High ethical standards and professionalism.
• Strong organizational and time-management skills.

Application Closing Date
24th January, 2025.