Portfolio Manager at a Financial Institution Alan & Grant

Alan & Grant - Our client is a financial institution that provides share management, capital raising, investment, market research, analysis and advisory services in Corporate Finance, Equities and Fixed Income Markets to diversified clientele

They are recruiting to fill the position below:

Job Title: Portfolio Manager

Location: Ikoyi, Lagos
Employment Type: Full Time

Responsibilities

• Generating an investment policy statement outlining our clients’ investment objectives
• Staying up to date with relevant investment, trading news, and economic trends.
• Constructing successful investment portfolios informed by market conditions and economic trends. Buying and selling securities in client accounts to maintain a specific investment strategy or to reach an investment objective.
• Perform significant market research to develop portfolios.
• Communicate with clients about their accounts, market conditions and economic trends.
• Manage equity and bond portfolios to maximize investment returns.
• Designing investment packages, managing client expectations and transactions to achieve set objectives.
• Commensurate acceptable levels of risk based on client instructions.
• Maintaining new and existing client relationships, including informing clients of market conditions, updating them on investment research and economic trends, and 
• Meeting with them to discuss their portfolio performance and investment objectives.
• Prospecting for new clients.

Requirements

• B.Sc in Business Administration / Finance / Economics
• Professional certifications such as ACA, ACCA, CFA Should be an added advantage
• 5 - 7 years relevant experience
• Demonstrated understanding of capital markets
• Excellent written and verbal communication skills
• Highly organized and detail oriented.
• Strong analytical skills with high level of attention
• Financial Accounting and Analysis
• Proficient use of accounting software (Info ware, sage300, cloud integra)
• Proficient use of Microsoft office

Application Closing Date
Not Specified.