Portfolio Manager (Investment Management)

Job title: Portfolio Manager (Investment Management)

Company: iRecruiters Africa

Job description: Job Description:Hiring – Portfolio ManagerLocation: LagosOur client is a well-established financial services group in Nigeria, offering a broad spectrum of services across investment banking, asset management, securities trading, research, consulting, and trust services, with a strong emphasis on local expertise and global standards.The Company is seeking to hire a Portfolio Manager who will be responsible for the proper deployment of clients’ funds in a portfolio for optimal returns. The Portfolio Manager is responsible for ensuring that the firm generates long term inflation adjusted returns for clients.Key Responsibilities:

• Drive optimal performance of assigned client portfolios.

• Support fixed income trading desk operations.

• Conduct due diligence and valuation of investment proposals.

• Advise Client Advisors on client profiling and asset allocation strategies.

• Monitor client portfolio performance daily, recommending adjustments and providing quarterly reports.

• Produce and present regular reports for executive decision-making.

• Maintain capital market expertise to guide Client Advisors.

• Collaborate with Research on market analysis and investment recommendations.

• Construct investment portfolios based on asset allocation and sector insights.

• Analyze markets and research to inform portfolio development.

• Implement strategies for superior investment returns.

• Present to high-net-worth and institutional clients.

• Develop client-specific Investment Policy Statements.

• Manage client relationships to align portfolios with policy updates.

• Meet with high-net-worth clients to review policies, markets, and portfolio performance.

• Coordinate with Client Service Officers on client objectives.

• Evaluate holdings for alignment, potential, and diversification.

• Analyze diverse asset classes to inform management recommendations.

• Monitor financial markets daily for trading opportunities.

• Provide advanced analysis to enhance portfolio results.

• Utilize fundamental and basic analysis for investment insights.

• Develop complex financial models for various asset valuations.

• Perform data mining and database management for research and portfolio management.

• Generate variance reports and rebalance portfolios.

• Apply interpersonal and analytical skills in portfolio assignments and new product development.

• Ensure client feedback is addressed and requests are fulfilled.

• Prepare and distribute portfolio performance reports to clients/investors.

Requirements

• Good first degree in Finance or a related discipline (e.g., Accounting, Business Administration, Economics).

• At least 4-8 years’ experience in asset management, investment analysis, advisory, research, and/or product development within a financial services company.

• A relevant postgraduate degree, MBA, or professional qualification (e.g., CFA, Portfolio Management) is desirable.

• Good knowledge of the Financial Services industry – Equities, Fixed Income securities, Foreign Exchange market, Commodities market, property market – and an appreciation of its operations and peculiarities.

• Excellent knowledge of local and international capital market regulations/laws.

• Excellent communication, interpersonal, and networking skills.

• Good presentation and negotiation skills.

• Good problem analysis and problem-solving skills.

• Business and financial acumen.

• Strong analytical skills.

• Team player qualities.

• Problem identification and resolution skills.

• Good time management skills.

• Strong accounting skills.

• Significant knowledge of IT-based systems.

Key Performance Indicators:

• Ability to meet set client targets.

• Performance of funds under management.

• Fast turnaround time for processing and execution of client requests and mandates.

• Adherence to the set schedule for investment committee meetings.

• Quality of documentation for investment committee meetings.

• Quality and accuracy of reports produced.

• Client retention rate.

• Client satisfaction rate.

• Client referral rate.

• Quality and longevity of new products introduced.

• Level of assistance provided to Wealth Advisory.

• Error/Compliance rate on internal control investigations.

BenefitsHighly Competitive

Expected salary:

Location: Lagos, Lagos State

Job date: Sun, 04 May 2025 00:36:07 GMT