Latest Jobs at Pathway Advisors Limited

Responsibilities
Deal Execution:

• Oversee the end-to-end process of deal execution, ensuring timely and accurate completion of transactions.
• Coordinate with internal and external stakeholders to facilitate due diligence, documentation, and closing activities.
• Manage project timelines and milestones, proactively identifying and addressing potential bottlenecks or issues.
• Prepare and present updates on deal progress and status to senior management and clients.
• Filling of deficiency free transactions documents with the regulators (SEC, FMDQ Exchange, NGX etc.)
• Preparation of financial model and financial forecast

Client Relationship Management:

• Cultivate and maintain strong relationships with existing clients, serving as a trusted advisor and primary point of contact.
• Understand clients’ financial needs to tailor solutions and services accordingly.
• Ensure the clients are satisfied your advice.

Rating Advisory Services:

• Perform in-depth financial analysis and evaluation of the Company with a view of advising the possibility of securing investment grade rating from the Rating Agencies
• Create a solid relationship with the rating agencies

Risk Management:

• Identify and assess potential risks associated with investment opportunities, including market, credit, operational, and regulatory risks.
• Develop risk mitigation strategies and contingency plans to address identified risks and enhance deal resilience.
• Monitor portfolio performance and exposure to risk factors, implementing proactive measures to mitigate adverse impacts.
• Ensure compliance with risk management policies, procedures, and regulatory requirements throughout the deal lifecycle.

Regulatory Compliance:

• Stay informed about relevant regulations and compliance requirements impacting the investment industry, including securities laws and financial regulations.
• Ensure adherence to regulatory standards and best practices in deal structuring, documentation, and reporting.
• Collaborate with legal and compliance teams to navigate regulatory complexities and mitigate compliance risks.
• Conduct periodic reviews and audits to assess compliance with regulatory requirements and implement corrective actions as needed.

Deal Structuring:

• Develop and evaluate alternative deal structures to optimize risk-return profiles and meet client objectives.
• Collaborate with legal, tax, and accounting experts to design and negotiate deal terms, including pricing, financing, and governance provisions.
• Conduct financial modeling and sensitivity analysis to assess the impact of different deal structures on investment outcomes.
• Prepare comprehensive deal documents and agreements, ensuring clarity, accuracy, and alignment with regulatory and legal requirements.

Valuation of Business:

• Conduct comprehensive financial analysis and due diligence to assess the value of potential investment opportunities.
• Develop and maintain financial models to forecast cash flows, perform scenario analysis, and determine valuation multiples.
• Evaluate comparable transactions and market data to benchmark valuation assumptions and outcomes.
• Prepare detailed valuation reports and investment memos outlining key findings and recommendations for clients and internal stakeholders.

Distribution of Transactions:

• Identify potential investors(PFAs, Asset Management, Insurance Companies,
  HNIs, Trustees and any other QII or EI that we be investing in all the instruments being structured.

Allocation of Work to Team Members:

• Assess team members’ skills, strengths, and workload capacity to assign tasks and projects effectively.
• Develop project plans and timelines, delegating responsibilities based on individual expertise and development goals.
• Monitor progress and provide support as needed to overcome challenges and meet deadlines.
• Foster a collaborative and inclusive work environment, encouraging team members to share ideas and contribute to project success.

Effective Management of Team Members:

• Provide leadership and guidance to team members, setting clear expectations and performance goals.
• Delegate tasks and assignments effectively, ensuring equitable distribution of workload and optimal utilization of resources.
• Foster a collaborative and supportive team culture, promoting open communication and knowledge sharing.
• Conduct regular performance evaluations and provide constructive feedback to enhance individual and team performance.
• Provide mentorship and coaching to team members, supporting their professional growth and career development.
• Facilitate training sessions and workshops to enhance team members’ technical skills and industry knowledge.
• Foster a culture of accountability and excellence, recognizing and rewarding outstanding performance.
• Address conflicts and challenges promptly, promoting constructive dialogue and resolution within the team.

Deal/Transaction Origination:

• Identify and source potential deal opportunities through market research, industry analysis, and networking efforts.
• Cultivate relationships with industry contacts, intermediaries, and other sources of deal flow to uncover new investment prospects.
• Evaluate inbound deal inquiries and proposals, conducting preliminary due diligence to assess feasibility and alignment with investment criteria.
• Develop marketing materials and pitch presentations to promote the firm’s expertise and attract deal opportunities.

Job Specification
Qualification:

• Bachelor's Degree in Finance, Economics, Business Management, Mathematics or Statistics, or any similar field.
• Post-graduate and/or professional qualifications such as an MBA, CFA, MSc. in Finance, ACA, and ACCA

Experience:

• Minimum of 7 years of experience in financial services, out of which 4 years must have been in core investment banking.
• Extensive experience in the execution and origination of Equity Capital Markets, Debt Capital Markets, Mergers and Acquisition transactions.
• Proven experience in identifying and dealing with complex issues in management areas.
• Experiences in any of the BIG 4s are strongly encouraged to apply

Knowledge and Skills:

• Financial modeling skills
• Strategic thinking and decision-making ability
• Strong business origination and execution capabilities
• Good client engagement experience
• Considerable knowledge of structuring transactions for the SEC and NGX approval.
• Knowledge of raising capital through long term investment vehicles, such as debts and equities.

go to method of application »

Job Summary

• As a Strategy and Wealth Manager will be responsible for identifying and driving strategic growth opportunities for the Company.
• This role will involve developing and implementing business strategies, managing partnerships, and driving business growth.
• The ideal candidate’s expertise in financial planning, investment management, and risk assessment will be key to delivering exceptional service and results.

Key Responsibilities
Strategic Planning & Business Development:

• Identify and evaluate new business opportunities, and develop strategies to convert them into new clients
• Develop and maintain client relationships.
• Build a client base and follow up with the clients to close business deals.
• Develop business prospects for new and existing customers
• Develop and implement strategic plans to achieve business growth objectives.
• Lead the development and execution of business development strategies to drive revenue growth.
• Provide financial advisory to high net-worth clients and institutional entities on the ideal asset allocation structure.
• Prepare and deliver investment-related presentations to the management team and/or third-party clients as required.
• Ensure that customers understand the terms and conditions of subscriptions by explaining the benefits and features

Financial:

• Fund Mobilization upon resumption (a maximum of 60 days from the first day of resumption to achieve the agreed target).
• Ensuring cost-effective funds through deposit mobilisation.
• Generate new business and leads
• Track and report on key performance metrics related to business development activities.

Partnership Management:

• Identify and manage strategic partnerships that support business growth.
• Negotiate and manage contracts and agreements with partners and clients.
• Foster long-term relationships with key partners to ensure mutual success.

Leadership and Team Management:

• Lead and mentor a team of business development and wealth professionals.
• Foster a collaborative and results-driven team culture.
• Ensure the team is aligned with the company’s strategic goals and objectives.
• Providing information and market insights to the investment team
• Effective deal/rate negotiation

Compliance and Risk Management:

• Ensure all business development activities comply with relevant regulations and industry standards.
• Identify and mitigate risks associated with new business ventures.
• Adherence to internal policies and compliance

Reporting and Communication:

• Provide regular reports to the CEO and senior management on business development progress and outcomes.
• Communicate strategic plans and initiatives to internal and external stakeholders.

Job Requirements

• Bachelor’s Degree in Business Administration, Finance, Economics, or a related field; MBA or relevant Master’s degree is a plus.
• Only candidates with a minimum of 10 years experience in business origination in Commercial Banks or Asset Management Companies, focusing on retail, SMEs, and corporate clients
• Proven track record of achieving sales targets and driving revenue growth.
• Excellent communication and presentation skills.
• Leadership and team management experience.
• Proficiency in Microsoft Office Suite and relevant business development tools.
• Superb interpersonal skills.
• A commitment to excellent customer service
• Strategic thinking and ability to analyze and solve problems quickly.
• Ability to work well with others and lead a team.

go to method of application »

Job Summary

• The Accountant will be responsible for managing financial records, preparing financial statements, conducting audits, and ensuring compliance with financial regulations.
• The role requires a high level of integrity, analytical skills, and a deep understanding of financial principles to support the financial health and stability of the investment firm.

Key Responsibilities
Financial Reporting:

• Prepare accurate and timely financial statements, including income statements, balance sheets, and cash flow statements.
• Compile and analyze financial information to ensure accurate reporting.

General Ledger Management:

• Maintain the general ledger and ensure all financial transactions are properly recorded.
• Reconcile accounts, including bank statements and investment portfolios.

Budgeting and Forecasting:

• Assist in the preparation of budgets and financial forecasts.
• Monitor budgetary performance and provide variance analysis.

Tax Compliance:

• Prepare and file tax returns in compliance with local and international regulations.
• Liaise with tax authorities and external auditors as required.

Audit and Internal Controls:

• Support internal and external audit processes, ensuring the accuracy of financial records.
• Implement and maintain robust internal controls to safeguard company assets.

Regulatory Compliance:

• Ensure the firm’s compliance with financial regulations and other relevant accounting standards.
• Stay updated on changes in financial regulations and adjust processes accordingly.
• Team Collaboration:
• Work closely with the finance team to ensure alignment with overall financial strategy.
• Provide financial insights and advice to support business decisions.

Job Specification
Qualifications:

• Bachelor’s Degree in Accounting, Finance, or a related field.
• Professional certification such as ACA, ACCA as added advantage.

Experience:

• Minimum of 4 years of accounting experience in the financial services industry, preferably within an investment firm.
• Experience in financial reporting, budgeting, tax compliance, and audit processes.
• Proficiency in accounting software and Microsoft Excel.

Skills and Competencies:
Technical Skills:

• Strong understanding of accounting principles and financial regulations.
• Experience with investment accounting and financial analysis.

Analytical Skills:

• Ability to analyze complex financial data and provide actionable insights.
• High level of accuracy in financial reporting and record-keeping.
• Strong organizational skills to manage multiple tasks and deadlines.

Communication Skills:

• Excellent verbal and written communication skills to convey financial information clearly.
• Ability to collaborate effectively with cross-functional teams.

Ethics and Integrity:

• Demonstrated commitment to ethical standards and financial integrity.
• Ability to handle sensitive financial information with confidentiality.