Portfolio Analyst at Alpha Mead Facilities & Management Services (AMFacilities)

Role Summary

The Portfolio Analyst will support in the management, monitoring and operation of the various portfolios and funds. He/she will develop and research investment opportunities for the company and perform due diligence on new and existing investments. Responsibilities will include providing support in the achievement of the company’s overall investment objectives.

Responsibilities

• Assist in Asset class allocation decision
• Analyzing investment portfolio data to monitor investment returns and risk
• Assist in appraisals, valuations, and disposition processes
• Presenting overviews, reports and timely investment recommendations to the Asset Management team, including buy, sell and hold recommendations
• Participating in investor meetings and calls to provide portfolio information
• Evaluating the performance of investment portfolios to ensure compliance with standards provided by regulatory organizations, including conformance with investor disclosures, privacy laws, anti-money laundering requirements, and anti-fraud measures
• Review of key financial market regulators pronouncements (SEC, NSE, CBN) and their impact on investment portfolio 8. Make recommendations for process improvement, addressing gaps and areas for additional or improved reporting and data

Requirements

• Bachelor’s Degree in Economics, Statistics, Banking and Finance, Business Administration or any related course. An MBA or related Masters’ Degree will be an added advantage.
• Sound knowledge and understanding of the Global and Domestic Economy
• Sound knowledge of investment and risk management fundamentals
• Expertise in research and investment analysis
• Knowledge of asset allocation and portfolio construction
• Proficient in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint)
• Aptitude for presenting financial information in understandable formats
• Exceptional analytical skills
• Highly organized and detail-oriented
• Ability to work independently and as part of a team
• Ability to multi‐task and manage time
• Self‐motivated and detail‐oriented