Fund & Portfolio Manager at a Reputable Company

Reporting Line: Managing Director/CEO

Job Brief:

As Fund Portfolio Manager, you are expected to develop investment strategies, manage asset allocations and drive risk-adjusted returns for institutional or retail funds.

You will conduct deep market research and oversee asset allocation to achieve the funds target performance benchmark while managing downside risk.

Job Description:

• Strategy Formulation: Develop and execute asset allocation strategies across fixed- income, equities, or money market instruments aligned with the funds mandate and risk profile
• Market Research: Analyse macro-economic risk indicators, financial statements and market trends.
• Risk Management: Monitor portfolio risk, track exposures, and maintain adequate fund liquidity
• Stakeholder Reporting: Prepare performance reports and communicate updates to regulators, clients or executives.
• Compliance: Ensure adherence to internal mandates and regulatory frameworks (e.g. SEC regulations).
• Team Collaboration: Partner with equity / fixed income analysts and traders to optimize execution. Providing advice on how to allocate and diversify assets to help clients achieve their goals.
• Business Development: Develop business development strategies to attract and retain HNIs & Institutional Investors.

Regulatory Compliance & Operations

• SEC Representation: Serve as a SEC-sponsored individual, ensuring all fund activities strictly adhere to the Investment and Securities Act (ISA) and SEC Rules and Regulations.
• Reporting: Prepare comprehensive monthly and quarterly performance reports for the MD/CEO, the Investment Committee, and regulatory bodies.
• Compliance: Ensure timely filing of all regulatory returns related to managed funds.

Required Qualifications & Experience

• Education: Bachelor’s degree in Finance, Economics, Accounting, or a related field. An MBA or Master’s in Finance is highly desirable.
• Professional Certification: Must have any of the relevant professional qualifications: ACA/ACCA/CIS 
• SEC Status: Must be currently registered (or eligible for immediate registration) as a SEC Sponsored Individual for Fund Management.
• Experience: Minimum of 5 years of active experience specifically as a Fund Manager within the Nigerian Capital Market. (Mandatory)
• Market Knowledge: Deep understanding of the Macroeconomic trends both local & global, Nigerian Stock Exchange (NGX), FMDQ, and the regulatory landscape of the Nigerian SEC.