Research and Portfolio Manager at WorQulture

Job Purpose

• The Portfolio Manager & Research professional is responsible for conducting investment research, developing investment strategies, and managing client and proprietary portfolios in line with approved mandates, risk limits, and regulatory requirements.
• The role combines fundamental and market research with active portfolio construction and performance management to achieve superior risk-adjusted returns.

Key Responsibilities
Investment Research:

• Conduct fundamental, macroeconomic, and market research on equities, fixed income, money market instruments, and alternative assets.
• Analyse economic trends, monetary and fiscal policies, interest rate movements, and capital market developments in Nigeria and relevant global markets.
• Develop investment theses, valuation models, and research reports to support investment decisions.
• Monitor portfolio holdings and provide ongoing research updates and recommendations.

Portfolio Management:

• Manage client and proprietary portfolios in line with approved investment mandates, risk limits, and asset allocation guidelines.
• Execute portfolio rebalancing and tactical asset allocation decisions.
• Ensure compliance with investment guidelines, client mandates, and internal risk limits.
• Optimise portfolio performance while managing downside risks and liquidity.

Investment Strategy & Asset Allocation:

• Support development of strategic and tactical asset allocation frameworks.
• Participate in investment committee meetings and present research findings and portfolio recommendations.
• Contribute to product development and structuring of new investment products and funds.

Performance Monitoring & Reporting:

• Monitor portfolio performance against benchmarks and peers.
• Analyze sources of performance and risk (performance attribution).
• Prepare investment and performance reports for clients, management, and the Board.
• Support regulatory and investor reporting requirements.

Risk Management & Compliance:

• Work closely with risk and compliance teams to ensure adherence to SEC rules, fund documentation, and internal policies.
• Monitor market, credit, liquidity, and concentration risks within portfolios.
• Ensure all investment activities comply with SEC Nigeria regulations and firm policies.

Client & Stakeholder Engagement:

• Support client meetings, presentations, and investment updates.
• Respond to client and investor queries on portfolio performance and strategy.
• Liaise with custodians, brokers, and investment operations teams to ensure efficient trade execution and settlement.

Qualifications & Experience

• Bachelor’s Degree in Finance, Economics, Accounting, Business Administration, or related discipline.
• Master’s degree in Finance, Economics, or MBA is an added advantage.
• Relevant professional certifications such as CFA, CISI, or ICAN (for investment analysis) are highly desirable.
• Minimum of 5–10 years relevant experience in portfolio management and investment research.
• Prior experience within an asset management firm, investment bank, pension fund, or other SEC-regulated institution is preferred.
• Strong understanding of Nigerian capital markets and investment instruments.
• Strong analytical and quantitative skills.
• Solid understanding of portfolio construction and risk management principles.
• Strong financial modelling and valuation skills.
• Excellent report writing and presentation skills.
• Strong judgment, integrity, and decision-making ability.
• Ability to work under pressure and adapt to changing market conditions.

Performance Indicators

• Risk-adjusted portfolio performance versus benchmarks.
• Quality and timeliness of investment research and recommendations.
• Compliance with investment mandates and risk limits.
• Client satisfaction and retention.
• Contribution to new product development and assets under management (AUM) growth.