Senior Investment Analyst at First Ally

Our company is looking for a Senior Investment Analyst to provide leadership and direction required to analyze, recommend and develop innovative financial solutions to meet clients’ short, medium and long-term investment needs as well as execution of our proprietary transactions and ensuring that these solutions are delivered speedily and professionally.

Responsibilities

• Maintain and manage company relationships i.e. liaising with third parties such as the Custodian, Registrar, Banks and Trustee e.t.c
• Maintenance of compliance filings and records for e, g, K-Y-C documents and other documents.
• Evaluate financial and investment information for the purpose of making buy, sell and hold investment recommendations
• Communicate investment strategy, initiatives, performance, and other appropriate matters to the team and clients.
• Ensure proper execution of operational activities with regards to investing
• Execution of Treasury bills and Eurobond transactions.
• Monitor asset allocation and implement re-balancing actions in accordance with the unit policy.
• Review and monitor investment performances across all FAAM products
• Make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios
• Liaising with the custodian and several counterparties for effective settlement of trades, funds transfer and timely payment of coupons.
• Daily upload of HYIS transactions and End of Day Valuation on Symplus
• Implementation of new processes and procedures as may be required by regulations.
• Work cross functionally with distribution, Operations, client Service and other stakeholders to create innovative product solutions/models and build best in class client experience, service and support.
• Regulatory filings, requests and inquiries - review and provide input to all Fund-related regulatory filings, participate in efforts to respond to regulatory requests and inquiries related to the Funds (SEC Returns)
• Ensure the company’s mission, vision and philosophy are pertinent and   practiced through the company.
• Making cases and justifications for investment decisions.
• Engage in human capital development by providing training to members when the need arises.
• Provide any other function as may be required from time to time.

Skills / Competence Requirement

• Excellent product development and management skills
• Excellent customer relationship development/management
• Financial Markets Knowledge and Analysis
• Financial Analysis./Business accountability
• Credit Risk Management/Credit Analysis
• Industry Knowledge
• Legal Statutes & Banking Regulations/Compliance Management
• Results/Action Orientation
• Presentation Skills
• Ability to manage multiple tasks
• Financial Planning/Budgeting & Forecasting
• People Management
• Leadership
• Developing subordinates
• Conflict management
• Organization & coordination
• General managerial / administration
• Inter-Personal Skills
• Communication Skills

Qualification

• B.Sc. Economics Second Class Upper 
• Passed CFA Level 1
• CFA level 2 – In view
• Minimum of 3 year’s relevant experience