Job Description
Key Responsibilities are to
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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
Required Qualifications/Skills
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Minimum BA/BSc (2nd Class Upper) or HND (Upper Credit)
•An MBA in a Finance related field and/or 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
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SEC sponsored individual status will be an advantage
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In-depth knowledge of the Bonds (Naira and Eurobonds) as well as Equities (Nigerian and international) is mandatory
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Relationships with Issuing houses, Banks and other sell side market participants is required