Department: Asset Management

Reporting to: Head of Investments / Chief Investment Officer

Profile Summary:

The Senior Portfolio Manager will be responsible for supporting the portfolio management team in overseeing local investment portfolios, including mutual funds, discretionary mandates, and proprietary accounts, in compliance with SEC and NGX regulations. The role also includes providing analytical support for foreign investments—particularly Eurobonds and USD-denominated funds—ensuring optimal asset allocation, performance tracking, and risk oversight across multi-asset portfolios.

Key Responsibilities (Summary)

• Track and evaluate the performance of naira-denominated investment portfolios, including money market, fixed income, equity, and balanced funds, ensuring alignment with investment objectives and regulatory limits.
• Conduct macroeconomic and capital market research, focusing on Nigeria’s fixed income and equities markets, while maintaining a working understanding of global market trends and how they affect local asset valuations.
• Support valuation and selection of fixed income instruments listed on FMDQ, commercial papers, treasury bills, bonds, and NGX-listed equities through fundamental and quantitative analysis.
• Provide input into asset allocation and rebalancing decisions by preparing scenario analysis, yield curve projections, and sector reviews.
• Assist in monitoring and reporting on foreign asset exposures within portfolios, especially USD mutual funds and Eurobond holdings, ensuring adequate FX risk analysis and compliance with fund mandates.
• Work with the fund accounting and operations teams to ensure timely and accurate NAV computation, trustee reporting, and client deliverables.
• Contribute to the preparation of investment committee reports, market commentaries, and client presentations.
• Maintain up-to-date knowledge of SEC regulations governing Collective Investment Schemes and NGX requirements for listed funds.

Qualifications & Experience

• Bachelor’s degree in finance, Economics, Accounting, or a related field.
• 7-10 years of experience in portfolio analysis or asset management, with a strong bias toward Nigerian market instruments.
• Professional qualifications such as CFA (Level II or higher), ACA, or SEC/CIS is required.
• Good working knowledge of Nigeria’s capital markets (bonds, equities, money markets) and basic exposure to Eurobonds and offshore fixed income products.
• Experience with portfolio analytics tools, Excel modeling, Bloomberg, or Reuters is essential.

Skills & Competencies

• Solid understanding of investment principles, portfolio performance analysis, and market risk.
• Ability to interpret financial market data and economic trends—both domestic and international—and their implications for portfolio strategy.
• Familiarity with regulatory reporting requirements under the SEC and NGX frameworks.
• Strong communication and reporting skills with the ability to translate analysis into actionable insights.
• Detail-oriented, disciplined, and capable of working under pressure within strict timelines.