Investment Officer at Pere Castle

Pere Castle - We are a recruiting firm passionate about connecting exceptional talents with forward-thinking organizations.

We are recruiting to fill the position below:

Job Title: Investment Officer

Location: Lagos
Employment Type: Full-time

Responsibilities

• Conduct fundamental and technical analysis of equities, fixed income securities, mutual funds, and other investment instruments.
• Prepare investment reports, market commentaries, and recommendations for internal stakeholders and clients.
• Assist in the construction, monitoring, and rebalancing of investment portfolios in line with clients' investment objectives and risk appetite.
• Monitor portfolio performance and recommend adjustments to optimize returns.
• Prepare investment proposals and portfolio performance reports.
• Build and maintain long-term relationships with clients through professional advisory services.
• Track daily market activities across the Nigerian Exchange (NGX), fixed income market, and other investment markets.
• Monitor corporate actions, earnings releases, economic data, and market news.
• Ensure adherence to SEC regulations, NGX rules, and internal investment policies.
• Support Know Your Customer (KYC), Anti-Money Laundering (AML), and other regulatory compliance processes where applicable.
• Prepare periodic investment performance reports.
• Maintain accurate investment records and documentation.
• Carry out other duties assigned.

Requirements

• HND/Bachelor's Degree in Finance, Economics, Accounting, Business Administration, Banking & Finance, or any related discipline.
• Minimum of 3 years relevant experience in investment management, stockbroking, asset management, wealth management, or other capital market-related institutions.
• Candidate must be a member of at least one recognized professional body such as (ACCA), (CIS), (CISI), (CFA), (ICAN) or (CIBN).
• Strong knowledge of capital market operations and investment products.
• Conversant with Portfolio management and asset allocation.
• Knowledgeable about equity and fixed income valuation.
• Investment research and market analysis.
• Risk assessment and investment performance measurement.
• Sound understanding of SEC and NGX regulatory requirements.

Application Closing Date
31st August, 2026.

How to Apply
Interested and qualified candidates should send their CV / Resume to:  perecastlehr@gmail.com using the job title as the subject of the mail.