Portfolio Manager at Afrinvest West Africa Limited

Job Summary

We are seeking an analytical Portfolio Manager to join our asset management team. This role involves developing and implementing investment strategies, managing client portfolios, and conducting in-depth financial research. The ideal candidate will possess a strong understanding of financial markets, excellent analytical skills, and a passion for delivering exceptional client outcomes.

Job Details

• Implementation of investment strategies for various fund assets and client portfolios.
• Conducting thorough research on investment opportunities to define risk-and-return profiles and support investment decisions.
• Assembling financial models to value debt and equity, and applying these models in investment and financial planning decisions.
• Preparing detailed investment recommendations and reports for review and approval by senior management and clients.
• Monitoring existing external investment managers and their performance, including material differences versus benchmarks.
• Performing due diligence on prospective new managers and recommending them for the portfolio.
• Assisting in the preparation of quarterly reports and letters to clients, and managing client interactions and communications.
• Supporting the day-to-day asset trading on behalf of the fund’s investors.
• Identifying, managing, and proposing resolutions for systemic cross-work risks, issues, and interdependency conflicts within portfolios.
• Participating in the administration of team portfolios on an ongoing basis, resolving issues, and disseminating information to partners.
• Conducting financial analysis, calculating financial covenants and yields, performing industry analysis, and preparing financing memorandums.
• Analyzing complex companies and industries, conducting credit analysis, and assigning credit ratings for portfolios.
• Reviewing and evaluating key partnership terms and documents, and conducting due diligence on offering memorandums and subscription documents.
• Contributing to the development and execution of planning in partnership with enterprise integrated planning and respective Project Management Offices (PMOs)

Requirements

• Bachelor’s degree in business, finance, economics, or a similar field is required. 
• Minimum of 5 years of portfolio management experience, or commercial banking portfolio management experience.
• Familiarity with financial modeling and comprehensive knowledge of topics related to financial planning.
• In-depth understanding of the securities industry, including investment and insurance products and services.
• Knowledge of risk management principles and portfolio construction and adjustment techniques.
• Proficient experience in change management methodologies.
• Experience using data reporting with a strong ability to translate complex data into actionable insights for business partners.
• Working knowledge of credit products lifecycle, especially commercial loan products.
• Strong knowledge of GAAP Accounting / International Financial Reporting Standards and ratio analysis, cash flow, and trend analysis.
• Ability to read and analyze financial statements, and to handle subjectivity in financial analysis.
• The Chartered Financial Analyst (CFA) designation or Certified Financial Planner (CFP) certification is an added advantage.
• Ability to work in a fast-paced environment and manage time effectively across multiple projects simultaneously.
• Excellent communication, networking, and interpersonal skills for client interactions and internal collaboration.