Portfolio Manager

Job Requirements

• Minimum of Bachelor’s degree (Second Class Upper) or HND (Upper Credit) in any related discipline.
• MBA in a finance-related field is an advantage.
• Professional qualifications such as ACS, CFA, ACA, are an advantage.
• At least 7 years’ experience in research or portfolio management in a bank or investment management company.
• SEC sponsored individual status will be an advantage.
• In-depth knowledge of the Bonds (Naira and Eurobonds) as well as Equities (Nigerian and international) is mandatory.
• Relationships with issuing houses, banks and other sell side market participants is required.

Job Description

• Research and generation of investment ideas (bonds and stocks) for clients as well as for proprietary trading.
• Portfolio asset allocation in-line with each client’s investment policy statement.
• Draft investment memos for the Investment Committee.
• Communicate investment instructions to brokers and counterparties.
• Generate generic periodic investment reports and documents (e.g. factsheets for mutual funds and quarterly reports for discretionary and non-discretionary portfolios, etc.)
• Liaise with the Trustees and SEC on Fund related issues.
• Keep a record of corporate actions and recommend a position when offered different corporate action options.