Description
Job ID: 56338
Location:
Lagos Island, Lagos
Job Sector: Financial Services
Job Purpose
The Fund Manager, Alternative Investments would be responsible for the development of SIPML’s alternative investment portfolio working with the relevant business teams, ensure professional management of alternative investment portfolios towards achieving the Company’s business objectives.
Key Responsibilities / Accountabilities
Technical & Portfolio Management:
Research & Data analysis capabilities
Analytical and quantitative background
Understanding of capital markets concepts and structured products
Understanding of Alternative Investment (E.g Power, Energy, Infrastructure) documentation and execution processes
Understanding of ratings process
Accurately interpret and apply regulatory and complex legal concepts
Responsible for spotting investment opportunities within the regulatory framework
Responsible for transaction structuring.
Manage Investment Opportunities with Key Industry Clients:
Manage clients expectation with regards to portfolio performance
Maintain key relationship with clients
Attend periodic Investment Committee and Advisory Committee meetings to communicate fund performance, economic and financial market outlook that might impact performance of assets under management on request
Ensure the Alternative Investment portfolio is within the top 20 percentile on a risk-adjusted basis
Monitor Alternative investments, economic conditions, markets and portfolio performance with respect to stated investment objectives/goals and make appropriate recommendations to the Head of Department
Responsible for identifying and sourcing alternative investment opportunities.
Maintain competitive watch and market intelligence on the performance of competitors in the industry.
Ensure strict adherence to the guidelines, risk management and investment policies set by the Fund’s Investment Committee.
Maintain important relationship with clients and counterparties
Ensure the timely rendition of returns to clients and regulatory authority
Periodic (monthly, quarterly, yearly) comparative analysis of fund performance.
Fund Performance and AUM Growth:
Alternative Investment Mandates
Responsible for the growth of portfolios under management
Accountable for investment returns for alternative asset portfolios
Continuously evaluate the external environment and assess the impact on the Fund's activities. Where required, recommend necessary changes to plans.
Preparation of periodic Fund performance reports vs benchmarks and targets
Preparation of periodic reports on growth in assets under management for SIPML and the industry including market share analysis.
Monitoring the performance and growth in assets under management of competitors.
Stakeholder Engagement:
Proactively develop relationships with key external stakeholders including relevant to the alternative asset portfolios to ensure Stanbic IBTC gets appropriate co-operation when required
Manage relationships with internal stakeholders.
Hold primary relationship with clients and handle all aspects of client interaction including coordinating and execution of transactions.
Monitor client account performance and service client needs to retain existing clients.
Manage the Fund Risk:
Adherence to the guidelines set by the Investment Committee and terms of the Fund with respect to Investment Processes
Ensure adherence to all Company’s standards/policies.
Ensure regulatory & legal compliance.
Ensure adherence to all ESG policies and Stanbic IBTC SEE framework
Assist in monitoring markets and pre-empting risk for both clients and Stanbic IBTC.
Preferred Qualification and Experience
Post Graduate qualifications in Finance, Economics, Accounting, Engineering or other relevant degree. Other relevant qualifications including qualifications such as a Masters, and MBA is required
Master's in Business Administration; Strong Analytical/Numeracy Skills; Insight and knowledge of local and international practices in pensions and retirement benefit industry; In-depth understanding and practical knowledge of Asset/Fund Management industry.
Certified Financial Analyst (CFA)
Minimum 10 years post qualification experience with at least 4 years spent in the Financial Sector and 4 years in top management position Experience in Investment Banking, Project Finance, Infrastructure Finance and Advisory, Credit, Asset management/pension fund investment.
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Job ID: 56339
Location:
Lagos Island, Lagos
Job Sector: Financial Services
Job Purpose
The Fund Manager RSA is a senior Investment Manager who will provide leadership and strategic direction including development and compliance with the investment strategy, asset allocation, processes, policies and guidelines.
The role holder will stay abreast of industry trends and will provide insight and recommendations to the Investment Committee regarding new strategies, concepts and applications.
Maximise investment value by managing the portfolios within the framework of the overall portfolio strategy and objectives.
The role holder will assist in the new business development on a regular basis as well as analytical support in preparation of annual budgets, evaluation of variance and trends in achieving budgeted income.
Key Responsibilities / Accountabilities
Develop and implement the broad investment strategy:
Monitoring global macro events and assessing implications on markets and client portfolios assigned under team.
Ensuring disciplined implementation of well-defined investment views and rational strategy.
Ensure assigned team portfolios are managed according to specific client investment objectives and constraints.
Monitor and ensure implementation of generated and evaluated ideas in maximizing clients’ portfolio performance.
Interface with strategy teams and research groups to understand and implement internal recommendations.
Portfolio Construction and implementation of strategic investment policies:
Ensure asset allocation strategy within investment portfolios aligns with broad internal asset allocation strategy
Consistently monitor the execution of the investment process whilst ensuring portfolio construction is aligned with the process and asset allocation outlook provided by the strategy teams.
Lead and mentor members of the investment team and help ensure a productive allocation of the team’s resources.
Manage or co-manage the tactical strategies agreed on portfolios from time to time.
Coordinate inputs on investment mandates and strategies.
Evaluation of all relevant investment research to ensure portfolio decisions follow Internal investment policy and risk framework:
Ensure disciplined and industry accepted process is followed in determining valuations of investment securities in client portfolios.
Responsible for team articulation of current economic and market views, outlook, portfolio positioning and construction
Responsible for ensuring changing market dynamics are properly monitored and included in strategic and tactical strategies.
Provide broad analytical and fundamental investment support to the team regarding well researched opportunities.
Articulation of effective coordination of investment communication with internal and external clients:
Articulate structure of presentation materials that provides information to clients for their understanding of the investment strategy and returns on their portfolios
Ensure the portfolio is structured to meet the ever changing objectives and needs of clients.
Collaborate with business development teams to provide analysis and proposals to gain new business.
Participate in client and prospect presentations on a regular basis
Contribute to quarterly investment commentary and provide ongoing communication both internally and externally as it relates to investment strategy
Develop and lead corporate culture in a positive manner and have input into the strategic direction of the company
Monitor the income and performance benchmarks on the fund against the budget:
Track the income generated across all funds against the budgeted income. Evaluate the variance and trends in achieving the budgeted income.
Ensure that all investment decisions made on the Fund enhance the return.
Track the performance of the Funds against the benchmark and the annual target returns and ensure the team is aligned with the objective to outperform the performance metrics and inflation.
Enhance open investment ideation and communication:
Promote an open communication culture amongst team members and the Head Investments.
Provide direction to team members on all cascaded business objectives.
Eliminate key man risk by building capacity and knowledge amongst team members
Preferred Qualification and Experience
B.Sc. in Finance, Engineering, Actuarial Science, Economics and other related fields
Master’s Degree or relevant professional qualification. A first-level university degree in combination with additional years of qualifying experience may be accepted in lieu of advanced university degree.
Wealth Management
Finance
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