Our client is a leading investment management firm in Nigeria, with four core business areas; Investment Banking, Asset Management, Securities Trading, and Investment Research. The company deploys a full range of capital raising and financial advisory services to meet the needs of corporate and institutional clients.
Requirements
- Responsible for the performance of assigned portfolios to ensure clients enjoy superior risk-adjusted performance.
- Help man the fixed income trading desk
- Perform due diligence and evaluation of different investment proposals submitted to our client.
- Assisting Client Advisors with profiling of clients and providing recommendations for asset allocation based on clients' goals, objectives, time horizon and risk tolerance.
- Review client performance on a daily basis and recommend any changes that need to be made to the client's account.
- Create and present reports, Daily, Weekly Monthly, and quarterly to executive management and other business units to facilitate decision-making.
- Maintain current knowledge of capital market outlook and direction.
- Working closely with the Research Unit to develop in-depth market forecast and direction including stock recommendations.
- Develop investment portfolios according to asset allocation and sector analysis guidelines.
- Analyzes investment markets, reviews investment strategy, advisory, and research reports to develop in portfolios for accounts under management.
- Prepare and make presentations to high net-worth and institutional clients
- Develop an Investment Policy Statement that allows each client the potential of meeting their long-term investment goals
- Maintains relationships with clients to accurately reflect changes in their policy statement that flow through to the client's portfolio.
- Meets with various high net worth clients to review and/or update changes to the investment policy statement, as well as discuss market fundamentals and review portfolio performance.
- Coordinates with Client Service Officers to define and clarifyaccount objectives.
- Evaluates current holdings for desirability relative to accounting objectives, potential gains or losses, and diversification
- Responsible for analysis of investment in various assets classes and make appropriate recommendations to Management.
- Review the financial markets (Equities market, Money market and Foreign Exchange market) on a daily basis with a view to identifying buy and sell opportunities for the company and its clients.
- Provide in-depth and forward-looking analysis to increase portfolio performance.
- Use basic and fundamental techniques to gain valuable insight and analysis of investment opportunities.
- Develop complex financial models and valuation methodologies for public and private equities as well as projects.
- This is in addition to appraising various fixed income offerings – Treasury bills, corporate, municipal, and sovereign bonds offerings.
- Perform data mining, database creation, and management for core research and portfolio management, to aid decision making as well as distribution to key partners.
- Generate variance reports and rebalance the portfolio if necessary.
- Demonstrate a combination of people and analytical skills that facilitates the assignment of portfolios.
- Assist with new product development.
- Ensure adequate customer feedback is received, and client requests are adhered to
- Prepare portfolio management reports and disseminate them to clients/investors
