Portfolio Manager at Anchoria Investment and Securities Limited

Location: Marina - Lagos

Key Responsibilities

• Generate investment guidelines specific to client risk tolerances and goals.
• Responsible for strategic asset allocation for the clients' in line with their objectives and constraints.
• Champion the firm's portfolio rebalancing software and investment models.
• Responsible for driving at least 50% sales of the mutual funds in addition to cross selling group products.
• Responsible for the investment management unit and training of younger colleagues.
• Ensure that investments align with Trust Deed and update customers of policy changes affecting the funds on a periodic basis.
• Ensure proactive customer service by keeping our clients' up to date on any important changes to their account on an ongoing basis.
• Ensure that our fee structure is competitive and transparent.
• Actively participate in the investment committee and manage projects spin-off from the investment committee
• Educate Business Managers and team members on the product and the target market for the product.
• Provide Support to Business Unit Heads by attending meetings and giving presentations for prospective clients'
• Perform other functions assigned by line manager towards achieving the departmental as well as organizational goals.

Experience and Qualifications

• Bachelor's Degree in Social Sciences from a university
• 5 - 7 years industry experience
• CFA designation and/or five years of portfolio management experience
• Proficiency in Microsoft Word, Excel, PowerPoint
• Experience with High Net Worth clients and appropriate investment strategies.

Required Competencies:

• Excellent written and oral communication skills.
• Ability to work in a fast-paced environment and successfully perform with multiple priorities.
• Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility.
• Ability to multi‐task and manage time effectively
• Strong numerical and analytical skills.
• Excellent use of Microsoft Office Applications.
• Willingness to take on additional operational responsibilities as needed.
• Self-motivated, confident, detail‐oriented, and analytical