As the Portfolio Manager, you will manage investment portfolios, develop investment strategies, execute trading activities, and optimize portfolio performance in line with client objectives and risk parameters.
Responsibilities
Construct and manage diversified portfolios, develop investment strategies based on clients' Investment Policy Statements (IPS), and allocate assets according to risk profiles and objectives.
Research and generate investment opportunities across bonds, equities, fixed income, and other asset classes, while monitoring economic trends, market developments, and portfolio performance.
Communicate investment instructions to brokers and counterparties, and liaise with fund managers, banks, Trustees, real estate partners, and other market participants on investment and fund-related matters.
Prepare investment memos, performance reports, portfolio reviews, mutual fund factsheets, and quarterly reports, presenting relevant insights to senior management and clients.
Use financial models and analytics to forecast returns, assess portfolio health, conduct risk assessments, and provide recommendations on investment positions and corporate actions.
Ensure compliance with internal policies, Trustees, SEC regulations, and other relevant authorities while supporting budgeting, liquidity planning, and capital allocation activities.
Requirements
Bachelor's Degree in Finance, Economics, Accounting, Business Administration, or a related field.
Minimum 4 years of relevant experience in portfolio management, investment management, asset management, or a related field, with exposure to real estate, equities, and fixed income.
Strong understanding of financial markets, valuation techniques, asset allocation, portfolio management, and investment strategies.
Proficiency in portfolio management tools and financial modelling, including Microsoft Excel and Bloomberg or similar platforms.
In-depth knowledge of Naira and Eurobonds and Nigerian/international equities is mandatory; SEC-sponsored individual status is an advantage.
Strong relationships with issuing houses, banks, brokers, Trustees, and other sell-side market participants, with excellent analytical, communication, and client-management skills.