Portfolio Management Analyst at One17 Capital Limited

Overview

The duties include analysing the financial markets, studying economic trends, and making recommendations to your clients about the most effective investment strategies for their financial goals.

Responsibilities

• Monitoring the performance of investments to ensure they are meeting their stated objectives.
• Analysing financial statements to measure the impact of market fluctuations on a firm’s financial position.
• Determining the rate of return on an investment or determining the amount of cash inflow or outflow over time.
• Developing new investment strategies based on current trends in the financial markets.
• Recommending changes to an existing portfolio based on new information or changing market conditions.
• Providing research support for investment teams by tracking industry trends and statistics.
• Coordinating with other departments within a company to gather information about new investments.
• Recommending changes to investment strategies based on an assessment of risk tolerance, time horizon, and other considerations.
• Researching potential investments and making recommendations to clients based on their risk tolerance, time horizon, and other considerations 

Key Requirements:

• Minimum of bachelor’s degree in finance, economics, statistics or another closely related field
• Knowledge of Islamic / non-interest finance is an added advantage
• 3 - 5 years’ post NYSC experience.
• Proven Fund Management Experience
• Policy and regulatory knowledge, interpretation and application
• Ability to analyse large amounts of data and to compile detailed reports
• High attention to detail and excellent analytical skills
• Ability to work in a fast-paced, team-based environment with minimal supervision.
• Proficiency in Microsoft Office (Excel, Word, PowerPoint) is essential

Core Competencies:

• Self-motivated and result oriented
• Good oral and written communication skills
• Problem-solving skills
• Ability to multitask
• Teamwork and collaboration
• Excellent attention to details