Jobs at Dunn & Braxton

Key Responsibilities

• Drive optimal performance of assigned client portfolios.
• Support fixed income trading desk operations.
• Conduct due diligence and valuation of investment proposals.
• Advise Client Advisors on client profiling and asset allocation strategies.
• Monitor client portfolio performance daily, recommending adjustments and providing quarterly reports.
• Produce and present regular reports for executive decision-making.
• Maintain capital market expertise to guide Client Advisors.
• Collaborate with Research on market analysis and investment recommendations.
• Construct investment portfolios based on asset allocation and sector insights.
• Analyze markets and research to inform portfolio development.
• Implement strategies for superior investment returns.
• Present to high-net-worth and institutional clients.
• Develop client-specific Investment Policy Statements.
• Manage client relationships to align portfolios with policy updates.
• Meet with high-net-worth clients to review policies, markets, and portfolio performance.
• Coordinate with Client Service Officers on client objectives.
• Evaluate holdings for alignment, potential, and diversification.
• Analyze diverse asset classes to inform management recommendations.
• Monitor financial markets daily for trading opportunities.
• Provide advanced analysis to enhance portfolio results.
• Utilize fundamental and basic analysis for investment insights.
• Develop complex financial models for various asset valuations.
• Perform data mining and database management for research and portfolio management.
• Generate variance reports and rebalance portfolios.
• Apply interpersonal and analytical skills in portfolio assignments and new product development.
• Ensure client feedback is addressed and requests are fulfilled.
• Prepare and distribute portfolio performance reports to clients/investors.

Requirements

• Good first degree in Finance or a related discipline (e.g., Accounting, Business Administration, Economics).
• At least 4-8 years' experience in asset management, investment analysis, advisory, research, and/or product development within a financial services company.
• A relevant postgraduate degree, MBA, or professional qualification (e.g., CFA, Portfolio Management) is desirable.
• Good knowledge of the Financial Services industry – Equities, Fixed Income securities, Foreign Exchange market, Commodities market, property market – and an appreciation of its operations and peculiarities.
• Excellent knowledge of local and international capital market regulations/laws.
• Excellent communication, interpersonal, and networking skills.
• Good presentation and negotiation skills.
• Good problem analysis and problem-solving skills.
• Business and financial acumen.
• Strong analytical skills.
• Team player qualities.
• Problem identification and resolution skills.
• Good time management skills.
• Strong accounting skills.
• Significant knowledge of IT-based systems.

Key Performance Indicators

• Ability to meet set client targets.
• Performance of funds under management.
• Fast turnaround time for processing and execution of client requests and mandates.
• Adherence to the set schedule for investment committee meetings.
• Quality of documentation for investment committee meetings.
• Quality and accuracy of reports produced.
• Client retention rate.
• Client satisfaction rate.
• Client referral rate.
• Quality and longevity of new products introduced.
• Level of assistance provided to Wealth Advisory.
• Error/Compliance rate on internal control investigations.

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• The Bancassurance Executives act as the Company’s representatives in identifying business opportunities (Sales of Life and General Insurance Products) within designated partner bank branches closest to their homes.

Key Responsibilities

• Establish, maintain, and grow relationships with Branch employees and customers.
• Solicit new clients, and grow prospective/existing clientele.
• Handles activities that involve reporting, planning, and administration.
• Conducts market analysis activities, which include branch/client profiling and surveys on competitor products.
• Attends the District/Region’smonthly/quarterly meetings.

Requirements
Experience/Qualification:

• First-degree or equivalent education
• Minimum of 2 years post NYSC work experience with at least 1 year of experience in Insurance Sales.

Skills

• Team player
• Good oral and written communication skills
• Good interpersonal skills
• Excellent Grooming
• Adaptability, Flexibility, and Tenacity

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Key Responsibilities:

• Prepares reports and documents covering accounting transactions for management review.
• Ensures that accurate records are kept by standard practices.
• Monitors budget performance, expenditure control.
• Manages invoicing procedures to collect money owed by clients/customers.
• Mediating tax refunds and ensuring transparency in the allocation for valid claims.
• Following up on outstanding refunds, false claims, and unclaimed refunds.
• Providing auditors with all records, documents, and files about VAT returns, VAT settlements, and transactional data.
• Working closely with other departments in the business.
• Preparing various monthly reports to analyse business financial health, including sales reports, profit and loss statements, general ledger entries, goods received notes, and goods issued notes.

Requirements

• Good First Degree in any relevant field.
• Proficiency in the use of Microsoft Office.
• Minimum of 2 years’ Cognate experience as a Finance Officer or similar role.
• Good business writing and communication skills.
• Excellent team management skills.
• Strong attention to details.
• Willingness to learn on the job.
• Ability to work with minimal supervision and pay attention to details.