Sankore Investments is a global investment and advisory boutique with a strong focus on African markets. Drawing on the strengths of our people and our strong global partnerships, we provide investment advisory services, wealth management services and offer a variety of funds designed to cater to the needs of a global clientele of both individuals and instit...
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Key Responsibilities
Strategic Project Planning & Execution
- Lead end-to-end delivery of strategic and special projects, from ideation through execution to completion.
- Translate high-level strategic objectives into clear project plans, deliverables, and timelines.
- Design and implement project frameworks, workflows, and governance structures.
- Apply Agile, Scrum, or hybrid methodologies to improve execution speed and flexibility.
- Coordinate cross-functional teams to ensure alignment with business priorities and timelines.
- Continuously track progress against milestones and adjust plans proactively to address challenges.
- Ensure all deliverables meet quality standards, KPIs, and organizational expectations.
- Drive execution of CSR initiatives and firm-wide transformation projects.
- Conduct post-project evaluations to identify lessons learned and process improvements.
Stakeholder Communication & Reporting
- Act as a central communication hub between the CEO, leadership team, and project stakeholders.
- Prepare and deliver executive-level reports, dashboards, and presentations on project status.
- Provide insights on progress, risks, bottlenecks, and key decisions required.
- Ensure alignment between project objectives and organizational priorities.
- Manage stakeholder expectations through clear, timely, and structured communication.
- Facilitate meetings, workshops, and strategic sessions with internal and external stakeholders.
- Escalate critical issues promptly with recommended solutions and action plans.
Risk & Cost Management
- Identify and assess project risks (operational, financial, strategic) at early stages.
- Develop and implement risk mitigation strategies and contingency plans.
- Maintain and update a project risk register across all initiatives.
- Monitor project budgets, ensuring cost discipline and adherence to financial guidelines.
- Identify cost optimization opportunities without compromising quality or outcomes.
- Track resource utilization and ensure efficient allocation across projects.
- Provide financial updates and variance analysis to leadership.
Software Management & Data Analysis
- Oversee the use of enterprise tools such as Google Workspace, Zoho One, and other collaboration platforms.
- Ensure seamless integration of systems and tools to enhance productivity and project visibility.
- Design and implement automated workflows and reporting dashboards where possible.
- Collect, clean, and analyze project data to generate actionable insights.
- Use data to evaluate project performance, identify trends, and support decision-making.
- Leverage AI tools and analytics platforms to improve efficiency and forecasting.
- Present data-driven insights and recommendations to the CEO and senior leadership.
Leadership & Team Management
- Lead and manage Executive Assistants and project support staff, aligning tasks with project goals.
- Delegate responsibilities effectively and ensure timely execution of deliverables.
- Foster a culture of accountability, collaboration, and continuous improvement.
- Provide mentorship, coaching, and performance feedback to team members.
- Conduct periodic performance reviews and support professional development.
- Drive cross-functional collaboration across departments to ensure project success.
- Act as a role model for high performance, adaptability, and problem-solving.
Requirements
- Bachelor’s degree in a relevant field (Business, Law, Technology, or related discipline)
- Minimum of 6 years’ experience in project management, strategy, or operations
- Experience in financial services or investment environment preferred
- Strong understanding of technology tools, AI, and process optimization
- Proven ability to manage cross-functional strategic initiatives
- Excellent analytical, communication, and leadership skills
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Key Responsibilities
Technology Strategy & Leadership
- Define and execute a multi-year technology roadmap aligned with business growth and scalability goals.
- Translate business needs into technology solutions and digital initiatives.
- Establish technology governance frameworks, standards, and policies across the organization.
- Drive digital transformation initiatives across all business units.
- Evaluate emerging technologies (AI, automation, cloud tools) for potential adoption.
- Provide strategic advisory to executive leadership on technology investments and risks.
- Develop and manage the technology budget, ensuring cost optimization and ROI.
- Create a technology risk register and oversee mitigation strategies.
Automation & Process Optimization
- Map and analyze end-to-end business processes to identify automation opportunities.
- Design and implement workflow automation solutions across operations, finance, HR, and investment functions.
- Deploy and manage RPA bots, low-code applications, and integration tools.
- Standardize processes to ensure consistency before automation implementation.
- Monitor and optimize automation performance, including error handling and exception management.
- Measure and report efficiency gains, cost savings, and productivity improvements from automation initiatives.
- Collaborate with departments to redesign workflows for maximum automation impact.
- Build internal capability for automation adoption and user training.
Network Architecture & Setup
- Design and implement secure, scalable, and high-performance network infrastructure across all office locations.
- Oversee setup and configuration of LAN, WAN, VPNs, firewalls, and wireless networks.
- Ensure optimal network availability, bandwidth management, and performance optimization.
- Establish network standards, protocols, and documentation.
- Manage network segmentation to enhance security and performance.
- Lead expansion or redesign of network infrastructure to support business growth.
IT Infrastructure Management
- Oversee the deployment and maintenance of core IT infrastructure including servers, storage systems, and cloud environments.
- Manage on-premise and cloud infrastructure (e.g., AWS, Azure) to ensure scalability and reliability.
- Ensure high system uptime and availability through proactive monitoring and maintenance.
- Implement and maintain backup, disaster recovery, and business continuity plans.
- Monitor infrastructure performance and implement upgrades as needed.
Hardware & Asset Management
- Manage procurement, deployment, and lifecycle of IT hardware (laptops, desktops, servers, networking devices).
- Establish and maintain an IT asset management system to track hardware usage and condition.
- Ensure standardization of hardware across the organization for efficiency and supportability.
- Oversee maintenance, repairs, and replacement of hardware assets.
- Optimize hardware utilization and ensure cost-effective procurement strategies.
Network & Infrastructure Security
- Implement and maintain network security measures including firewalls, intrusion detection systems, and endpoint protection.
- Monitor network traffic for security threats, vulnerabilities, and breaches.
- Enforce access controls, authentication protocols, and data protection measures.
- Conduct regular security audits, vulnerability assessments, and penetration testing.
- Ensure compliance with data protection policies and IT security standards.
Systems & Infrastructure Management
- Oversee the selection, implementation, and integration of core business systems (CRM, ERP, PMS).
- Ensure system interoperability through APIs and middleware solutions.
- Manage cloud infrastructure, hosting environments, and system scalability.
- Monitor system performance, uptime, and reliability, implementing improvements where needed.
- Establish disaster recovery and business continuity plans.
- Maintain IT asset management systems and ensure optimal utilization.
- Oversee system upgrades, patches, and lifecycle management.
- Ensure proper documentation of all systems, configurations, and processes.
Data Management & Reporting Enablement
- Develop and implement data governance frameworks to ensure data quality, accuracy, and security.
- Design and deploy automated dashboards and reporting systems for business units.
- Integrate data across systems to create a single source of truth for decision-making.
- Support advanced analytics initiatives by ensuring data availability and structure.
- Define data standards, ownership, and access controls across the organization.
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Key Responsibilities
Financial Reporting, Control & Compliance
- Maintain accurate financial records and supporting schedules to ensure readiness for financial reporting, management accounts, and audits.
- Prepare data inputs and draft materials for regulatory reporting, ensuring accuracy and timely submission.
- Flag reporting risks or inconsistencies to the Financial Controller and recommend corrective actions.
- Collect necessary data and prepare accurate tax filings in compliance with tax laws and regulations.
- Monitor accounts receivable and payable transactions, ensuring accuracy and adherence to internal policies.
- Manage lease agreements and ensure compliance with IFRS 16 in lease-related accounting.
- Support internal financial controls, including adherence to approval processes and compliance with company policies.
- Prepare payroll schedules and ensure accurate computation of salaries, benefits, and statutory deductions.
Fund Accounting
- Maintain fund ledgers, track inflows/outflows, and prepare supporting schedules for financial reporting.
- Calculate and verify net asset values (NAVs), ensuring accurate pricing and expense allocation.
- Track fund-level expenses including management fees, custodian fees, and administrative costs.
- Prepare fund performance reports (income statements, balance sheets, cash flow statements) for internal use and regulatory submission.
- Process and post fund transactions, ensuring compliance with IFRS and regulatory timelines.
Cash Flow, Treasury & Asset-Liability Management
- Monitor and manage daily cash flow to ensure liquidity for operations, fund transfers, and redemptions.
- Execute cash transfers, payments, and receipts efficiently to maintain smooth financial operations.
- Support short-term cash forecasting and tracking of bank account activity.
- Monitor and reconcile key balance sheet exposures across assets and liabilities.
- Track asset utilization and liability obligations to ensure financial stability and compliance.
Reconciliation & Payment Management
- Perform reconciliations of bank statements, intercompany accounts, and ledger balances.
- Investigate and resolve discrepancies across systems, custodians, or third-party accounts.
- Oversee and process payments and disbursements, ensuring transactions are completed accurately and on time.
- Ensure vendor invoices and reimbursements are processed within policy limits.
Expense & Cost Management
- Track and allocate operational and fund-related expenses, ensuring accuracy and compliance with internal policies.
- Monitor vendor invoices and expense reimbursements for completeness, accuracy, and timely processing.
- Analyze cost drivers across business units to support expense optimization and cost of funds (COF) management.
- Support periodic cost allocation exercises, including preparation of schedules for management fees, custodian fees, and other operating expenses.
Performance, Planning & Analysis
- Track financial performance metrics and variances, and prepare analysis for senior review.
- Maintain and update financial forecasting templates, ensuring data accuracy and timely refreshes.
- Maintain and run financial models, performing scenario testing and validating outputs.
Audit & Assurance Coordination
- Compile necessary financial data for audit schedules and documentation.
- Assist in responding to auditor queries and gathering supporting materials.
- ERP & Financial Systems Proficiency
- Use ERP and accounting tools to input, extract, and validate financial data.
- Troubleshoot basic system issues and assist in system upgrades or integrations affecting finance operations.
Operational Efficiency & Process Improvement
- Review and optimize internal finance processes to enhance accuracy and operational efficiency.
- Identify opportunities for automation and process improvement to streamline finance operations.
- Support ad-hoc financial projects, system enhancements, or process improvement initiatives as directed by senior leadership.
Requirements
- Bachelor’s degree in Finance, Accounting, Business Administration, or a related field.
- A professional certification such as ICAN, ACCA is strongly preferred.
- Minimum of 3-5 years of experience in financial reporting, finance operations management, or a similar role.
- Demonstrated experience with financial assets/liabilities reporting, tax & regulatory compliance, budgeting, and reconciliation processes.
- Advanced proficiency in financial software and tools (e.g., Infoware, QuickBooks, etc).
- Strong knowledge of tax regulations, regulatory reporting, and audit requirements.
- Proficiency in Microsoft Excel and the ability to analyze large datasets effectively.
- Exceptional attention to detail and analytical skills.
- Excellent communication and interpersonal skills to collaborate with cross-functional teams.
- Proactive problem-solving approach with a focus on continuous improvement.
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Key Responsibilities
Fund Management & Capital Deployment
- Oversee fund structuring, allocation, and capital deployment, ensuring funds align with investment mandates and liquidity needs.
- Support portfolio manager with developing strategies to optimize cost of funds (COF)
- Monitor fund performance, ensuring compliance with risk-adjusted return expectations and regulatory requirements.
- Ensure liquidity management aligns with risk appetite, maintaining stable capital availability for investment opportunities.
- Prepare and maintain investment strategy pitch books and product sheets for managed products.
Investment Risk Management & Compliance
- Implement risk control frameworks, ensuring investment strategies comply with regulatory and internal governance policies.
- Oversee fund-wide risk exposure, mitigating threats from market volatility, credit risks, and macroeconomic shifts.
- Work closely with the Chief Quant Economist (CQE) to integrate quantitative risk models, stress testing, and scenario analysis into fund management strategies.
- Supervise hedging and derivatives strategies, ensuring FX, interest rate, and credit risk exposure is actively managed.
- Lead counterparty risk assessments, ensuring all financial transactions meet due diligence and risk management standards.
Research & Market Intelligence
- Leverage macroeconomic analysis, sector research, and financial modeling to inform fund-level investment decisions.
- Collaborate with Research team to integrate market insights into fund allocation strategies.
- Monitor regulatory shifts and economic trends, ensuring investment decisions remain data-driven and forward-looking.
Portfolio Management
- Ensure portfolio allocations align with fund-level mandates, collaborating with portfolio managers on strategic adjustments.
- Provide guidance on liability-driven investment strategies, ensuring portfolio liquidity matches financial obligations.
- Monitor portfolio performance relative to fund objectives, ensuring fund-wide performance targets are met.
Trade Execution & Liquidity Management
- Oversee fund-wide trading activities, ensuring best execution practices and liquidity optimization.
- Work with portfolio managers and risk analysts to assess trade impact on fund performance.
- Ensure liquidity thresholds align with capital deployment needs and market conditions.
- Supervise trade reconciliation and settlements to ensure seamless post-trade processes and regulatory compliance.
Corporate Actions Management
- Monitor and assess the impact of corporate actions on fund allocations.
- Recommend portfolio adjustments in response to corporate actions, ensuring continued fund alignment.
- Ensure all key stakeholders are informed of relevant corporate actions.
Workflow Automation & Process Optimization
- Implement automation tools to enhance fund management efficiency and streamline processes.
- Leverage technology to improve liquidity monitoring, trade execution, and performance analytics.
- Drive process improvements to reduce inefficiencies and enhance data-driven decision-making.
Stakeholder Engagement & Investor Relations
- Support capital-raising efforts, working with business development teams to align fund structures with investor needs.
- Ensure clear and transparent investor reporting, providing performance insights and risk assessments.
Team Leadership & Development
- Mentor and develop fund management associates and analysts, fostering a high-performance investment culture.
Other Duties As Assigned
- Lead or contribute to special projects, industry partnerships, and cross-functional initiatives as required.
- Adapt to evolving business needs and support firm-wide growth objectives.
Requirements
- Bachelor’s degree in Finance, Economics, Investment Management, Accounting, Mathematics, Engineering, or a related field.
- CFA, CAIA, or equivalent certification preferred.
- 8+ years of experience in fund management, asset management, or investment strategy execution.
- Expertise in fund structuring, capital deployment, and liquidity management.
- Experience in macroeconomic analysis, financial modeling, and risk-adjusted return optimization.
- Strong knowledge of counterparty risk management, due diligence, and corporate actions oversight.
- Proficiency in financial and analytical tools, including:
- Bloomberg Terminal, FactSet, Morningstar (investment research & market intelligence).
- Excel (VBA), Python, R (quantitative modeling & statistical analysis).
- Tableau, Power BI (data visualization & investment analytics).
- Exceptional stakeholder engagement, communication, and leadership skills.
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About the job
IT Support & Operations
- Provide first-level support for IT service requests and user issues
- Assist in troubleshooting hardware, software, and network-related problems
- Support system maintenance, backups, and routine IT operations
- Maintain logs of incidents, resolutions, and service requests
Process Automation & Optimization
- Identify repetitive manual processes across teams and recommend automation opportunities
- Build and maintain simple automation workflows (e.g., Zapier, Power Automate, scripts)
- Support integration between business tools and systems
- Document automation processes and workflows
User & Access Management
- Assist with user account creation, updates, password resets, and deactivations
- Support IT change management processes and system updates
- Help implement basic access controls and security best practices
Network, Systems & Website Support
- Assist in managing domains and DNS records
- Support website updates and monitoring
- Help track IT assets, subscriptions, and software licenses
- Assist with basic network monitoring and system performance checks
Data Analysis & Reporting
- Support development of simple reports and dashboards for IT and business teams
- Assist in analyzing system usage, IT performance, and service trends
- Contribute to data collection for operational and performance reporting
- Help identify insights for process improvement
Documentation & User Education
- Create and maintain IT documentation, guides, and SOPs
- Assist in developing user training materials and awareness content
- Support cybersecurity awareness initiatives
Cross-Functional Collaboration
- Work with Funds, Wealth, Finance, and Operations teams to understand needs
- Translate business requirements into technical or automation solutions
- Support implementation of digital tools across departments
Requirements
- Bachelor’s degree in Computer Science, Engineering, Information Systems, or related field with a minimum of 1 year post NYSC experience.
- Basic knowledge of IT systems, networking, or technical support
- Interest in data analysis, process improvement, and technology-driven solutions
- Basic knowledge of automation tools (e.g., Zapier, Power Automate)
- Familiarity with data tools (Excel, Power BI, SQL is a plus)
- Basic understanding of APIs and integrations is an advantage
- Strong communication and organizational skills
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Key Responsibilities
Project Planning & Development
- Lead end-to-end project planning, including defining scope, timelines, budgets, and deliverables.
- Conduct and coordinate feasibility studies covering technical, financial, and regulatory considerations.
- Develop detailed project execution plans, including work breakdown structures and resource allocation.
- Collaborate with architects, engineers, and consultants to refine design concepts, layouts, and specifications.
- Review and validate Bill of Quantities (BOQ) and cost estimates.
- Ensure alignment between design intent, budget constraints, and investment objectives.
- Drive the acquisition of all pre-construction approvals, permits, and documentation.
- Establish project governance structures, reporting frameworks, and escalation protocols.
Project Execution & Delivery
- Oversee full project lifecycle execution from mobilization to completion.
- Develop and track detailed construction schedules, ensuring adherence to timelines.
- Coordinate daily activities across contractors, consultants, and suppliers.
- Monitor site progress through regular inspections and performance tracking.
- Ensure compliance with quality standards, technical specifications, and safety requirements.
- Proactively identify and resolve delays, bottlenecks, and technical issues.
- Manage scope changes, ensuring proper documentation and approvals.
- Ensure efficient coordination between design and construction teams to avoid rework.
Budget & Cost Management
- Prepare and manage comprehensive project budgets and cash flow forecasts.
- Track project expenditures against approved budgets and highlight variances.
- Implement cost control mechanisms to optimize project spend.
- Review and certify contractor valuations, invoices, and payment requests.
- Manage variation orders and change requests, ensuring cost implications are properly assessed.
- Provide periodic financial reports and forecasts to management.
- Identify opportunities for cost savings without compromising quality.
Contractor & Vendor Management
- Lead procurement processes including tendering, evaluation, and selection of contractors and vendors.
- Negotiate contracts, ensuring clarity on scope, timelines, pricing, and deliverables.
- Monitor contractor performance against KPIs, SLAs, and contractual obligations.
- Manage disputes, claims, and contractor-related issues effectively.
- Ensure contractors adhere to quality, safety, and regulatory standards.
- Maintain strong relationships with vendors to ensure reliability and responsiveness.
- Conduct periodic performance reviews and enforce accountability.
Risk Management & Compliance
- Identify, assess, and manage project risks across financial, operational, and regulatory areas.
- Develop and implement risk mitigation strategies and contingency plans.
- Ensure compliance with local building regulations, environmental laws, and safety standards.
- Monitor health and safety practices on-site, ensuring adherence to policies.
- Coordinate with legal and compliance teams on contractual and regulatory matters.
- Maintain a risk register and track mitigation actions throughout the project lifecycle.
- Manage insurance requirements and claims where applicable.
Reporting & Stakeholder Communication
- Prepare and deliver weekly and monthly project reports covering progress, risks, and financials.
- Provide real-time updates on project milestones, delays, and key issues.
- Present project updates to senior management and investment committees.
- Maintain clear and structured project documentation and communication records.
- Align all stakeholders on project objectives, timelines, and expectations.
- Escalate critical issues promptly and recommend solutions.
Project Close-Out & Handover
- Ensure all construction works are completed in line with approved designs and specifications.
- Coordinate final inspections, snagging, and defect resolution.
Method of Application
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