Job Openings at Afrinvest West Africa Limited

Job Summary

• The Investment Operations Analyst plays a critical role in supporting the firm’s investment and financial planning operations. The analyst will assist in managing firm investment operations, client portfolios, executing trades, maintaining compliance, and ensuring seamless account operations. This is an excellent opportunity to work closely with advisors and clients in a dynamic and client-focused environment, contributing to the smooth and efficient daily operations of the company

Job Details

• Oversee investment management practices and improve them when necessary.
• Contribute to the preparation of client monthly market and strategy reviews/quality reports.
• Prepare and process all paperwork needed for investment/advisory accounts, including data gathering and signature requests.
• Monitor, process, and follow up on asset transfers and initial and subsequent funding of advisory accounts.
• Implement initial and subsequent asset allocation trades.
• Process investment accounts and trades.
• Manage tasks and workflow items from incoming work streams to ensure smooth end-to-end client support.
• Conduct and manage trades for both advisory and brokerage accounts.
• Regularly rebalance portfolios to maintain desired asset allocation at the direction of an Investment Specialist.
• Oversee cash flows within investment accounts, including daily/monthly cash monitoring and cash raising for Defined Benefit Pension Plans.
• Analyze and initiate trades into the trading system, including rebalancing investment funds.
• Provide support for clients as they move through the stages of establishing investment accounts.
• Proactively communicate with clients throughout the onboarding process and manage all client communication and service pertaining to investments.
• Correspond with relationship managers to handle advisory-related service issues.
• Administer compliance requirements, ensuring adherence to all relevant compliance and regulatory requirements.
• Utilize CRM systems to monitor opportunities and manage client relationships.
• Track and manage account follow-ups, required service actions, and compliance deadlines.
• Ensure that operations are in compliance with various regulatory bodies, including SEC reporting.
• Provide subject matter expertise on projects along with internal and industry-related initiatives.

Requirements

• Bachelor’s degree in Finance, Business, Economics, or a related field preferred.
• 2+ years of Institutional Investment Operations experience.
• Strong attention to detail and problem-solving abilities.
• Excellent verbal and written communication skills, coupled with strong interpersonal skills.
• Proficiency in Microsoft Office programs (especially Excel) and common web-based applications.
• Ability to work in a fast-paced environment and manage multiple projects/events.
• Strong analytical and organizational skills; ability to multi-task.
• Knowledge of various account types including trusts, various IRA types, 401(k), defined benefit plans, etc.
• Understanding of concepts and derivation of the Net Asset Value calculation for a wide range of investment vehicles.
• Experience in operational risk management, incident management, issue management, and control testing is essential.

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Job Summary

• We are seeking an analytical Portfolio Manager to join our asset management team. This role involves supporting senior portfolio managers in developing and implementing investment strategies, managing client portfolios, and conducting in-depth financial research. The ideal candidate will possess a strong understanding of financial markets, excellent analytical skills, and a passion for delivering exceptional client outcomes.

Job Details

• Implementation of investment strategies for various fund assets and client portfolios.
• Conducting thorough research on investment opportunities to define risk-and-return profiles and support investment decisions.
• Assembling financial models to value debt and equity, and applying these models in investment and financial planning decisions.
• Preparing detailed investment recommendations and reports for review and approval by senior management and clients.
• Monitoring existing external investment managers and their performance, including material differences versus benchmarks.
• Performing due diligence on prospective new managers and recommending them for the portfolio.
• Assisting in the preparation of quarterly reports and letters to clients, and managing client interactions and communications.
• Supporting the day-to-day asset trading on behalf of the fund’s investors.
• Identifying, managing, and proposing resolutions for systemic cross-work risks, issues, and interdependency conflicts within portfolios.
• Participating in the administration of team portfolios on an ongoing basis, resolving issues, and disseminating information to partners.
• Conducting financial analysis, calculating financial covenants and yields, performing industry analysis, and preparing financing memorandums.
• Analyzing complex companies and industries, conducting credit analysis, and assigning credit ratings for portfolios.
• Reviewing and evaluating key partnership terms and documents, and conducting due diligence on offering memorandums and subscription documents.
• Contributing to the development and execution of planning in partnership with enterprise integrated planning and respective Project Management Offices (PMOs)

Requirements

• Bachelor’s degree in business, finance, economics, or a similar field is required. 
• Minimum of 3 years of portfolio management experience, or commercial banking portfolio management experience.
• Familiarity with financial modeling and comprehensive knowledge of topics related to financial planning.
• In-depth understanding of the securities industry, including investment and insurance products and services.
• Knowledge of risk management principles and portfolio construction and adjustment techniques.
• Proficient experience in change management methodologies.
• Experience using data reporting with a strong ability to translate complex data into actionable insights for business partners.
• Working knowledge of credit products lifecycle, especially commercial loan products.
• Strong knowledge of GAAP Accounting / International Financial Reporting Standards and ratio analysis, cash flow, and trend analysis.
• Ability to read and analyze financial statements, and to handle subjectivity in financial analysis.
• The Chartered Financial Analyst (CFA) designation or Certified Financial Planner (CFP) certification is an added advantage.
• Ability to work in a fast-paced environment and manage time effectively across multiple projects simultaneously.
• Excellent communication, networking, and interpersonal skills for client interactions and internal collaboration.

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Job Summary

• As the Head of Treasury and Investment Operations, you will play a pivotal role in managing and optimizing our financial resources, ensuring efficient treasury operations, and driving strategic investment decisions. You will lead a high-performing team, working closely with various stakeholders to maintain financial stability and support the company's growth objectives.

Job Details

• Develop and implement treasury policies, procedures, and controls to ensure effective management of liquidity, cash, and financial risk.
• Monitor daily cash positions and forecast short-term and long-term funding requirements.
• Collaborate with financial institutions to optimize banking relationships, negotiate terms, and manage bank accounts efficiently.
• Formulate and execute an investment strategy aligned with the company's risk tolerance, financial objectives, and regulatory requirements.
• Evaluate investment opportunities, conduct due diligence, and make recommendations for portfolio optimization.
• Stay informed about market trends, economic indicators, and regulatory changes that may impact investment decisions.
• Identify and assess financial risks, including market risk, credit risk, and operational risk.
• Implement risk mitigation strategies and ensure compliance with regulatory requirements.
• Monitor and report on key risk indicators, working closely with the risk management team.
• Build and lead a high-performing Treasury and Investment Operations team.
• Provide mentorship, coaching, and professional development opportunities for team members.
• Foster a collaborative and innovative work environment that encourages continuous improvement.
• Prepare and present accurate and timely financial reports to senior management and relevant stakeholders.
• Ensure compliance with accounting standards, regulatory requirements, and internal policies.
• Collaborate with cross-functional teams, including finance, risk management, compliance, and technology, to align treasury and investment activities with overall company goals.
• Engage with external partners, financial institutions, and regulatory bodies to maintain positive relationships and stay informed about industry best practices.

Requirements

• Bachelor’s degree in finance, Business, or a related field; MBA or CFA designation preferred.
• Proven experience (8 years) in treasury management, investment operations, and financial risk management within the FinTech or financial services industry.
• Strong understanding of financial markets, investment instruments, and regulatory compliance.
• Excellent leadership and team management skills.
• Exceptional analytical and strategic thinking capabilities.
• Effective communication skills, with the ability to convey complex financial concepts to diverse stakeholders.
• Demonstrated ability to thrive in a fast-paced and dynamic environment

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Job Summary

• We are seeking a detail-oriented Financial Planning Analyst to join our finance team. The Financial Planning Analyst will be responsible for assisting with financial forecasting, budgeting, and analysis to support strategic decision-making across the organization. The ideal candidate will have strong financial modeling skills, a solid understanding of accounting principles, and excellent communication abilities. 

Job Details

• Participate in the preparation of annual budgets, forecasts, and long-range financial plans.  
• Develop and maintain financial models for various business units and projects. 
• Analyze financial data to identify trends, variances, and opportunities for improvement.  
• Support the monthly financial reporting process, including variance analysis and management reporting.  
• Prepare ad-hoc financial analysis to support decision making. 
• Assist in the evaluation of potential investments, mergers, and acquisitions.  
• Continuously improve financial processes and systems to enhance efficiency and accuracy.  
• Prepare financial presentations and dashboards for executive leadership and board meetings.  
• Perform ad-hoc financial analysis to support strategic initiatives and business development opportunities.  
• Ensure compliance with internal financial policies and external regulatory requirements.  

Requirements

• Bachelor’s degree in Finance, Accounting, Economics, or a related field is required.  
• 2-4 years of experience in financial planning and analysis, investment banking, or a similar role.  
• Strong financial modeling and analytical skills.  
• Proficiency in Microsoft Excel and financial software applications (e.g., Vareto, SQL).  
• Knowledge of accounting principles and financial statement analysis.  
• Excellent communication and interpersonal skills.  
• Strong attention to detail and problem-solving abilities.  
• Experience with ERP systems (e.g., SAP, Oracle) is a plus.  
• Familiarity with business intelligence tools (e.g., Tableau, Power BI) is a plus.  
• Professional certifications (e.g., CFA, CPA) are a plus.