Finance and Investment Manager at Ivee Consulting Limited

Ivee Consulting provides expert solutions in manpower, event management, and real estate, driven by exceptional service and long-term partnerships.

We are recruiting to fill the position below:

Job Title: Finance and Investment Manager

Location: Lagos
Employment Type: Full-time

Job Overview

• The Finance and Investment Manager will oversee the bank’s investment portfolio and manage financial planning activities to support the institution’s growth strategy. 
• This role involves analyzing market trends, recommending investment opportunities, and ensuring the bank's investment portfolio aligns with its financial goals.

Key Responsibilities
Investment Strategy & Management:

• Develop and execute the bank’s investment strategy to achieve optimal returns while balancing risk.
• Conduct thorough market analysis to identify investment opportunities across various sectors.
• Manage the bank’s investment portfolio, ensuring it is well diversified and meets the bank's risk tolerance.

Financial Planning & Analysis:

• Assist in financial planning and analysis to support decision-making at the senior management level.
• Prepare reports on the financial performance of investments, highlighting key trends, returns, and risks.
• Provide financial models and forecasts to guide investment decisions.

Risk Management:

• Monitor and manage financial risks related to investments, including market risk, liquidity risk, and credit risk.
• Collaborate with the risk management team to develop strategies that mitigate exposure to investment risks.
• Regularly evaluate the performance of the investment portfolio and make adjustments to optimize returns.

Investment Reporting:

• Prepare and present regular investment reports to the CFO and senior management.
• Ensure accurate and timely reporting of investment performance, returns, and risks.
• Monitor the performance of external fund managers and financial products used by the bank.

Regulatory Compliance & Reporting:

• Ensure compliance with relevant regulations and standards related to financial investments.
• Maintain up-to-date knowledge of the regulatory landscape affecting investments and financial services.

Team Collaboration & Leadership:

• Work closely with other finance and investment professionals to ensure smooth operations and effective decision-making.
• Lead investment analysis meetings and collaborate with internal teams on key financial initiatives.

Key Performance Indicators (KPIs)
Investment Portfolio Performance:

• Achieve annual investment return targets (e.g., X% return on the investment portfolio).
• Maintain a diversified investment portfolio with a balanced risk profile.

Risk Management:

• Reduction in investment-related risks, such as a measurable decrease in portfolio volatility.
• Successful mitigation of market and credit risks by implementing effective strategies.

Financial Planning Accuracy:

• Achievement of financial forecasting goals with a variance of no more than 5% between projected and actual investment returns.
• Timely and accurate reporting of investment performance to senior management.

Compliance & Regulatory Adherence:

• 100% compliance with all investment-related regulations and reporting standards.
• Zero instances of financial misreporting or regulatory violations.

Investment Strategy Execution:

• Successful implementation of investment strategies with at least two new investments or financial products added to the portfolio each year.
• Identification and successful execution of key investment opportunities that align with the bank’s long-term financial goals.

Team Collaboration & Leadership:

• Positive feedback from cross-functional teams regarding collaboration and communication.
• Achievement of team development objectives, such as certifications or training programs.

Qualifications

• Bachelor's Degree in Finance, Economics, Accounting, or related field (Master’s degree or MBA preferred).
• Chartered Financial Analyst (CFA), Financial Risk Manager (FRM), or other relevant certifications preferred
• Minimum of 5 years of experience in financial management, with at least 3 years in investment analysis, portfolio management, or a similar role in a financial institution or digital bank.
• Proven track record of successful investment management, financial forecasting, and risk assessment.
• Strong understanding of investment principles, financial markets, and portfolio management.
• Excellent analytical and financial modeling skills.
• Knowledge of regulatory frameworks governing financial investments.
• Proficiency in financial software, tools, and market research techniques.
• Strong communication and presentation.

Salary
N900,000 - N1,000,000 monthly.

Application Closing Date
25th May, 2025.

How to Apply
Interested and qualified candidates should send their CV to: consultingivee@gmail.com using the Job Title as the subject of the email.