Portfolio Manager at Comercio Partners

Job Description

• Develop and implement portfolio strategies aligned with clients’ investment objectives.
• Conduct asset allocation across equities, fixed income, money market instruments, and alternative investments.
• Monitor portfolio performance and rebalance portfolios in response to market movements and mandate guidelines.
• Ensure portfolios remain within approved risk parameters and investment limits.
• Oversee trade execution in collaboration with the dealing desk.

Investment Research & Analysis

• Conduct macroeconomic, sectoral, and company-specific research.
• Prepare investment memos and recommendations for the Investment Committee.
• Analyze financial statements, valuation metrics, and market trends.
• Track global and local market developments and assess impact on portfolios.

Risk Management & Compliance

• Monitor portfolio risk exposures (market, credit, liquidity, and concentration risk).
• Ensure compliance with SEC regulations and internal investment guidelines.
• Prepare reports for internal risk committees and regulatory bodies.
• Maintain accurate documentation of investment decisions.

Client Engagement & Reporting

• Participate in client meetings to explain portfolio strategy and performance.
• Prepare quarterly and monthly portfolio performance reports.
• Provide insights into the market outlook and investment positioning.

Investment Committee Participation

• Present research findings and portfolio updates.
• Contribute to strategic asset allocation decisions.
• Support development of new investment products.

Qualifications & Experience

• Bachelor’s or master’s degree in finance, Economics, or related field.
• CFA or equivalent Investment management professional certification preferred.
• 5–8 years’ experience in investment research and portfolio management.
• Strong knowledge of Nigerian and Global macro environments.
• Skilled in fundamental analysis, financial modeling, and portfolio construction
• Solid understanding of investment theory, asset allocation and asset classes
• Familiarity with SEC regulations and compliance requirements.
• Strong risk management awareness.
• Proven experience managing institutional and HNI portfolios.
• Proficient with Bloomberg.
• Excellent communication and presentation skills.
• Analytical and problem-solving mindset.
• Proficient in MS Office