Investment Manager at PricewaterhouseCoopers (PwC)

Reference Number: 130-PEO00903
Location: Lagos
Department: People & Change Nigeria
Job type: Permanent

Roles & Responsibilities

• The successful candidate will be reporting to the MD/CEO.
• This individual will be responsible for providing investment information and financial advice; works with corporate and individual clients; and maintains knowledge of a wide range of investment and financial products, including trusts, stocks, bonds, and shares. 

Other responsibilities are as follows:

• Responsible for management of investment portfolio of the Company which includes bonds, shares, and other money market instruments, properties, etc.
• Relationship Management with Banks
• Implement investment decisions of the Board/CEO in line with investment and operational objectives.
• Cash flow and treasury management
• Provide investment information/Report and financial advice to Board and Management on a regular basis
• Make recommendations to Management and Board on investment strategy, policy and guidelines
• Work closely with investment bankers to access financial information and investment opportunities
• Present investment opportunities and related analysis to management and the Board of Directors of the Company
• Use complex financial models to project future earning and profit potential of investee companies and uses this data to inform decisions and proposals for management and board review
• Responsible for asset allocation and liquidity monitoring and portfolio rebalancing
• Ensure all appropriate risk management measures are in place for internally managed portfolios.
• Research on competitor investment options/products as required.
• Ensure Consultants and Fund Managers meet required performance standards and adhere to Fund processes, systems and compliance requirements.
• Maintain current knowledge about financial products available to the Company, including bonds, stocks, etc.
• Recommend investment decisions that will increase the value of the Company’s investment fund and ensure that the best return on investment is achieved
• Collate detailed, up-to-date information about the Nigerian economy and financial markets
• Ensure safety of investment fund portfolio
• Write financial research summaries
• Conduct regular meeting with stock market traders, fund managers and stockbrokers for investment opportunities
• Make informed investment recommendations

Requirements, Qualification & Experience
Qualifications:

• An advanced degree in Finance or an MBA strongly preferred
• HND or BSc. in Accounting, Statistics, Economics and relevant professional qualifications e.g. ICAN

Experience:

• Minimum of 4 years cumulative relevant experience with at least four (4) years in Investment Analysis
• Experience in the Insurance Industry an added advantage.

Skills & Competencies:

• Result Orientation/ Drive for results
• Teamwork
• Conflict and/or negotiation skills
• Customer focus
• Attention to detail
• Decision making
• Good communication skills (Verbal & Written)
• Numerical/Arithmetical Ability
• Strategic thinking.

Knowledge Requirements:

• 4 year(s) experience working as an Investment Analyst.
• In-depth understanding of financial metrics, setup, and statistics.
• Familiar with relevant laws and regulations.
• Strong propensity for data research and analysis.
• Experience with appropriate software systems.
• Excellent verbal and written communication.
• Attention to detail.