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  • Posted: Sep 13, 2021
    Deadline: Sep 28, 2021
  • LEAD Enterprise Support Company Limited is a foremost Human Resources Solutions organization with many years of cumulative experience and expertise. We are prolific in Outsourcing, Recruitment, Head hunting and HR Advisory. We are a multi-sectorial servicing company, with landmark service deliverables to our clients in varied industries.
    Read more about this company


    Investment Officer

    An Investment company is looking for a well-organized and analytical Investment officer (IO) to manage the company’s investment portfolio. The IO will identify business opportunities; secure investments that promote the financial interests of the organization; provide insight and direction; lead investment teams; complete all fund transactions and effectively maintain portfolio developments.

    The successful candidate must possess a sound understanding of all investment policies and guidelines, demonstrate excellent communication skills (written and verbal) and maintain a strong professional work ethic. Main accountabilities and Job responsibilities are as outlined below.

    Main Accountabilities:

    • Create effective and efficient Investment Processes
    • Make Investment Recommendations
    • Allocate Assets
    • Secure Third-Party Services
    • Build Teams

    Job Responsibilities:


    • Establish effective and well-organized investment processes.
    • Lead the investment strategy unit within the company.
    • Manage investments for the company and its investee companies
    • Provide expert knowledge on all investment and financial activities for projects, and manage project portfolio
    • Write clear and well-informed investment recommendations based on thorough research and analysis.
    • Analyze all client requirements and determine appropriate investment strategies for the organization
    • Review quarterly financial statements and remain up-to-date with any important valuation or policy changes.
    • Perform regular administration duties for all investment files.
    • Provide an interface with Investment Committee and recommend new changes to existing investment policies and submit to management for approval.
    • Hire and train all employees in investment activities, evaluate performance and resolve all issues within the investment team.
    • Achieve annual investment targets


    • Organize regular investment portfolio reports and performance reviews, including quantitative and qualitative portfolio studies, and prepare a required report for management in accordance with company policies.
    • Prepare and submit all client reports to clients and management as per requirement.
    • Prepare weekly, monthly and annual reports for management as required.

    Business Development

    • Build new client relationships and help manage and uphold current client relationships.
    • Develop and maintain knowledge on all market securities plans and manage all portfolio management products.

    Requirements/Core Skills:

    • A degree in finance or a relevant field from an accredited institution.
    • Certification as a Chartered Financial Analyst (CFA) will be an added advantage
    • A minimum of 5-8 years related work experience.
    • A minimum of 3 to 4 years in a leadership/supervisory role with strong experience leading, supervising and motivating a team of investment professionals.
    • Strategic thinker and proficient in decision-making.
    • Strong knowledge of return generation strategies
    • Strong knowledge of all asset classes
    • Strong knowledge of various investment products
    • Excellent verbal and written communication
    • Excellent leadership skills
    • Ability to juggle multiple projects
    • Ability to communicate effectively and in a professional manner.

    Reporting Line: This position reports to the MD/CEO

    Method of Application

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

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