Portfolio Manager at Comercio Partners

Role Description

• The Portfolio Manager is responsible for managing discretionary and non-discretionary investment portfolios in line with clients’ mandates, risk appetite, and regulatory requirements.

Key Responsibilities:

Portfolio Construction & Management

• 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.