Fund / Portfolio Manager at Amy Consulting

Job Summary

• Our Client is currently in need of a Fund/Portfolio Manager. The Fund/Portfolio Manager will be responsible for managing investment portfolios, optimizing asset allocation, and ensuring compliance with regulatory and investment guidelines.
• Reporting directly to the Chief Operating Officer (COO), this role requires a deep understanding of fixed-income securities, money market instruments, and portfolio risk management, with a focus on maximizing returns while maintaining liquidity and capital preservation.

Key Responsibilities
Portfolio Management & Investment Strategy

• Develop and execute investment strategies for assigned funds (e.g., Money Market Mutual Funds, Fixed Income Funds, Equity Funds).
• Conduct fundamental and macroeconomic analysis to guide asset allocation decisions.
• Monitor and adjust portfolios to align with investment objectives, risk tolerance, and regulatory requirements.
• Maintain a diversified portfolio of Treasury Bills, Commercial Papers, Bank Placements, and other short-term instruments.
• Ensure compliance with Weighted Average Maturity (WAM) limits and issuer exposure caps.

Risk Management & Compliance:

• Implement risk control measures to mitigate credit, liquidity, and interest rate risks.
• Monitor portfolio performance vs. benchmarks (e.g., Treasury Bill rates, peer funds).
• Ensure adherence to SEC Nigeria, CBN, and internal compliance policies.
• Prepare risk reports for the COO and Investment Committee.

Performance Reporting & Investor Relations:

• Generate daily, weekly, and monthly performance reports for stakeholders.
• Present fund performance updates to the COO, Board, and clients.
• Respond to investor inquiries regarding fund strategy and performance.

Market Research & Strategy Development:

• Track monetary policy changes, interest rate trends, and macroeconomic indicators.
• Identify new investment opportunities in Nigeria’s money and fixed-income markets.
• Recommend adjustments to portfolio strategy based on market conditions.

Team Collaboration & Operational Oversight:

• Work closely with the COO, Risk Management, and Compliance teams to ensure smooth fund operations.
• Supervise research analysts and traders in executing investment decisions.
• Liaise with custodians, registrars, and auditors for seamless fund administration.

Key Performance Indicators (KPIs)

• Fund Performance vs. Benchmark (e.g., T-Bill rate).
• Portfolio Yield & Risk-Adjusted Returns.
• Compliance with Regulatory & Internal Investment Guidelines.
• AUM Growth & Investor Retention Rate.

Qualifications & Experience
Education:

• Bachelor’s Degree in Finance, Economics, Accounting, or related field.
• Master’s degree or CFA/ACA/ACCA certification (strongly preferred).

Experience:

• Minimum of 4–7 years in portfolio/fund management, preferably in fixed income/money markets.
• Proven track record in managing mutual funds, or treasury assets.
• Strong understanding of SEC Nigeria & CBN regulations for Collective Investment Schemes.

Technical Skills:

• Advanced proficiency in Excel, Bloomberg, and portfolio management software.
• Strong financial modeling, valuation, and risk assessment skills.
• Knowledge of Nigerian debt capital markets.

Soft Skills:

• Strong analytical and decision-making abilities.
• Excellent communication and presentation skills.
• Ability to work under tight deadlines and pressure.

Work Environment & Compensation

• Full on-site work model
• Competitive salary + performance-based bonuses.
• Health insurance, pension, and professional development support.

Reporting Structure:

• Direct Report: Chief Operating Officer (COO).
• Collaborates With: Risk Management, Compliance, Operations, and Business Development teams.