Smart Partners Consulting Limited (SPCL) is an indigenous consulting firm poised on the business model of collaboration to provide professional services of Human Resources and Business Strategy to different companies in various sectors of Nigeria’s economy. It was incorporated in July 2013. Our idea of collaboration and partnership involves the synergy of tested experts in the market place to research, identify and proffer solutions to the ever dynamic needs of our Clients.
We are recruiting to fill the position below: Job Title: Portfolio Manager
Location: Lagos Employment Type: Full-time
Job Summary
The Portfolio Manager will be responsible for managing investment portfolios in line with clients' investment objectives, risk tolerance and agreed investment mandates.
The role involves conducting market research, analysing investment opportunities, making investment decisions, monitoring portfolio performance and implementing strategies that optimise returns while managing associated risks.
Key Responsibilities
Develop and implement investment strategies for assigned portfolios based on investment objectives and risk profiles.
Conduct in-depth research and analysis of financial markets, economic indicators, securities and investment opportunities.
Make informed investment decisions regarding the purchase, sale and allocation of financial assets.
Monitor portfolio performance and recommend adjustments where necessary to achieve investment targets.
Analyse financial statements, company performance, market trends and valuation metrics to support investment decisions.
Manage portfolio risks through diversification, asset allocation and continuous monitoring of market exposure.
Prepare regular investment performance reports and provide updates to management and clients as required.
Ensure investment activities comply with approved investment mandates, internal policies and applicable regulatory requirements.
Identify emerging investment opportunities across relevant asset classes, including equities, fixed income, money market instruments and alternative investments.
Maintain accurate records of portfolio transactions, valuations and investment decisions.
Collaborate with investment analysts, research teams and other relevant departments.
Provide investment recommendations and market insights to the Chief Investment Officer.
Qualifications and Experience
Bachelor's degree in Finance, Economics, Accounting, Statistics or a related discipline.
Professional certification such as CFA, CIS, ACCA or equivalent is an added advantage.
5–7 years' experience in portfolio management, investment analysis, asset management or related financial services.
Proven experience managing investment portfolios and analysing financial instruments.
Strong understanding of capital markets, investment products, portfolio construction and risk management.
Proficiency in financial modelling, investment analysis and relevant financial data tools.
Required Competencies
Strong financial and quantitative analytical skills.
Investment research and portfolio optimisation.
Risk analysis and management.
Excellent numerical and problem-solving abilities.
Attention to detail and accuracy.
Sound judgement and investment decision-making.
Strong communication and reporting skills.
Integrity, accountability and professionalism.