Research and Portfolio Manager at WorQulture

WorQulture is an instructional design company specialised in developing systems, processes and learnings that encourage employee development and productivity.

We are recruiting to fill the position below:

Job Title: Research and Portfolio Manager

Location: Lagos
Reports To: Chief Investment Officer / Managing Director
Department: Investments / Research

Job Purpose

• The Portfolio Manager & Research professional is responsible for conducting investment research, developing investment strategies, and managing client and proprietary portfolios in line with approved mandates, risk limits, and regulatory requirements.
• The role combines fundamental and market research with active portfolio construction and performance management to achieve superior risk-adjusted returns.

Key Responsibilities
Investment Research:

• Conduct fundamental, macroeconomic, and market research on equities, fixed income, money market instruments, and alternative assets.
• Analyse economic trends, monetary and fiscal policies, interest rate movements, and capital market developments in Nigeria and relevant global markets.
• Develop investment theses, valuation models, and research reports to support investment decisions.
• Monitor portfolio holdings and provide ongoing research updates and recommendations.

Portfolio Management:

• Manage client and proprietary portfolios in line with approved investment mandates, risk limits, and asset allocation guidelines.
• Execute portfolio rebalancing and tactical asset allocation decisions.
• Ensure compliance with investment guidelines, client mandates, and internal risk limits.
• Optimise portfolio performance while managing downside risks and liquidity.

Investment Strategy & Asset Allocation:

• Support development of strategic and tactical asset allocation frameworks.
• Participate in investment committee meetings and present research findings and portfolio recommendations.
• Contribute to product development and structuring of new investment products and funds.

Performance Monitoring & Reporting:

• Monitor portfolio performance against benchmarks and peers.
• Analyze sources of performance and risk (performance attribution).
• Prepare investment and performance reports for clients, management, and the Board.
• Support regulatory and investor reporting requirements.

Risk Management & Compliance:

• Work closely with risk and compliance teams to ensure adherence to SEC rules, fund documentation, and internal policies.
• Monitor market, credit, liquidity, and concentration risks within portfolios.
• Ensure all investment activities comply with SEC Nigeria regulations and firm policies.

Client & Stakeholder Engagement:

• Support client meetings, presentations, and investment updates.
• Respond to client and investor queries on portfolio performance and strategy.
• Liaise with custodians, brokers, and investment operations teams to ensure efficient trade execution and settlement.

Qualifications & Experience

• Bachelor’s Degree in Finance, Economics, Accounting, Business Administration, or related discipline.
• Master’s degree in Finance, Economics, or MBA is an added advantage.
• Relevant professional certifications such as CFA, CISI, or ICAN (for investment analysis) are highly desirable.
• Minimum of 5–10 years relevant experience in portfolio management and investment research.
• Prior experience within an asset management firm, investment bank, pension fund, or other SEC-regulated institution is preferred.
• Strong understanding of Nigerian capital markets and investment instruments.
• Strong analytical and quantitative skills.
• Solid understanding of portfolio construction and risk management principles.
• Strong financial modelling and valuation skills.
• Excellent report writing and presentation skills.
• Strong judgment, integrity, and decision-making ability.
• Ability to work under pressure and adapt to changing market conditions.

Performance Indicators

• Risk-adjusted portfolio performance versus benchmarks.
• Quality and timeliness of investment research and recommendations.
• Compliance with investment mandates and risk limits.
• Client satisfaction and retention.
• Contribution to new product development and assets under management (AUM) growth.

Application Closing Date
23rd February, 2026.