Description
Location:
Ikoyi, Lagos
Job Objective(s)
The Position Holder is responsible for performing research, and analysis on equities, and other capital market instruments in target markets and industries, in order to provide informed research notes, and recommendations to fund managers and aid them in the investment process, through the application of problem-solving expertise and a broad knowledge of the capital market to interpret data into meaningful recommendations successfully.
Duties and Responsibilities
Research: Undertake research on various classes of security instruments, industry and company data, leverage on research to develop research reports and publications, and provide recommendations to support both internal teams (i.e. client relations, & proprietary trading desks), and the company’s clientele (retail and institutional) in making investment decisions.
Macroeconomic Analysis: Undertake analysis, and interpretation into the impact of various key environmental drivers such as market / industry trends, geographic trends, socio-political factors etc. on target markets, industries, and companies, with the aim of better tailoring recommendations and predictions for decision-making of target audiences.
Financial Modelling: Input data into proprietary financial models, to represent both real-world financial situations, and scenarios to form basis for research notes, and advice to guide the effective decision-making of both internal teams, and external clientele.
Portfolio Monitoring: Perform active surveillance, and extensive analysis of investment portfolios to identify trends, and make recommendations to both internal teams, and the company’s clientele with the aim of driving their effective decision-making in optimizing the performance of said portfolios.
Support Business Development Activities: Actively contribute to research materials for purposes of making sales pitches to both existing and prospective clients, as well as internal teams.
Maintain up-to-date knowledge of industry happenings and current events.
Conduct primary research from industry sources
Take responsibility for the coverage of market sectors and regions
Make regular presentations to internal and external clients
Develop additional quantitative and analytical tools to enhance security selection and portfolio management.
Perform active surveillance of portfolio holdings to identify trends and make recommendations.
Requirements
Minimum of 3-5 years of cognate experience in similar role.
Bachelor's degree from accredited university.
MBA or other advanced degree in finance.
Relevant professional qualifications in finance, and investment management (e.g. CIS, CFA, ACCA).
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Location:
Ikoyi, Lagos
Job Objective(s)
The Position Holder is responsible for providing leadership to the investment management function of the company, by contributing to the formulation of investment strategies, product development and process improvement initiatives; maintain coverage of assigned research responsibilities; ensuring efficient trade execution, portfolio administration and transaction processing; supporting Primary Portfolio Managers, and maintaining secondary responsibility for asset portfolio. In addition to the foregoing, the Position Holder would be expected to extensively collaborate with the company’s Managing Director and Board of Directors to establish long-range goals, strategies, plans and policies.
Develop Procedures and Processes: Produce and implement a manual of procedures and processes for all investment-related activities.
Trade Execution: Trade execution, including compilation and dissemination of approved portfolio trade orders to counterparties. The Position Holder is also responsible for ensuring efficient and accurate posting of portfolio and transaction data.
People Management: Responsible for driving and sustaining strategic people management practices that support the organization’s ability to achieve its corporate objectives through optimal talent resourcing, employee engagement, talent management, and people development.
Duties and Responsibilities
Stakeholder Engagement: Build advantageous relationships across the firm, as well as with key decision-makers in organizations in which ARM either already has an existing relationship, or are in the organization’s client pipeline, in order to support the growth of the firm’s client-base and Assets Under Management (AUM), as well as its long-term business growth. The Position Holder is also required to sit on the executive, investment and mutual funds committees of the organization.
Investment Strategy: Active contribution to the development and implementation of strategies to improve the portfolio management function. The Position Holder is also responsible for the implementation of agreed investment strategies and action plans, and ensuring adherence to investment mandates and client profiles.
Market Research and Analysis: Leads market research and analysis efforts into uncovering both global and local macroeconomic trends, extensive research into various financial instruments, and in-depth review of mostly publicly traded companies, in order to understand current trends, and forecast future performance, with the aim of applying this knowledge to managing the firm’s
Manage Portfolio Performance: Develop portfolio performance benchmarks and targets based on factual market information on an annual basis, or at any other frequency interval requested.
Review Investment Proposals: Review proposals for investment in quoted equities, bonds, and money market securities. Prepare funds management proposals to current and prospective clients.
Asset Allocation: Review on a constant basis, the asset allocation of mutual funds to ensure compliance with the trust deeds.
People Management: Responsible for driving and sustaining strategic people management practices that support the organization’s ability to achieve its corporate objectives through optimal talent resourcing, employee engagement, talent management, and people development
Requirements
Minimum of 12 - 15 years of work experience in similar role.
Bachelor Degree from an accredited university.
Professional certification in finance and/or accounting from a recognized professional body (e.g. CFA, CGMA, ACCA, ICAN etc.
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