Latest Jobs at Anchoria Asset Management Limited

Location: Marina - Lagos

Key Responsibilities

• Generate investment guidelines specific to client risk tolerances and goals.
• Responsible for strategic asset allocation for the clients' in line with their objectives and constraints.
• Champion the firm's portfolio rebalancing software and investment models.
• Responsible for driving at least 50% sales of the mutual funds in addition to cross selling group products.
• Responsible for the investment management unit and training of younger colleagues.
• Ensure that investments align with Trust Deed and update customers of policy changes affecting the funds on a periodic basis.
• Ensure proactive customer service by keeping our clients' up to date on any important changes to their account on an ongoing basis.
• Ensure that our fee structure is competitive and transparent.
• Actively participate in the investment committee and manage projects spin-off from the investment committee
• Educate Business Managers and team members on the product and the target market for the product.
• Provide Support to Business Unit Heads by attending meetings and giving presentations for prospective clients'
• Perform other functions assigned by line manager towards achieving the departmental as well as organizational goals.

Experience and Qualifications

• Bachelor's Degree in Social Sciences from a university
• 5 - 7 years industry experience
• CFA designation and/or five years of portfolio management experience
• Proficiency in Microsoft Word, Excel, PowerPoint
• Experience with High Net Worth clients and appropriate investment strategies.

Required Competencies:

• Excellent written and oral communication skills.
• Ability to work in a fast-paced environment and successfully perform with multiple priorities.
• Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility.
• Ability to multi‐task and manage time effectively
• Strong numerical and analytical skills.
• Excellent use of Microsoft Office Applications.
• Willingness to take on additional operational responsibilities as needed.
• Self-motivated, confident, detail‐oriented, and analytical

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Location: Marina - Lagos

Key Roles & Responsibilities

• Build/update and maintain financial models for individual companies under coverage, as well as a sector database covering earnings, valuations and macroeconomic data for relevant companies.
• Initiate research coverage on assigned sectors, producing insightful research reports, regular maintenance research as well as thematic research reports.
• Build industry database for sector under coverage and provide in-depth analysis on equities covered to domestic statement and foreign institutional portfolio managers to aid investment decision.
• Regularly get out of the office to meet management of the companies you cover, competitors, and suppliers and conduct channel check-utilize being based locally to give investors an on the ground perspective.
• Write call notes and present investment recommendations, background and breaking information on covered companies to the equity sales team in order to drive trades.
• Responsible for the preparation of the Weekly Economic and Financial Commentary.
• The Analyst will be assigned coverage of macroeconomic variables, and is expected to provide in-depth analysis for the Monthly Economic Insights and AAM Economic Outlook.
• Provide data support on coverage sectors to Asset Management business.
• Maintain and update research contribution to distribution channels like Bloomberg, Factset, Thompson Reuters (Refinitiv) and S&P Capital IQ.
• Perform other functions that may be assigned by the line manager towards achieving departmental as well as organizational goals.

Experience and Qualifications

• BSc. in relevant fields. A CFA (completed or in-view) or finance-related post-graduate trainings and programmes could be an added advantage.
• 4 - 7 years' experience working as a research and investment analyst in a reputable Asset Management firm in Nigeria.
• Proficient with Excel and other analytical tools

Required Competencies:

• Strong communications skills.
• Strong analytical ability.
• Ability to work in a fast-paced environment and successfully perform with multiple priorities.
• Ability to develop and refine complex financial models, analytical processes and methodologies.
• Self-motivated, ability to work independently while fully functioning within a team environment.
• Ability to monitor and assess numerous data sources, industry sectors, asset classes and investments.