Jobs at Pishon and Brooks Advisory Services

Job Objective

• To provide analytical, modelling, documentation, and execution support on transactions, while developing into a future Senior Analyst / Associate.

Key Responsibilities
Financial Modelling & Analysis:

• Build and maintain:
  • Integrated financial models
  • Project finance models
  • Valuation models (DCF, comparables, precedent transactions)
• Perform sensitivity and scenario analysis.

Transaction Documentation:

• Draft sections of:
  • Information Memoranda
  • Prospectuses
  • Pitch books
  • Credit notes and investment memos
• Support due diligence exercises.

Market & Sector Research:

• Conduct industry, sector, and macroeconomic research.
• Prepare comparable company and transaction analyses.
• Monitor capital market trends (rates, investor appetite).

Deal Execution Support:

• Assist with:
  • Data room management
  • Investor Q&A responses
  • Roadshow materials
• Regulatory filings and submissions

Internal Coordination:

• Liaise with legal advisers, auditors, and trustees.
• Maintain transaction trackers and documentation logs.

Experience & Profile

• 2–5 years’ experience in corporate finance, advisory, audit, or consulting.
• Strong Excel and PowerPoint skills.
• CFA Level I/II, ACA, or progress towards qualification preferred.

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Job Objective

• The CIO/Managing Director will be the strategic, operational, and investment head of a newly licensed Asset Management Company. This executive will lead the firm’s investment philosophy, product strategy, governance culture, business development, and overall enterprise performance.
• The ideal candidate is an investment leader who combines strong fund management capabilities with business management expertise, regulatory fluency, and the ability to build a high-performance asset management franchise from the ground up.
• This is a role for an entrepreneurial, well-rounded professional who can develop the AMC’s investment products, strengthen client trust, manage stakeholder relationships, and ensure full regulatory compliance with SEC Nigeria.
• The CIO/MD will oversee investment committees, drive AUM growth, build and mentor the investment team, and position the AMC as a reputable, innovative, and high-performing firm in the market.

Key Responsibilities
Strategic Leadership & Corporate Management:

• Provide overall leadership and day-to-day management of the AMC.
• Set the company’s strategic direction, organizational culture, and corporate performance framework.
• Drive growth targets, profitability, and market positioning.
• Lead engagement with the Board and implement all approved strategies and policies.
• Oversee all departments—Investments, Risk, Operations, Sales, Compliance, Finance & Admin.

Investment Strategy & Portfolio Management:

• Develop the AMC’s investment philosophy, asset allocation strategies, and portfolio construction frameworks.
• Oversee active management of equities, fixed income, money markets, alternatives, and thematic portfolios.
• Ensure optimal risk-adjusted returns and adherence to client mandates.
• Supervise the Research & Strategy function to ensure data-driven investment decisions.
• Approve and monitor trade execution, rebalancing, and portfolio risk exposures.

Regulatory & Governance Responsibilities:

• Serve as the primary SEC-licensed officer overseeing Fund/Portfolio Management duties.
• Ensure complete regulatory compliance, reporting, documentation, and license maintenance.
• Lead all audits, examinations, and governance interactions with SEC, FRC, trustees, custodians, and regulators.
• Chair or co-chair the Investment Committee and participate in Risk, Compliance, and Product Committees.

Product Development & Innovation:

• Design and launch mutual funds, discretionary portfolios, ESOP plans, structured solutions, and thematic investment products.
• Drive product competitiveness through innovation, digital enablement, and market differentiation.
• Ensure suitability, risk alignment, and regulatory approval of all products.

Business Development & Client Relationship Management:

• Expand AUM across institutional, HNI, retail, diaspora, pension, and corporate clients.
• Participate in pitches, roadshows, investor briefings, and client meetings.
• Build partnerships with banks, DFIs, pension funds, fintechs, and distribution platforms.
• Strengthen the AMC’s brand visibility and investor trust.

Risk Management & Controls:

• Oversee enterprise risk management (ERM) frameworks, investment risk oversight, and operational risk controls.
• Ensure robust processes for market, liquidity, credit, and operational risk.
• Implement internal controls, escalation frameworks, and investment guideline monitoring.

Team Leadership & Organizational Development:

• Build and mentor a high-caliber investment team (PMs, analysts, traders, operations staff).
• Establish performance culture, succession pipelines, training programs, and effective talent governance.
• Promote ethical conduct, transparency, and compliance across the organization.

Requirements
Mandatory:

• Bachelor’s Degree in Finance, Economics, Accounting, or related field.
• 12–15+ years’ experience in Asset Management, Investment Banking, Portfolio Management, or Wealth Management.
• Minimum 5 years in a senior investment leadership role (CIO, Head of Investments, Portfolio Manager, or equivalent).
• Demonstrated track record of delivering strong investment performance across asset classes.
• Strong understanding of SEC regulations, mutual funds, discretionary portfolio management, and compliance frameworks.
• Proven experience building or significantly scaling an AMC or investment business.

Preferred:

• MBA or Master’s degree in Finance/Economics.
• CFA, CIS charter, SEC-sponsored individual certification, or other relevant professional qualifications.
• Experience working with trustees, custodians, auditors, and regulators.
• Exposure to digital wealth platforms or fintech-enabled investment products

Key Competencies & Personal Attributes:

• Strategic thinking and entrepreneurial mindset.
• Strong leadership presence and board-level communication skills.
• Deep investment acumen and analytical strength.
• Excellent stakeholder management and negotiation skills.
• High ethical standards and commitment to corporate governance.
• Ability to work under pressure and deliver in a fast-paced startup environment.
• Strong commercial orientation and results-driven approach.

Performance Metrics (KPIs)

• Growth in Assets Under Management (AUM).
• Portfolio return performance vs benchmarks.
• Revenue growth and profitability margins.
• Product launches and regulatory approvals.
• Client retention, acquisition, and satisfaction.
• Effective risk and compliance performance.
• Team development, stability, and productivity.
• Smooth SEC examinations and zero regulatory breaches.

Remuneration

• Competitive senior-executive salary.
• Performance-based bonuses and long-term incentive schemes.
• Possible equity/ownership participation (subject to Board approval).
• Standard executive benefits.

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Job Objective

• To act as the technical lead, driving transaction execution, supervising analysts, originating deals with senior bankers, and ensuring high-quality financial, valuation, and transaction outputs across multiple mandates.
• This is both a support as well as a revenue-enabling role.

Key Responsibilities
Deal Origination & Client Support:

• Support the Head of IB and MD in origination of mandates (debt capital raises, equity issues, restructuring, M&A, project finance).
• Participate actively in client pitches, roadshows, and negotiations.
• Prepare and review teasers, pitch books, and mandate proposals.
• Maintain relationships with lenders, DFIs, PE funds, pension funds, and institutional investors.

Transaction Execution (Core Role):

• Lead execution workstreams on live transactions, including:
  • Financial modelling (project finance, DCF, LBO where applicable)
  • Valuation analysis
  • Information Memoranda (IM), Prospectus inputs, Offer Documents
  • Due diligence coordination
  • Data room management
• Coordinate with legal advisers, auditors, trustees, rating agencies, and regulators (SEC, NGX, FMDQ).

Team Leadership & Quality Control:

• Supervise Corporate Finance Analysts and Analysts.
• Review and sign off on financial models, presentations, and reports.
• Ensure consistency, accuracy, and regulatory compliance.
• Coach junior team members and build execution capacity.

Financial Analysis & Structuring:

• Design deal structures (tenor, pricing, security package, covenants).
• Perform scenario, sensitivity, and stress testing.
• Support credit committees and investment committees.

Internal & Regulatory Responsibilities:

• Support SEC/ filings, approvals, and post-transaction reporting.
• Maintain transaction documentation and audit trails.

Experience & Profile

• 6 - 10 years’ experience in investment banking, corporate finance, or/and transaction advisory.
• Strong financial modelling and valuation skills.
• Track record of closed transactions (not just pitches).
• CFA, ACA, or MBA is a strong advantage.

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Job Objective

• Responsible for client acquisition, onboarding, relationship management, and AUM growth.

Key Responsibilities

• Acquire HNI and corporate clients
• Manage and grow client portfolios
• Drive AUM inflows and retention
• Provide regular portfolio updates
• Ensure smooth onboarding and documentation

KPIs

• AUM growth
• Client retention rate
• Revenue contribution

Requirements

• Bachelor’s Degree in Accounting, Finance, Economics, or related field; additional qualification/ professional certification (MBA, M.Sc, ACIB, ACA, ACCA, CFA) is an advantage
• 3–7 years experience in banking or wealth management
• Strong client network
• Relevant degree (Finance, Economics, etc.).

Core Competencies:

• Client relationship management
• Sales and negotiation
• Financial product knowledge (fixed income, FX)
• Communication and presentation
• Emotional intelligence and trust building

Success Profile:

• Consistently meets or exceeds AUM targets
• Builds long-term client relationships
• Drives repeat investments and referrals
• Maintains high client satisfaction levels

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Job Objective

• Leads all client acquisition, partnerships, and revenue growth strategies.

Key Responsibilities

• Develop and execute distribution strategy
• Drive AUM growth across segments
• Build institutional and strategic partnerships
• Lead and mentor sales team
• Identify new growth channels

KPIs

• Total AUM raised
• Revenue growth
• Number of strategic partnerships

Requirements

• HND / Bachelor’s Degree in Accounting, Finance, Economics, or related field; additional qualification or professional qualification (MBA, MSC, ACIB, ACA, ACCA, CFA) is an advantage
• 8-15 years experience in banking/asset management
• Strong industry network
• Proven AUM growth track record

Core Competencies:

• Strategic thinking
• Leadership and team management
• Sales and business development
• Deep understanding of financial markets
• Negotiation and influence.

Success Profile:

• Delivers aggressive AUM growth targets
• Builds scalable distribution channels
• Establishes strong market presence
• Drives high-performing sales culture.