Portfolio Manager

We are looking for a qualified candidate to fill this position. Position Overview:

• Develop and implement portfolio strategies aligned with clients’ investment objectives.

• Conduct asset allocation across equities, fixed income, money market instruments, and alternative investments.

• Monitor portfolio performance and rebalance portfolios in response to market movements and mandate guidelines.

• Ensure portfolios remain within approved risk parameters and investment limits.

• Oversee trade execution in collaboration with the dealing desk.

Investment Research & Analysis

• Conduct macroeconomic, sectoral, and company-specific research.

• Prepare investment memos and recommendations for the Investment Committee.

• Analyze financial statements, valuation metrics, and market trends.

• Track global and local market developments and assess impact on portfolios.

Risk Management & Compliance

• Monitor portfolio risk exposures (market, credit, liquidity, and concentration risk).

• Ensure compliance with SEC regulations and internal investment guidelines.

• Prepare reports for internal risk committees and regulatory bodies.

• Maintain accurate documentation of investment decisions.

Client Engagement & Reporting

• Participate in client meetings to explain portfolio strategy and performance.

• Prepare quarterly and monthly portfolio performance reports.

• Provide insights into the market outlook and investment positioning.

Investment Committee Participation

• Present research findings and portfolio updates.

• Contribute to strategic asset allocation decisions.

• Support development of new investment products.

Required Qualifications: & Experience

• Bachelor’s or master’s degree in finance, Economics, or related field.

• CFA or equivalent Investment management professional certification preferred.

• 5–8 years’ experience in investment research and portfolio management.

• Strong knowledge of Nigerian and Global macro environments.

• Skilled in fundamental analysis, financial modeling, and portfolio construction

• Solid understanding of investment theory, asset allocation and asset classes

• Familiarity with SEC regulations and compliance requirements.

• Strong risk management awareness.

• Proven experience managing institutional and HNI portfolios.

• Proficient with Bloomberg.

• Excellent communication and presentation skills.

• Analytical and problem-solving mindset.