Investment/Financial Manager

Company Overview:

Our client is a leading asset management company specializing in equities, fixed income, alternative investments, etc.

Position Title: Investment/Financial Manager

Location: Ikoyi, Lagos.

Job Type: Full-time

Minimum Experience: 3 years in investment management or related financial roles

Responsibilities:

Portfolio Management:

• Develop and implement investment strategies in line with client objectives, risk tolerance, and market conditions.
• Monitor and rebalance client portfolios to optimize performance and ensure alignment with investment guidelines.
• Conduct regular portfolio reviews, performance analyses, and reporting for clients and senior management.

Investment Analysis:

• Conduct thorough research and analysis of potential investment opportunities, including equities, fixed income, and alternative investments.
• Evaluate financial statements, market trends, economic indicators, and industry developments to make informed investment decisions.
• Prepare investment proposals, presentations, and recommendations based on comprehensive analysis and risk assessment.

Client Relationship Management:

• Build and maintain strong relationships with clients, understanding their financial goals, preferences, and risk profiles.

Risk Management:

• Assess and manage investment risks, including market risk, credit risk, liquidity risk, and operational risk, within established guidelines and frameworks.

Market Research and Strategy Development:

• Stay updated on market trends, macroeconomic factors, regulatory changes, and global events impacting financial markets.

Requirements

Qualifications:

1. Bachelor's degree in Finance, Economics, Business Administration, or a related field (Master's degree or CFA designation is a plus).

2. Minimum of 3 years of experience in investment management, financial analysis, or related roles within the asset management industry.

3. Strong knowledge of financial markets, investment products, portfolio management techniques, and risk management principles.

4. Proficiency in financial modeling, data analysis tools, investment software, and Microsoft Excel.

5. Excellent analytical skills, attention to detail, and the ability to interpret complex financial data and reports.

6. Effective communication skills, both verbal and written, with the ability to present investment ideas and strategies to clients and stakeholders.