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Investment Officer

Job Description - Investment Officer




Responsibilities:






Fund & Portfolio Management:



● Manage assigned investment portfolios and collective investment schemes.



● Execute investment strategies aligned with fund mandates (Money Market, Fixed Income, and discretionary portfolios).



● Monitor portfolio performance against benchmarks and risk targets.



● Conduct periodic re-balancing of portfolios to optimize yield and liquidity.



● Ensure strict adherence to investment policy statements (IPS) and regulatory guidelines







Fund Structuring Support:



● Support the launch and management of new funds (e.g., Money Market Fund, Fixed Income Fund).



● Assist in defining fund strategies, benchmarks, and risk parameters.



● Contribute to product development and investment structuring initiatives.







Trade Execution & Portfolio Operations:



● Execute trades across money market instruments, treasury bills, bonds, and other approved assets.



● Liaise with brokers, dealing members, custodians, and counterparties.



● Ensure timely settlement of transactions and reconciliation of trades.



● Maintain accurate trade logs and portfolio records.


Requirements



  • A minimum of 4+ years of relevant investment-related experience

  • Demonstrated success within Asset Management, Capital Markets, Investment Management, or Commercial Bank-Treasury. 

  • ICAN (ACA), ACCA, CPA, CFA, or active progress toward any of these certifications. 







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