We are a Principal Investment firm, established in 2014 with one purpose - transform African lives by creating companies that deliver sustained, long-term beneficial impact. We are a Principal Investment firm, established in 2014 with one purpose - transform African lives by creating companies that deliver sustained, long-term beneficial impact.
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Grade: Associate Partner
We are looking for a dynamic and entrepreneurial senior Investment Advisor to join our Wealth Management division. This is a rare opportunity to shape the investment philosophy, service offering, and market positioning of a young multi-family office with global ambitions. This is both a strategic and hands-on role, suited for an investment leader who can operate in a lean environment and is excited about building a firm from the ground up. The role is fast-paced and demanding. Cultural fit is key to the role, and it is vital that the candidate shares and upholds our values and beliefs. An existing knowledge of asset management, wealth management banking, structured finance and basic accounting is critical.
Required Qualifications and Skills:
- BSc Degree in Finance, Economics, or related field.
- MBA, CFA, CIMA, or CFP® designation or equivalent qualification strongly preferred.
- Excellent ability to speak and write English language
- Proficient in MacOS Keynote, Numbers and Pages
- Proficient in MS Powerpoint, Excel & Word
- Proven ability to design and manage multi-jurisdictional, multi-asset class portfolios
- Diligent, with excellent attention to detail
- Solid numeric ability
- Proficient in creating and delivering client presentations
- Strong investment research and analysis skills
- Thorough knowledge of financial industry and financial products
- Highly proficient in the preparation of investment research reports
- Strong global network of investment managers, banks, and service providers
- Track record of advising UHNW clients and supporting business development.
- Excellent communication and presentation skills. Able to synthesise and present complex information simply
- Extensive experience working with investment teams, asset managers, platform managers, investment strategists and consultants
- Trusted advisor with strong presence
- Experience building or scaling an investment platform, while making decisions around a number of strategies, platform positioning for advisors/clients, and pricing
- Experience supporting Client Advisors to build and grow “books of business”
- Experience overseeing first-time and ongoing due diligence for new and existing investment strategies
- Communication experience across large and small groups via all mediums, including live presentations and televised interviews
- Strong organisational skills to manage on demand requests, projects and daily dutiesResult oriented, able to deliver on time, under pressure.
- Highly adaptable, able to deal with ambiguity and change
- Entrepreneurial mindset, with ability to thrive in a lean and fast-growing environment.
- Able to handle confidential matterswith absolute discretion
- Able to work in a fast-paced, team with minimal supervision.
- Proactive, with good decision-making capacity
- Minimum 10+ years’ experience in investment management, ideally within a family office, private bank, fund company, asset manager, or institutional allocator.
- Must be mature and reliable.
Key Responsibilities of this role include but are not limited to:
Investment Strategy & Advisory
- Leading investment strategy and portfolio construction.
- Develop and oversee the firm’s investment philosophy, asset allocation, and portfolio construction frameworks.
- Oversee all investment strategies, ensuring an optimal portfolio of offerings, periodic product diligence, and continuous performance tracking
- Advise clients on investment opportunities across asset classes (public markets, private equity, alternatives, real assets, fixed income, and cash management).
- Monitor global markets, identify opportunities, and make timely recommendations aligned with client objectives.
- Build and oversee robust risk management processes.
- Build and develop the firm’s investment platform, securing relationships with external platform providers and working with the Client Advisors.
- Provide all reporting on client portfolios, consolidating their investments into a single simple to understand report.
- Prepare and provide all research reports on behalf of the firm, including the daily newsletter and periodic research reports.
- Provide required support to the firm’s existing products and strategies, and identify new organisations and strategies to acquire as value adds.
Relationship & Business Development
- Building relationships with global service providers and investment managers.
- Build and nurture partnerships with global and local investment managers, banks, custodians, and other service providers.
Acting as a trusted advisor to clients.
- Represent the Firm in client and prospect meetings, articulating the firm’s value proposition.
- Support new client acquisition by leveraging personal networks, credibility, and industry visibility.
- Collaborate with Client Advisors to define a clear value proposition.
- Communicate our value proposition to internal and external stakeholders, existing clients, and new prospects.
- Playing a critical role in business development and winning new client relationships.
- Grow the firm’s Assets Under Management (AUM) through the provision of an exceptional client experience.
- Collaborate with the Investment Bank, Business Development, Marketing, Operations, Technology, and Compliance to ensure successful delivery of the firm’s full proposition to clients.
- Play a leading role in expanding the firm’s reach across London, Lagos, Chicago, Abuja, and Dubai.
Firm Leadership & Growth
- Work to refine the firm’s service offering and deliver operational excellence.
- Establish investment governance frameworks, policies, and procedures.Raising the profile of the firm through thought leadership and networking.
- Contribute to building the Firm’s brand and reputation in global markets.
- Mentor and develop junior talent as the firm grows.
- Market the OBSIDIAN Wealth Management proposition through external media positioning and speaking opportunities.
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Grade: Analyst
We are seeking a highly organised, detail-oriented and proactive Analyst to join our Wealth Management division as Client Advisor Assistant. This role is designed to support the relationship managers in the detailed execution of client-related activities and to provide full operational and transactional backing across relationship management functions. The objective of this role is to enable the Client Advisor to focus their time on business development, winning new mandates, converting prospects and deepening strategic client relationships. This is a demanding, fast-paced role requiring exceptional attention to detail, discretion and the ability to manage multiple priorities simultaneously. Cultural fit is critical, and it is vital that the candidate shares and upholds our values and beliefs. An existing understanding of asset management, wealth management banking, financial products and basic accounting is essential.
Required Qualifications and Skills:
- BSc Degree in Finance, Economics, Accounting, Business or related field.
- CFA, CFP®, CISI or equivalent designation preferred.
- Exceptional written and verbal, English language communication skills.
- Proficient in MacOS Keynote, Numbers and Pages.
- Proficient in MS Powerpoint & Word.
- High proficiency in Excel, including financial modelling and data analysis.
- Experience preparing client presentations, investment statements, transaction processing.
- Strong understanding of financial products and multi-asset class portfolios.
- Diligent, with excellent attention to detail and high accuracy in reporting.
- Strong numerical and analytical capability.
- Strong presentation and proposal development skills
- Exceptional interpersonal and communication skills
- Strong organisational and time management skills, ability to manage multiple tasks simultaneously
- Target-driven and results-oriented, able to deliver on time, under pressure
- Highly adaptable, able to deal with ambiguity and change
- High integrity and able to handle confidential matters with absolute discretion
- Highly responsive and service-oriented mindset.
- Able to work in a fast-paced team with minimal supervision
- Proactive, dependable and solutions-focused
- 1 – 4 years’ experience in wealth management, private banking, asset management, family office or financial services.
- Mature, reliable and professional.
Key Responsibilities of this role include but are not limited to:
Client Support & Relationship Backing
Support the relationship managers in managing day-to-day client interactions and service requirements.
- Prepare meeting materials, client presentations and portfolio reports.
- Attend client meetings where required and document follow-up actions.
- Track and manage client requests to ensure timely and accurate execution.
- Serve as secondary point of contact for operational client matters.
- Assist in maintaining detailed client records and documentation.
Portfolio Reporting & Analysis
- Support performance tracking, asset allocation analysis and risk monitoring.
- Assist in preparing investment research summaries and commentary for clients.
- Coordinate with custodians and platform providers to obtain required data.
- Ensure accuracy and consistency of all client-facing reporting materials.
Execution & Operational Coordination
- Support client onboarding processes including documentation and compliance requirements.
- Liaise with Operations, Compliance, Investment Advisory and external providers to ensure seamless execution.
- Monitor transaction processing and follow through to settlement confirmation.
- Assist with preparation of subscription documents and capital call notices where applicable.
- Maintain organised records of mandates, agreements and correspondence.
Business Development Support
- Support the Client Advisor in preparing pitch materials for prospective clients.
- Assist in researching prospects and preparing briefing notes.
- Maintain pipeline tracking and follow-up schedules.
- Prepare financial illustrations and proposal documentation.
- Provide analytical support during new client conversion processes.
Administrative & Process Improvement
- Identify opportunities to improve reporting efficiency and client servicing workflows.
- Maintain structured filing systems (digital and physical).
- Support preparation of internal performance dashboards.
- Contribute to continuous improvement of client experience processes.
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Grade: Associate Partner
We are looking for a senior, commercially astute, relationship-driven and highly credible senior professional to join our the Investment Banking division as Lead, Institutional Investor Relations & Capital Partnerships. This is a strategic, front-facing role responsible for identifying, engaging, securing and maintaining long-term relationships with institutional funding partners to support the firm’s advisory and proprietary investment transactions. The successful candidate will build and manage institutional relationships with global and regional capital providers including development finance institutions and multilaterals, export credit and risk-sharing platforms, private credit funds, global and regional banks, private credit funds, alternative asset managers, infrastructure and real asset managers, pension funds, insurance companies, sovereign wealth funds, endowments and other long-term allocators.
The role will also build and manage a strong network of introducers such as leading law firms, accounting firms, trustees, corporate service providers, placement agents, boutique advisory firms and investment consultants who can consistently provide access to capital decision-makers across Africa, Europe, Asia and North America. This role is central to ensuring that OBSIDIAN’s transaction pipeline is supported by. credible, repeat institutional capital partnerships. It requires strong institutional credibility, deep relationship networks and the ability to align investor appetite with structured transaction opportunities originated by the firm. The role is fast-paced, demanding and performance-driven. Cultural alignment, integrity and discretion are essential. A strong grounding in capital markets, credit, structured finance, and institutional investor processes is mandatory.
Required Qualifications and Skills:
- BSc Degree in Finance, Economics, Accounting, Business or related field.
- MBA, CFA or equivalent designation strongly preferred.
- Excellent ability to speak and write English language.
- Proficient in MacOS Keynote, Numbers and Pages.
- Proficient in MS PowerPoint, Excel & Word.
- Minimum 10–15+ years’ experience in institutional fundraising, capital formation, investment banking coverage, private credit/infrastructure finance, development finance, syndication/distribution, or institutional sales within private markets.
- Demonstrated track record securing institutional funding commitments and building repeat capital partnerships.
- Strong active network across institutional allocators and capital providers in Europe, North Americaand/or Asia, in addition to Africa/regional relationships.
- Deep understanding of institutional investment processes, due diligence requirements, and investor decision cycles.
- Strong structuring fluency across debt and structured solutions, with ability to align risk allocation to investor
- mandates (including co-financing and risk-sharing facilities/programmes).
- Highly proficient in preparing investor materials: teasers, information memoranda, term sheets, investment cases, pipeline notes and institutional pitch packs.
- Executive presence and credibility engaging CIOs, investment committees, credit committees, and senior bank/DFI leadership.
- Strong negotiation skills and commercial judgement.
- Strong pipeline discipline and CRM capability; able to run a structured investor coverage plan, meeting cadence and conversion funnel.
- Excellent organisational skills; able to manage multiple live engagements under pressure.
- Highly adaptable, able to deal with ambiguity and complex stakeholder environments.
- Able to handle confidential matters with absolute discretion.
- Entrepreneurial mindset with the ability to thrive in a lean and fast-growing environment.
- Proactive, dependable and solutions-focused
- Must be mature, credible and reliable.
Key Responsibilities of this role include but are not limited to:
Institutional Coverage, Capital Partnerships & Rainmaking
- Build and maintain a high-quality network of institutional capital providers across Africa, Europe, Asia and North America.
- Develop a structured institutional coverage programme: segmentation, targeting, meeting cadence, pipeline staging and conversion tracking.
- Position the firm as a credible origination and structuring counterparty and secure repeat institutional engagement.
- Convert relationships into tangible funding outcomes: term sheets, mandates, programme participation and committed capital.
Transaction-to-Investor Matching & Capital Solution Design
- Work closely with Origination & Deal Structuring teams to understand pipeline transactions early and shape them to investor appetite.
- Provide real-time feedback on pricing expectations, covenant preferences, tenor appetite, security packages and risk-sharing options.
- Support development of scalable capital partnership models such as programme funding lines, co-financing frameworks, and syndication/distribution channels.
- Drive investor due diligence processes and help manage institutional decision pathways through investment/credit committees.
Introducer Network Development
- Build and maintain relationships with introducers who can consistently open access to institutional decision-makers, including top-tier law firms, accounting firms, investment consultants, trustees, placement agents and advisory boutiques.
- Create a structured referral ecosystem: engagement plans, reciprocity strategy, and repeatable introductions into target institutions and geographies.
- Coordinate jointly with Business Development and senior leadership on high-value introducer engagements and closed-door forums.
Investor Materials, Messaging & Execution Support
- Oversee creation of institutional-grade investor and funding materials including pitch decks, teasers, IMs, pipeline notes and transaction summaries.
- Prepare senior leadership for investor meetings with structured briefing notes, talking points and anticipated questions.Support negotiation and documentation workflow alongside legal counsel and deal teams, ensuring accuracy, credibility and speed to close.
Market Intelligence & Strategic Positioning
- Maintain a live view of global capital flows, sector appetite, regional risk sentiment and institutional priorities; translate these into actionable origination guidance.
- Support leadership in defining the firm’s institutional capital strategy and prioritised funding corridors across Africa, Europe, Asia and North America.
- Represent the firm at investor forums, capital markets events and institutional roundtables to build credibility and secure pipeline-supporting relationships.
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Grade: Associate Partner
We are looking for a highly driven, commercially astute and entrepreneurial senior professional to join our Corporate Advisory Group within the Investment Bank as Associate Partner, Origination & Deal Structuring. This is a senior revenue-generating role responsible for originating new corporate advisory mandates, structuring complex transactions, attracting new funding partners and institutional capital providers, and driving growth across both the firm’s Corporate Advisory and Proprietary Investment divisions.
The successful candidate will play a critical role in expanding the firm’s client base, securing new funding relationships, and converting opportunities into executed transactions. This role requires strong structuring capability, institutional credibility, andNthe ability to operate at senior levels across governments, corporates, family offices and global financial institutions. The role is fast-paced, demanding and performance-driven. Cultural fit is critical, and it is vital that the candidate shares and upholds our values and beliefs. An existing knowledge of corporate finance, structured finance, capital markets, credit, and accounting is essential.
Required Qualifications and Skills:
- BSc Degree in Finance, Economics, Accounting, Business or related field.
- MBA, CFA or equivalent designation strongly preferred.
- Excellent ability to speak and write English language.
- Proficient in MacOS Keynote, Numbers and Pages.
- Proficient in MS PowerPoint, Excel & Word.
- Minimum 10–15+ years’ experience in institutional fundraising, capital formation, investment banking coverage, private credit/infrastructure finance, development finance, syndication/distribution, or institutional sales within private markets.
- Demonstrated track record securing institutional funding commitments and building repeat capital partnerships.
- Strong active network across institutional allocators and capital providers in Europe, North Americaand/or Asia, in addition to Africa/regional relationships.
- Deep understanding of institutional investment processes, due diligence requirements, and investor decision cycles.
- Strong structuring fluency across debt and structured solutions, with ability to align risk allocation to investor
- mandates (including co-financing and risk-sharing facilities/programmes).
- Highly proficient in preparing investor materials: teasers, information memoranda, term sheets, investment cases, pipeline notes and institutional pitch packs.
- Executive presence and credibility engaging CIOs, investment committees, credit committees, and senior bank/DFI leadership.
- Strong negotiation skills and commercial judgement.
- Strong pipeline discipline and CRM capability; able to run a structured investor coverage plan, meeting cadence and conversion funnel.
- Excellent organisational skills; able to manage multiple live engagements under pressure.
- Highly adaptable, able to deal with ambiguity and complex stakeholder environments.
- Able to handle confidential matters with absolute discretion.
- Entrepreneurial mindset with the ability to thrive in a lean and fast-growing environment.
- Proactive, dependable and solutions-focused
- Must be mature, credible and reliable.
Key Responsibilities of this role include but are not limited to:
Business Development & Origination
- Originate new corporate advisory mandates across sovereign, quasi-sovereign and corporate clients.
- Identify and develop new transaction opportunities aligned with the firm’s strategic focus.
- Build and maintain senior-level relationships with corporates, governments, sponsors and institutional investors.
- Attract new funding partners including private credit funds, institutional asset managers, DFIs and alternative capital providers.
- Secure funding lines and capital commitments to support both advisory mandates and proprietary investment opportunities.
- Drive revenue growth through successful mandate conversion and transaction execution.
Deal Structuring & Execution
- Lead the structuring of complex financing solutions across debt, hybrid and structured instruments.
- Design bankable, risk-mitigated structures aligned with investor appetite and client objectives.
- Oversee preparation of financial models, term sheets, information memoranda and credit materials.
- Coordinate due diligence processes with legal, financial and technical advisors.
- Negotiate commercial and financial terms with counterparties and funding partners.
- Work closely with internal Investment Banking, Legal, Compliance and Operations teams to ensure smooth transaction execution.
- Support proprietary investment opportunities by structuring capital solutions and securing aligned funding.
Funding & Institutional Relationship Development
- Develop and deepen long-term relationships with institutional funding partners globally.
- Maintain active dialogue with credit funds, asset managers, banks and DFIs regarding pipeline opportunities.
- Position the firm as a credible origination and structuring partner within institutional markets.
- Structure repeatable funding platforms and programme-based capital solutions.
Firm Leadership & Growth
- Partner with senior leadership to refine the Corporate Advisory Group’s strategic positioning.
- Contribute to pipeline planning, revenue forecasting and growth strategy.
- Mentor junior team members and support capability development.
- Raise the firm’s profile through thought leadership, networking and market engagement.
- Support geographic expansion across London, Lagos, Chicago, Abuja and Dubai.
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Grade: Associate Partner
We are seeking a highly driven, commercially astute and entrepreneurial senior Relationship Manager to join our Wealth Management division. This role is central to the growth strategy of the firm. The successful candidate will be responsible for originating new ultra high net-worth (UHNW) client relationships, growing Assets Under Management (AUM), deepening existing client engagements, and contributing directly to the firm’s financial performance targets. This is a senior, revenue-generating role suited to a relationship-driven professional who combines strong investment knowledge with proven business development capability. The position is fast-paced, performance-oriented, and highly visible within the organisation. Cultural alignment, discretion, and professionalism are essential.
Required Qualifications and Skills:
- BSc Degree in Finance, Economics, Business or related field.
- MBA, CFA, CISI, or CFP® designation or equivalent qualification strongly preferred
- Excellent ability to speak and write English language
- Proficient in MacOS Keynote, Numbers and Pages
- Proficient in MS Powerpoint, Excel & Word
- Demonstrated track record of bringing in new client assets
- Diligent, with excellent attention to detail
- Solid numeric ability
- Strong presentation and proposal development skills
- Portable book of UHNW/HNW client relationships preferred
- Strong understanding of multi-asset investment solutions and financial products
- Proven ability to grow revenue and meet performance targets
- Experience managing complex, multi-jurisdictional client relationships
- Strong network of UHNW clients and prospects
- Exceptional interpersonal and communication skills
- Skilled in identifying client needs and structuring tailored investment solutions
- Highly trusted advisor with strong emotional intelligence
- Ability to manage complex client situations with discretion and maturity
- Solid understanding of asset allocation, portfolio construction, and financial products
- Ability to collaborate effectively with investment teams and product specialists
- Highly entrepreneurial and commercially motivated
- Strong organisational and time management skills
- Target-driven and results-oriented, able to deliver on time, under pressure
- Highly adaptable, able to deal with ambiguity and change
- Entrepreneurial mindset, with ability to thrive in a lean and fast-growing environment
- High integrity and able to handle confidential matters with absolute discretion
- Proactive, with good decision-making capacity
- Minimum 10+ years’ experience in private banking, wealth management,
- Able to work independently in a fast-paced, team with minimal supervision, family office, or asset management.
- Mature, reliable and professional
Key Responsibilities of this role include but are not limited to:
Business Development & Client Acquisition
- Originate and onboard new UHNW client relationships through personal networks, referrals, and strategic outreach
- Identify and pursue new opportunities across Abuja, Lagos, London, Chicago, and Dubai
- Develop and execute a structured business development plan aligned with firm growth objectives
- Present the Firm’s value proposition to prospects and intermediaries
- Convert prospects into long-term advisory relationships
- Retain client Assets Under Management (AUM)
- Drive measurable growth in AUM by achieving defined revenue and AUM growth targets
Client Relationship Management
- Serve as primary relationship manager for assigned clients
- Develop deep understanding of client financial objectives, risk appetite, and long-term goals
- Coordinate with the Investment Advisory team to deliver tailored portfolio solutions
- Ensure exceptional client experience through proactive communication and responsiveness
- Manage onboarding processes, documentation, and ongoing service requirements
- Retain and grow existing client relationships through cross-selling and strategic engagement
Revenue & Performance Management
- Achieve agreed AUM growth and revenue targets
- Monitor profitability of client relationships
- Identify opportunities to increase wallet share within existing relationships
- Support pricing discussions and fee negotiations in alignment with firm policy
- Contribute to the firm’s overall financial performance objectives
Brand Representation & Market Positioning
- Represent the Firm at industry events, networking functions, and private forums
- Build relationships with professional intermediaries (lawyers, accountants, trustees, corporate advisors)
- Strengthen the firm’s market visibility within UHNW and family office circles
- Contribute to thought leadership and strategic positioning initiatives
- Mentor and develop junior talent as the firm grows.
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Grade: Associate
We are looking for a highly strategic, creative and execution-focused Public Relations, Marketing and Media Lead to join the firm. This is a critical role responsible for creating, sustaining, perpetuating and managing the firm’s marketing, branding and public relations activities. The successful candidate will be tasked with shaping and amplifying the firm’s market presence, strengthening its brand positioning, and ensuring consistent and strategic visibility across key markets. The firm has not historically engaged in active, structured marketing. This role therefore requires an individual capable of building a marketing and PR platform from the ground up, developing strategy and executing with precision. The position requires close interaction with senior leadership, including the Managing Partner, and regular engagement with media organisations, journalists and external content partners. Cultural fit is critical, and it is vital that the candidate shares and upholds our values and beliefs. An understanding of financial services, investment banking and wealth management is preferred.
Required Qualifications and Skills:
- BSc Degree in Marketing, Communications, Media, Business or related field.
- Master’s degree or professional marketing/communications certification preferred.
- Proficient in MacOS Keynote, Numbers and Pages.
- Excellent ability to speak and write English language.
- Exceptional writing, editing and content development skills.
- Exceptional interpersonal and communication skills
- Strong understanding of branding, corporate communications and media positioning.
- Minimum 5–8 years’ experience in PR, marketing, communications or media within financial services, professional services or a corporate environment.
- Demonstrated experience managing media relationships and securing favourable press coverage.
- Experience drafting and distributing press releases and corporate communications.
- Strong social media strategy and management capability (LinkedIn, X, Instagram and relevant platforms).
- Experience overseeing the creation of digital assets including video, graphics and branded content.
- Strong understanding of content strategy, audience targeting and brand positioning.
- Familiarity with digital marketing tools, analytics platforms and content scheduling systems.
- Strong project management and organisational capability.
- Able to work in a fast-paced team with minimal supervision
- Ability to manage multiple campaigns and deadlines simultaneously.
- Highly adaptable, creative and solutions-oriented.
- Strong interpersonal skills and ability to work with senior executives.
- Able to handle confidential matters with discretion and professionalism.
- Proactive, dependable and solutions-focused
- Entrepreneurial mindset with the ability to build systems and processes from inception.
- Mature, reliable and professional.
Key Responsibilities of this role include but are not limited to:
Marketing Strategy & Brand Positioning
- Develop and implement a comprehensive marketing and communications strategy aligned with the firm’s growth objectives.
- Define the firm’s brand positioning across Wealth Management and Investment Banking.
- Create structured annual marketing and media plans with measurable objectives.
- Identify target client segments and develop tailored messaging frameworks.
- Ensure consistent brand voice and positioning across all communication channels.
Public Relations & Media Management
- Build and maintain relationships with key journalists, editors and media platforms.
- Proactively secure favourable mentions, features and interviews.
- Draft and distribute press releases and official corporate communications.
- Manage crisis communication where necessary.
- Arrange and coordinate interviews and media appearances for senior leadership, including the Managing Partner.
- Prepare briefing materials and talking points for outward-facing engagements.
Social Media & Digital Presence
- Develop and execute a structured social media strategy to increase visibility and engagement.
- Manage and maintain the firm’s LinkedIn, Instagram, X and other relevant platforms.
- Create and curate high-quality content to position the firm as a market leader.
- Monitor analytics and adjust strategy based on performance data.
- Ensure consistent posting cadence and audience growth.
Content Creation & Asset Development
- Oversee creation of digital, video and graphic content to promote the firm.
- Collaborate with external designers, videographers and content creators where required.
- Develop thought leadership materials including articles, newsletters and commentary.
- Support production of client-facing publications and research materials.
- Ensure high production quality and brand consistency across all materials.
Internal Collaboration & Market Propagation
- Work closely with Wealth Management, Investment Banking, Business Development and Leadership teams to identify stories and opportunities for external positioning.
- Support the propagation of the firm’s achievements, transactions and milestones.
- Develop campaigns to position the firm within priority client markets.
- Enhance the firm’s visibility across London, Lagos, Chicago, Abuja and Duba.
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We are looking for an Analyst to join our Corporate Advisory Group who is ambitious, eager to learn and advance within the company, with the view of taking on greater responsibility as the company grows. The role is fast-paced and demanding. Cultural fit is key to the role, and it is vital that the candidate shares and upholds our values and beliefs. Full training will be provided, however existing knowledge of banking, structured finance and basic accounting is an advantage.
Required Qualifications and Skills:
- Bachelor’s Degree in Economics, Finance, Accounting or related field
- Excellent ability to speak and write English language
- Proficient in MacOS Keynote, Numbers and Pages
- Proficient in MS Powerpoint, Excel & Word
- Proficient in financial modelling
- Diligent, with excellent attention to detail
- Solid numeric ability.
- Proficient in creating pitch decks and presentations
- Strong research & analysis skills.
- Able to synthesise and present complex information simply.
- Result oriented, able to deliver on time, under pressure.
- Highly adaptable, able to deal with ambiguity and change
- Able to handle confidential matters with absolute discretion
- Able to work in a fast-paced, team with minimal supervision.
- Proactive, with good decision-making capacity
- 2 - 4 years Financial Services/Investing banking industry experience a plus.
- Must be mature and reliable.
Key Responsibilities of this role include but are not limited to:
- Provide general support on corporate advisory deals.
- Conduct research on companies, markets, industries, funding partners that are relevant to the region and our projects, summarising this data in presentations and concept notes.
- Perform periodic evaluations of the industry landscape, maintaining and updating industry specific reports on relevant industries.
- Conduct quantitative analysis of market data and financial information.
- Build and maintain financial models.
- Prepare and maintain pitch books and investment presentations.
- Support in the development and preparation of investment memoranda.
- Manage ad-hoc and special projects to fruition.
- Help to complete customer financial, regulatory, and credit risk checks.
- Gather information about our partners and clients.
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Grade: Associate Partner
We are looking for a dynamic and entrepreneurial senior Investment Advisor to join our Wealth Management division. This is a rare opportunity to shape the investment philosophy, service offering, and market positioning of a young multi-family office with global ambitions. This is both a strategic and hands-on role, suited for an investment leader who can operate in a lean environment and is excited about building a firm from the ground up. The role is fast-paced and demanding. Cultural fit is key to the role, and it is vital that the candidate shares and upholds our values and beliefs. An existing knowledge of asset management, wealth management banking, structured finance and basic accounting is critical.
Required Qualifications and Skills:
- BSc Degree in Finance, Economics, or related field.
- MBA, CFA, CIMA, or CFP® designation or equivalent qualification strongly preferred.
- Excellent ability to speak and write English language
- Proficient in MacOS Keynote, Numbers and Pages
- Proficient in MS Powerpoint, Excel & Word
- Proven ability to design and manage multi-jurisdictional, multi-asset class portfolios
- Diligent, with excellent attention to detail
- Solid numeric ability
- Proficient in creating and delivering client presentations
- Strong investment research and analysis skills
- Thorough knowledge of financial industry and financial products
- Highly proficient in the preparation of investment research reports
- Strong global network of investment managers, banks, and service providers
- Track record of advising UHNW clients and supporting business development.
- Excellent communication and presentation skills. Able to synthesise and present complex information simply
- Extensive experience working with investment teams, asset managers, platform managers, investment strategists and consultants
- Trusted advisor with strong presence
- Experience building or scaling an investment platform, while making decisions around a number of strategies, platform positioning for advisors/clients, and pricing
- Experience supporting Client Advisors to build and grow “books of business”
- Experience overseeing first-time and ongoing due diligence for new and existing investment strategies
- Communication experience across large and small groups via all mediums, including live presentations and televised interviews
- Strong organisational skills to manage on demand requests, projects and daily dutiesResult oriented, able to deliver on time, under pressure.
- Highly adaptable, able to deal with ambiguity and change
- Entrepreneurial mindset, with ability to thrive in a lean and fast-growing environment.
- Able to handle confidential matterswith absolute discretion
- Able to work in a fast-paced, team with minimal supervision.
- Proactive, with good decision-making capacity
- Minimum 10+ years’ experience in investment management, ideally within a family office, private bank, fund company, asset manager, or institutional allocator.
- Must be mature and reliable.
Key Responsibilities of this role include but are not limited to:
Investment Strategy & Advisory
- Leading investment strategy and portfolio construction.
- Develop and oversee the firm’s investment philosophy, asset allocation, and portfolio construction frameworks.
- Oversee all investment strategies, ensuring an optimal portfolio of offerings, periodic product diligence, and continuous performance tracking
- Advise clients on investment opportunities across asset classes (public markets, private equity, alternatives, real assets, fixed income, and cash management).
- Monitor global markets, identify opportunities, and make timely recommendations aligned with client objectives.
- Build and oversee robust risk management processes.
- Build and develop the firm’s investment platform, securing relationships with external platform providers and working with the Client Advisors.
- Provide all reporting on client portfolios, consolidating their investments into a single simple to understand report.
- Prepare and provide all research reports on behalf of the firm, including the daily newsletter and periodic research reports.
- Provide required support to the firm’s existing products and strategies, and identify new organisations and strategies to acquire as value adds.
Relationship & Business Development
- Building relationships with global service providers and investment managers.
- Build and nurture partnerships with global and local investment managers, banks, custodians, and other service providers.
- Acting as a trusted advisor to clients.
- Represent the Firm in client and prospect meetings, articulating the firm’s value proposition.
- Support new client acquisition by leveraging personal networks, credibility, and industry visibility.
- Collaborate with Client Advisors to define a clear value proposition.
- Communicate our value proposition to internal and external stakeholders, existing clients, and new prospects.
- Playing a critical role in business development and winning new client relationships.
- Grow the firm’s Assets Under Management (AUM) through the provision of an exceptional client experience.
- Collaborate with the Investment Bank, Business Development, Marketing, Operations, Technology, and Compliance to ensure successful delivery of the firm’s full proposition to clients.
- Play a leading role in expanding the firm’s reach across London, Lagos, Chicago, Abuja, and Dubai.
Firm Leadership & Growth
- Work to refine the firm’s service offering and deliver operational excellence.
- Establish investment governance frameworks, policies, and procedures.Raising the profile of the firm through thought leadership and networking.
- Contribute to building the Firm’s brand and reputation in global markets.
- Mentor and develop junior talent as the firm grows.
- Market the OBSIDIAN Wealth Management proposition through external media positioning and speaking opportunities.
Method of Application
Interested and qualified candidates should forward their CV to: pelumi.akinola@obsidian.capital using the position as subject of email.
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