Investment Analyst at Lotus Capital Limited

Reporting To:Head, Investment Management & Research
Key Functions & Responsibilities

• Construct investment portfolios for domestic and foreign assets including equities, fixed income and alternative investments with the aim of maximizing investment returns
• Manage portfolio risk in line with mandates
• Provide advice and guidance on investment opportunities
• Create investment performance reports
• Provide support to transaction advisory teams in identifying and packaging investment opportunities
• Communicate with stakeholders on market conditions and economic trends

Job Scope and Accountabilities
Competencies and Skills

•  Master’s degree in economics, finance or a related discipline
• Passed the CFA Level I exam – minimum requirement
• Attended trainings on Non-interest/Islamic finance preferred
• Minimum three-years’ experience in investment and financial assets management in a financial institution
• Strong understanding of investment strategies and risk management

Job Dimensions
Key Interfaces

• Head of Unit
• Finance Unit
• Legal Unit
• BD
• .HR & Admin

Key Performance Goals/Targets
*Performance is imperative and the achievement of set targets will highly influence the review of your employment at Lotus Capital. A performance review exercise will be conducted every six (6) months to ensure you are in line with your goal.