Investment Analyst at Shell Petroleum Development Company

Support the Head, Investments to manage SNCPFA’s Investment  Portfolios within acceptable risk parameters and in accordance with Shell Group, SNCPFA Policies and relevant statutes e.g. Pension Reform Act 2014, Statement of Investment Principles etc. Successful candidate would be responsible for the underlisted:

STRATEGY

• Contribute to the formulation of Investment and Risk Management plan for funds under the management of SNCPFA.
• Proactively assess and recommend improvements to processes to support timely, efficient and profitable investment of funds.
• Assist in the conduct of periodic risk-based assessment of counter-party financial institutions and brokers and recommend institutions for retention or suspension.
• Provide weekly review of macro economic indicators, fiscal and monetary Policy and market developments that impact the value of the Funds. Develop, articulate and recommend appropriate strategies to leverage these indices to optimise returns for the Funds.

EXECUTION/REPORTING

• Negotiate, confirm and execute Fixed Income (Bonds and Money Market) deals with approved counter-party  financial institutions in a timely and efficient manner.
• Conduct periodic fixed income research to provide market colour and insight into opportunities beyond legacy exposure.
• Contribute to the assessment, analysis and preparation of investment/divestment proposals for approval by the Investment Strategy Committee (ISC).
• Evaluate and execute approved Capital Market transactions (domestic and offshore).
• Provide relevant advice and concise and timely periodic management information reports on counter-parties and investee companies.
• Ensure the Pension Fund’s offshore equity portfolio  is appropriately re-balanced to the approved benchmark index.
• Ensure the activities of offshore Fixed Income portfolio managers is consistent with SNCPFA’s risk appetite and rating requirements.
• Contribute to the preparation of  monthly ISC meeting slides and  quarterly Board meeting activity reports/slides.
• Keep abreast of developments in both local and global Financial Markets and ensure compliance with relevant legislation, statutory regulations and guidelines governing the Funds’ investments, in particular Pension Reform Act 2014.
• Establish and maintain cordial and mutually beneficial business and professional relationships with financial intermediaries, stockbrokers, Nigerian Stock Exchange, and relevant regulatory agencies such as the Central Bank of Nigeria, the Securities and Exchange Commission etc.
• Conduct quarterly performance review session with all fund managers (Equity and Fixed Income).

HSE (Health, Safety and Environment)

• Ensure work approach is consistent with the HSE ethos and rules of the group.

Others

• Financial Institutions - local and international.
• Stockbrokers and Research houses.
• Regulatory Agencies.
• Investee Companies.
• Fund managers.
• General Partners.
• Out-perform fund benchmark within specified and acceptable risk parameters.
• Timely and efficient execution of approved  transactions.

What we need from you?

• A first degree plus a Professional Accounting qualification. CFA, FRM or CAIA is an added advantage.
• Must have at least 8 years of relevant experience.
• Must have a knowledge in investment management.
• Good knowledge of the Nigerian and Global financial markets and processes.
• Strong negotiation skills  and good interpersonal, team working and networking skills.
• Ability to analyze macro economic developments to  proactively gauge market action.
• Ability to anticipate regulatory actions and market reactions.