Job Openings at First Ally

Our company is looking for a Portfolio Manager to manage Funds and Portfolios by identifying and executing investment opportunities by strategically allocating assets as guided by the trust deed with the aim of giving customers competitive returns on investment. Safe keeping and updating of customer records for usage and reference. Liaising with regulatory bodies and counterparties (SEC, trustees, custodians, registrars etc.)

Responsibilities

• Daily tracking of Interest Income Accruals & Preparation of Portfolio report in-house
• Placements / Termination of Fixed income instruments (Treasury Bills, Fixed Deposits, Commercial Papers)
• Monitors asset allocation and implements re-balancing actions in accordance with the investment policy
• Preparation and Filing of Weekly, monthly and quarterly regulatory Reports (SEC returns)
• Maintaining Contacts and liaising with relevant parties to the funds– Trustees, Custodians, Registrars
• Liaising with Counter-parties to broker favourable investments for Mutual Funds
• Managed the firm’s yearly rating process, communicating with the rating agency and ensuring that all required documents are provided (Agusto & co.)
• Monitoring of Investment Performance and strategies to improve returns
• Supervise financial and investment information and investment recommendations for the purpose of income generation.
• Supervision of systems deployment and integration.
• Work cross-functionally with the sales team, Investment team, client Service and other stakeholders to create innovative Fund & Product solutions/models and build best-in-class clients’ experience, service and support.
• Ongoing assessment of investible markets, asset classes and securities (using top-down and bottom-up approaches) and maintenance of associated records
• Formulation and articulation of views on economics, markets and/or individual securities with a view to guiding the investment decision-making process.
• Perform detailed financial, product and trading analyses and build valuation models
• Trade execution
• Implementation of agreed investment strategies and action plans, and ensuring adherence to investment mandates and client profiles

Skills

• 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
• Results/Action Orientation
• Presentation Skills
• Ability to manage multiple tasks
• Financial Planning/Budgeting & Forecasting

Qualifications

• B.Sc. Accounting
• Nigerian Institute of Management (Chartered)
• CFA or ICAN
• Min 5 years experience

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Our company is looking for an Operations and Funds Manager to analyse, recommend and develop innovative financial solutions to meet clients’ short, medium and long-term investment needs as well as execution of asset management proprietary transactions and ensure that these solutions are delivered speedily and professionally.

Responsibilities

• Supervision/Approval of account opening, subscription & Redemption
• Recognition & processing of Income and Expense Accruals
• Treasury operations management for portfolios and mutual funds
• Implementation of the activation of client’s online access to Investments
• Supervision and approval of Accounting opening on the asset management software across all products
• Implementation of new processes and procedures as may be required by the regulators
• Reconciliation of the Fund’s portfolio from the custodian and unit’s perspective
• Ensure timely dividend payments to Unit Holders of the funds
• Work cross-functionally with sales team, Investment team, client service and other stakeholders to create innovative Fund & Product solutions/models and build best-in-class clients’ experience, service and support
• Reconciliation of all bank accounts operated by the Fund manager

Skills

• 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

Qualification

• BSc Accounting
• Nigerian Institute of Management
• ICAN
• Min 3 years’ experience