Investment Manager at Beacongate Limited

Job Summary

• Responsible for developing and executing investment strategies, managing portfolios, conducting financial analysis, and identifying investment opportunities that optimize returns while maintaining acceptable risk levels.

Key Responsibilities

• Develop and implement investment strategies aligned with portfolio objectives and risk appetite.
• Conduct financial modelling, valuation, and investment analysis across asset classes.
• Monitor portfolio performance and recommend adjustments to improve returns.
• Perform market research and economic analysis to guide investment decisions.
• Conduct due diligence on equities, fixed income, and alternative investments.
• Prepare investment reports, performance updates, and presentations for management and clients.
• Participate in investment committee meetings and present investment recommendations.
• Ensure investment activities comply with regulatory requirements and internal policies.
• Monitor macroeconomic trends, industry developments, and financial markets.
• Support business development by providing insights during client engagements.

Key Performance Indicators (KPIs)

• Portfolio return relative to the benchmark
• Risk-adjusted return metrics
• Quality of investment recommendations
• Timeliness and accuracy of investment reports
• Compliance with regulatory and internal investment guidelines

Qualifications

• Bachelor’s Degree in Finance, Economics, Accounting, or related field.
• MBA or any Master's Degree is Mandatory.
• Professional certifications such as CFA, CIS, and CAIA are strongly preferred.

Experience Required:

• 7 – 10 years of experience in investment management, portfolio management, or financial analysis.

Key Competencies:

• Investment strategy development
• Financial modelling and valuation
• Risk analysis
• Decision making and analytical thinking
• Stakeholder communication and presentation.