Senior Portfolio Manager at First Excelsia

Industry: Investment Banking
Location: Victoria Island, Lagos
The ideal candidate will be responsible for managing portfolios in line with set objectives and assisting with developing and implementing strategies to grow the company’s portfolio as well as provide first level data analysis, documentation of information and general support to the Head, Fund Managers.
Job Description

• Actively manage equities and fixed income investment portfolio
• Formulate and implement investment policy, strategy and asset allocation.
• Construct successful investment portfolios informed by market conditions, and economic trends.
• Closely monitor investment portfolio performance in order to achieve the portfolio investment objectives.
• Create and manage client relationship to ensure market growth and to meet and sustain the unit’s projected revenue target.
• Prepare Investment proposal and investment risk analysis for Head, Fund Managers review, towards presenting at the Investment Strategy Committee
• Ensure timely, reliable and accurate reporting on all investment management accounts/activities.
• Gather data to assist in client profile review and segmentation to meet and sustain the unit’s projected revenue target.
• Development of client investment proposition, from building suitable portfolios and responding to client’s need to develop existing propositions.
• Implementation of procedural manual for the company’s investment management activities
• Liaise with Research team to ensure that the research needs/inputs to actualize investment management objectives are determined and delivered on a timely basis
• Assist with reviewing and recommending appropriate benchmarks for achieving performance.
• Achieving portfolio outperformance of benchmarks set

Assisting the Head, Fund Managers in implementing the following objectives:

• Assist in structuring the company’s wealth management unique product/service offerings.
• Securing additional accounts and growing Fee Paying FUM
• Unitholder/Client Engagement Strategy
• Brand Awareness Strategy
• Assist in the use of technology to drive sales and develop investment management products/financial planning solutions.
• Assist with reviewing procedures towards GIPs Compliance
• Assist with ensuring Product Knowledge (Work with sales to help bridge internal knowledge gap)
• Leading, mentoring Portfolio Managers and others in the team and distributing workload and delegating assignments to junior team members.
• Perform any other responsibility as assigned by Head, Fund Managers

Person Specification

• The candidate should have 5 -8 years’ experience in Portfolio Management.
• First degree in Accounting, Finance & Economics
• MBA or relevant MSc will be an added advantage.
• CFA, ACCA certification required.

Required Competencies
Strategic Perspective, Business & Finance Acumen, Business Development, Accounting, Presentation, Excellent Oral & Written Communication, Leadership, Customer Relationship Management, Industry Knowledge, Work Planning