Jobs at DynamicPlus Advisory

Position Description 

• Responsible for overall strategy of all Capital Market transaction, including negotiations, client interaction, and management of documentation;
• Provide financial advisory services to companies that are desirous of raising capital from the investing members of the public through various options available in the Capital Market and those that wish to re-structure to ensure profitability and attainment of corporate goals;
• Provide expertise and advice on transactions e.g. mergers and acquisitions, buy-outs, and buy-ins etc.
• Structuring new deals and assessing profitability and risks;
• Coordinate research for the Market Supervision, and Market Development
• Carrying out desk research on the successful regulatory, licensing, surveillance / supervision and market development practices of other emerging market regulators.
• Oversee data collection, and analysis for research studies, surveys and strategic plan reviews
• Prepare and submit reports and presentations for research studies, surveys and investor/issuer/policy makers’ education and outreach campaigns
• Write research papers / articles on various aspects of the capital markets for journals, newspapers and other print media.
• Make presentations to various forums e.g. investors, market intermediaries, policy makers / line ministry, financial sector regulators, trade/professional associations, professional bodies and issuers when called upon
• Prepare and manage departmental budgets.

Core Duties

• Oversee the preparation of financial models and report them; developing and present appropriate financial solutions;
• Carry out a critical and analytical evaluation of a company’s financial/operational positions and proffer a realistic and fair-view position before undertaking the capital raising exercise;
• Carry out valuation, pricing, and regulatory aspects of any Capital Market transaction as required by regulatory bodies;
• Prepare prospectus, right circular, information memorandum, scheme document and other documents amongst others that might be required for the capital raising exercise;
• Meet with representatives/officers of other professional party(ies) to any transaction to ensure proper coordination;
• Market Capital Market transactions to prospective clients through proposal, expression of interest or any other letters as may be required to prospective clients;
• Monitor trends in the Nigerian financial market and remaining abreast of financial legislations (including rules of SEC, NSE, CBN, DMO, NAICOM, PENCOM etc.) and product changes;
• Handle client complaints and address them;
• Provide leadership and analytical support for the company’s businesses;
• Offer support for research analyses and activities to other departments and the subsidiaries of the company;
• Ensure proper conduct and publication of equity research report, daily financial market update, daily business headlines, macro-economic analysis, commentary on CBN MPC communique, and any other reports as any be required from time to time;
• Coordinate the preparation of the presentation slides for the company’s weekly investment meeting and participation of team members;
• Ensure proper valuation, reporting and dissemination of KPMG Partners’ Welfare Scheme;
• Monitor and mark-to-market the company’s proprietary trading account;
• Deal on behalf of the company in its primary and supplemental market marking functions;
• Coordinate team members in the department;
• All other duties and responsibilities that may be assigned by the Managing Director.

Knowledge:
The incumbent must have proficient knowledge in the following areas:

• Budgeting and forecasting,
• Internal and external reporting, which includes the following:- Process improvement, industry knowledge, and applications of at least one of the following focus areas:
• Shared service and outsourcing,
• Finance transformation, performance management, financial systems optimization, and talent management
• Business intelligence and performance management software tools.
• Knowledge of investment banking and capital market instruments such as OTC, derivatives, bonds, futures and money market
• Knowledge of front, middle or back office processes in the major capital market participants including investment banking, market infrastructure, custodians, hedge funds etc.

Core Skills:

• Demonstrate proven extensive abilities and success with developing strategy; as well as leveraging PC applications including Microsoft Word, Excel, and PowerPoint to write, communicate, facilitate, and present cogently; to and/or for all levels of industry audiences, clients and internal staff and management, including development and delivery of business proposals, conferences and whitepapers.
• Demonstrate proven intimate levels of knowledge and success with identifying, obtaining and processing critical data (e.g. benchmarks) to challenge the status quo through innovative thought leadership in the application of standard industry practice solutions for high performing finance functions, including the following:
  • Internal and external reporting
  • People and organization structures
  • Performance management, budgeting and forecasting capabilities
  • Cash flow optimization and the use of capital; and,
  • Maintenance and building of cost-effective controls
• Demonstrate proven extensive ability and success to contribute to the development of a business vision and manage implementation efforts with complex project management capabilities.
• Demonstrate proven extensive ability and/or success with identifying and addressing client needs: building, maintaining, and utilizing networks of client relationships; communicating value propositions; managing resource requirements, project workflow, budgets, billing and collections; and preparing and/or coordinating complex written and verbal materials.
• Demonstrate proven extensive ability as a team leader: supervising teams to create an atmosphere of trust; seeking diverse views to encourage improvement and innovation; and coaching staff including providing timely meaningful written and verbal feedback.

Other Skills and Abilities:
The incumbent must demonstrate the following skills:

• Excellent report writing skills
• Excellent/Effective communication skills (verbal, written, presentation and listening)
• Excellent analytical and organizational skills;
• High levels of flexibility and ability to work under minimum/ no supervision.
• High level of professionalism, result oriented and able to work in a team
• Good problem solving skills
• Full travel mobility
• Decision making skills
• Effective interpersonal skills
• Stress management skills
• Time management skills
• Computer literacy i.e. proficiency in Microsoft Office – Power point, Excel, Word

Personal Attributes:
The incumbent must demonstrate the following personal attributes:

• Be honest and trustworthy
• Be respectful
• Possess cultural awareness and sensitivity
• Flexible and proactive approach to work
• EssentialAbility to think laterally
• Ability to work under tight deadlines
• Ability to work cooperatively with all members of staff and customers generally
• Sensitivity and commitment to the aims of the department and the Company
• Global mindset

Qualifications

• Bachelor's Degree in Finance, Economics, Statistics, Accounting or Business Administration
• Possession of a postgraduate academic or professional qualification in a relevant discipline will be an added advantage
• Minimum of 6 years of experience preferably in research, quantitative analysis, and/or financial reporting
• Previous experience within the Capital Markets Industry will be an added advantage
• Broad knowledge and interest in financial services in general, and in Capital Markets in particular
• Broad knowledge and understanding of the operations of the financial sector is required.
• Proven ability and desire to read extensively

Working Conditions:
Primarily in an office environment:

• Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
• While performing the duties of this job, the employee is frequently required to sit and
• talk or hear.
• The employee is occasionally required to stand, walk, and use hands to finger, handle,
• or feel.
• This job involves having to spend long hours sitting and using office equipment and computers, which can cause muscle strain.
• Lifting of computer equipment, supplies and materials from time to time.

Environmental Conditions:

• Manage a number of projects at one time, and may be interrupted frequently to meet the needs and requests of clients/staff.
• Busy but quiet environment and will need excellent organizational, time and stress management skills to complete required tasks.

Sensory Demands:

• Sensory demands include use of the computer, which may cause eyestrain and occasional headaches. Specific vision abilities required by this job include close vision, distance vision, and ability to adjust focus
• Exchange information by telephone, make copies, scan and email documents
• Position may involve support to other group companies/subsidiaries
• Periodic weekend or evening work when necessary is expected.
• You will interact with professionals and technical staff, and trades people

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Job Description

• This job description is not intended to be all-inclusive or restrictive, but it is an outline of the main duties. The job description will be reviewed periodically to take into account developments in the organization, department or role. Employee may perform other related duties as required to meet the ongoing needs of the company.
• Responsible for the overall success of the Company and overseeing the complete operation of the Company in accordance with the direction established in the strategic plans.

Job Responsibilities
Board Functions/Responsibilities to the Board:

• Report business activities and financial performance to the Board
• Provide strategic insights for business growth and expansion
• Provide strategic advice to the Board on cost-effective business decisions and block leakages
• Prepare and present realistic financial budgets

Strategic Responsibilities/Functions:

• Plan, develop, and implement strategic goals and plans of the organization
• Create, improve, implement and enforce policies and procedures of the organization that will improve the operational and financial effectiveness of the company
• Provide strategic leadership and guidance to team members
• Evaluate and continually improve on the company’s structure – Financial, Operations, Business Development, Sales & Marketing, and Research.
• Provide financial guidance and advice to others within executive leadership

Business Development:

• Provide insights and lead the development of new products and services to boost income line;
• Provide insights and lead the development of new products and services to improve the quality of customer’s experience;
• Work with other business units/subsidiaries to create equities-based products

Sales and Marketing:

• Marketing/Sales of all products and services – Equities, Bonds, other Asset classes, CPs, Euro Bonds, etc.
• Marketing/Sales of other products and services – Securities Backed Loans, Leases, etc.
• Marketing and Sales of Insurance Products
• Soliciting new business relationships – Secondary markets, Primary market, and others
• Generating leads and closing out on leads.

Relationship Management:

• Ensure a good stance with Regulators and other operators
• Provide second-layer relationship management for Institutional, Corporates, HNIs, etc.
• Provide investment advisory to clients to enable clients to maximize relevant opportunities in both the Capital and Money market.

Managerial Functions:

• Regularly generate ideas to improve the company’s bottom line
• Regularly generate ideas to improve quality of service delivery
• Regularly generate ideas to improve relationship management
• Reduce cost and wastage
• Regularly display leadership traits and skills

Proprietary Book:

• Coordinate and strategically guide to maximizing returns on Proprietary book
• Provide relevant investment advisory

Supervisory Functions:

• Provide adequate supervisory role to the Research department, Compliance
• Any other assignment designated by the Group Managing Director and the Board of Directors

Other Duties:

• Ensure that the Company is Profitable.
• Market to Corporate Organizations and Individuals all products of the Company and the Group.
• Oversee the achievement of the budget of the company as laid out in the Annual Budget
• Ensure effective coordination of all Board and Board Committee Meetings i.e., Scheduling, Minutes, Matters Arising, Documents/Papers for Board Meetings
• Ensure compliance with all agreed responses to CBN Inspection observations and Group Internal Audit exceptions according to time frames hitherto agreed
• Assessing risks to the company and ensuring they are monitored and minimized
• Maintain awareness of the competitive market landscape expansion opportunities industry development
• Communicating with the Board of Directors.
• Ensure that the Company complies with regulatory directives – timely response to letters and submission of any required information or documents as may be required by the regulators.
• Carrying out effectively the policies laid down by the Board of Directors, and ensuring that all policies are well understood and complied with by all members of the organization
• Ensure integrity and courage in the provision of consistently robust advice to the Board, Shareholders and others as necessary
• Present reports at Monthly Performance Review Meetings and Board Meetings.
• Creating and innovating new products and services.
• Ensuring effective cost-reduction measures
• Coordinate the development of key performance goals for functions and direct reports.
• Ensure key hiring and talent development programs for the Company.
• Communicate Strategy and results to the Company’s employees. 

Qualifications

• Bachelor's Degree in Finance, Economics, Statistics, Accounting, or Business Administration
• Possession of a postgraduate academic or professional qualification in a relevant discipline will be an added advantage
• Minimum of 15 years of relevant experience; with a minimum of 5 years of Senior Level Managerial experience.
• Sound knowledge of Corporate Stock Broking, Brokerage Services/ Stockbroking, Estate Account and Shares Transmission, Equities Investments.
• Knowledge of FinTech and the ability to drive the development of products around FinTechs.

Other Skills and Abilities:
The incumbent must demonstrate the following skills:

• Business Development and negotiating skills
• Sound knowledge of the industry/ strong marketing orientation skills.
• Strong leadership ability, integrity, and sound judgment.
• Excellent Communication Skills.
• Ability to use Microsoft Office Suites.
• Good leadership and team-building skills
• Business intelligence and strategic mindset
• Outstanding problem-solving skills
• Proven experience in relationship management
• Negotiation and persuasion skills
• Excellent interpersonal skills with good communication and analytical skills.
• Proficient use of Microsoft Office (Word, Excel, PowerPoint)

Benefits

• Annual Gross Salary - Competitive
• Bonus/ Profit Sharing
• Company/Status Car & Driver.
• Medical Insurance/HMO
• Others

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Job Description / Core Duties

• Cross-sell all the financial products of the Group: - Liability generation, Loans and Leases, Shares/Stocks/Bonds (Federal, State & Corporate), Treasury Bills, FGN Savings Bonds, FX etc.
• Formulate and implement a strategy to increase the pool of HNIs the Group transacts with
• Pitch for business relationships with Local corporations, PFA’s, Insurance companies, and other non-financial Institutions (Institutional Sales & Marketing) etc.
• Manage key relationships with customers to ensure the smooth running of these accounts.
• Oversee, Supervise and Coordinate an effective online marketing strategy.
• Development and implementation of service improvement strategies.
• Attain targeted sales goals, performance targets and customer satisfaction through the effective management of resources.
• Together with Business Heads, review strategies for all networked customers to enhance business volumes and earnings.
• Implement marketing strategies to develop an existing portfolio and develop new opportunities.
• Understand customer needs and provide products and services to satisfy client’s needs and achieve business objectives.
• Prepare and agree with the line Manager on a call planning to maximize returns in line with business strategy.
• Provide clients with Investment Advisory services.
• Develop an executive contact plan and arrange meetings between proposed clients, the head of unit, and the MD.

Qualifications

• Must possess a minimum of a Bachelor’s Degree in Business Administration, Finance, Economics, Accounting or other disciplines
• A second degree and Master’s degree will be an advantage
• A professional qualification is desirable
• Minimum of 5+ years hands-on experience with a good sales track record in Institutional sales with an emphasis on Stockbroking, Capital Market, and other Financial Instruments (Treasury bills, Bonds, etc.)