LocationLagosWork TypeOn PremiseEmployment TypeFull TimeExperience LevelMid LevelPosted Date 03/05/2025
Portfolio Manager
Hiring – Portfolio Manager Location: Lagos Our client is a well-established financial services group in Nigeria, offering a broad spectrum of services across investment banking, asset management, securities trading, research, consulting, and trust services, with a strong emphasis on local expertise and global standards.
The Company is seeking to hire a Portfolio Manager who will be responsible for the proper deployment of clients’ funds in a portfolio for optimal returns. The Portfolio Manager is responsible for ensuring that the firm generates long term inflation adjusted returns for clients.
Key Responsibilities:
Drive optimal performance of assigned client portfolios.
Support fixed income trading desk operations.
Conduct due diligence and valuation of investment proposals.
Advise Client Advisors on client profiling and asset allocation strategies.
Manage client relationships to align portfolios with policy updates.
Meet with high-net-worth clients to review policies, markets, and portfolio performance.
Coordinate with Client Service Officers on client objectives.
Evaluate holdings for alignment, potential, and diversification.
Analyze diverse asset classes to inform management recommendations.
Monitor financial markets daily for trading opportunities.
Provide advanced analysis to enhance portfolio results.
Utilize fundamental and basic analysis for investment insights.
Develop complex financial models for various asset valuations.
Perform data mining and database management for research and portfolio management.
Generate variance reports and rebalance portfolios.
Apply interpersonal and analytical skills in portfolio assignments and new product development.
Ensure client feedback is addressed and requests are fulfilled.
Prepare and distribute portfolio performance reports to clients/investors.
Requirements
Good first degree in Finance or a related discipline (e.g., Accounting, Business Administration, Economics).
At least 4-8 years' experience in asset management, investment analysis, advisory, research, and/or product development within a financial services company.
A relevant postgraduate degree, MBA, or professional qualification (e.g., CFA, Portfolio Management) is desirable.
Good knowledge of the Financial Services industry – Equities, Fixed Income securities, Foreign Exchange market, Commodities market, property market – and an appreciation of its operations and peculiarities.
Excellent knowledge of local and international capital market regulations/laws.
Excellent communication, interpersonal, and networking skills.
Good presentation and negotiation skills.
Good problem analysis and problem-solving skills.
Business and financial acumen.
Strong analytical skills.
Team player qualities.
Problem identification and resolution skills.
Good time management skills.
Strong accounting skills.
Significant knowledge of IT-based systems.
Key Performance Indicators:
Ability to meet set client targets.
Performance of funds under management.
Fast turnaround time for processing and execution of client requests and mandates.
Adherence to the set schedule for investment committee meetings.
Quality of documentation for investment committee meetings.
Quality and accuracy of reports produced.
Client retention rate.
Client satisfaction rate.
Client referral rate.
Quality and longevity of new products introduced.
Level of assistance provided to Wealth Advisory.
Error/Compliance rate on internal control investigations.
