Portfolio Manager at Zedcrest Capital Limited

Zedcrest Capital is a full service capital management firm, with core interests in fixed income securities trading, asset management and proprietary investments.

We are recruiting to fill the position below:

Job Title: Portfolio Manager

Location: Lagos
Employment Type: Full Time
Experience level: Experienced
Workplace Type: Hybrid
Unit: Research and Portfolio Management
Reports to: Head, Research and Portfolio Management

Job Summary

• The Portfolio Manager will assess our clients’ risk tolerance and perform significant market research to develop portfolios that maximize their financial gains.
• This role will involve the active management of the company’s mutual funds that will be rebalanced on a regular basis in line with the investment charter.
• A solid understanding of fixed income and equities markets, the asset management industry, and experience related to client service and/or portfolio management is required. 
• The Portfolio Manager will be accountable for meeting a wide array of client needs and partnering with internal and external stakeholders to represent the investment team.

Responsibilities

• Craft investment packages and manage client expectations and transactions to achieve our client’s overall objectives.
• Responsible for managing fixed-income strategies across separately managed accounts and commingled vehicles, including mutual funds.
• Manage equity portfolios to maximize investment returns, while maintaining acceptable levels of risk based on management’s expectation.
• Write periodic market commentary for internal and external dissemination.
• Communicate with management about portfolio performance, market conditions and economic trends.
• Provide advice and guidance for investment opportunities in the global equities market.
• Perform comprehensive daily market research to maintain familiarity with current industry trends and technologies.
• Conducting market and economic research to inform investment decisions.
• Responsible for performance, oversight, and reporting for selected investment strategies on the Fixed income portfolio.
• Determine mix of assets and investments that are consistent with strategy mandates.
• Analyze alternative investment and risk scenarios (e.g., relative value, overall investment return, interplay of various asset classes, and comparative return of different markets).
• Communicate strategic shifts and changes in the marketplace to clients and internal customers.
• Manage one or more mutual funds and/or an assigned group of core investment portfolios.
• Develop and maintain a rigorous risk framework ensuring continuity with strategy directives, understanding of factor exposures, control of downside deviation and risk/reward methodologies.
• Communicate to clients about current market conditions, investment alternatives, asset allocation and portfolio results.
• Attend client meetings and committee meetings as appropriate.
• Write periodic market commentary for internal and external dissemination.
• Accurately complete various compliance related reporting in a timely manner.

Requirements

• Bachelor’s Degree in Accounting, Banking and Finance, Economics and other related courses.
• Professional certification as a Chartered Financial Analyst (CFA), or similar qualification (ACS, ACA e.t.c), will be desirable.
• A minimum of 4 years’ professional portfolio management experience.
• Ability to conduct extensive data research and handle large datasets.
• Self-motivated, independent and resourceful.
• High level of curiosity, sense of ownership and accountability.
• Excellent analytical skills and research techniques.
• Highly organized and detail-oriented with proven ability to multi-task.
• Capable of communicating and expressing ideas clearly & concisely, in both written & oral formats.
• Capable of being objective and giving/taking constructive feedback.
• Must be able to operate in an autonomous and entrepreneurial environment.
• Ability to organize complex objectives into individual related tasks and measurable deliverable.

Application Closing Date
Not Specified.