Investment / Treasury Officer

About the Role

This position offers a great opportunity for career growth in investment and treasury management within the international insurance sector.

Duties & Responsibilities

• Manage daily treasury operations, including cash positioning, bank account management, and fund transfers, to ensure adequate liquidity for operational and investment needs
• Oversee and manage investment portfolios in line with approved investment policies, risk appetite, and regulatory requirements
• Monitor cash flow forecasts, liquidity levels, and funding requirements to support operational and strategic objectives
• Conduct investment analysis, including yield assessment, risk evaluation, and market trend analysis, to support investment decisions
• Prepare periodic investment performance reports, portfolio summaries, and treasury dashboards for management review
• Ensure compliance with regulatory investment limits, internal investment policies, and guidelines issued by regulatory authorities such as NAICOM
• Liaise with fund managers, banks, custodians, and other financial institutions to manage investment transactions and treasury activities
• Monitor interest rate movements, market developments, and economic indicators that may impact investment performance
• Support asset-liability management initiatives and contribute to financial risk management strategies
• Maintain accurate investment and treasury records, documentation, and reconciliations to support audit and reporting requirements
• Support internal and external audit processes by providing investment and treasury-related documentation and explanations

Education & Qualifications

• Bachelor's Degree in Finance, Economics, Accounting, or a related discipline
• Professional certification such as CFA, ACA, ACCA, or related investment qualifications (an added advantage)
• Minimum of 5–8 years relevant experience in investment management, treasury operations, or asset management, preferably within the insurance or financial services sector
• Demonstrated experience in portfolio management