Portfolio Manager

Job Summary: The Portfolio Manager will be responsible for managing investment portfolios,
conducting thorough research, making investment decisions, and ensuring that the portfolios
align with the clients' financial goals and risk tolerance. The role involves continuous monitoring
of financial markets, rebalancing portfolios, and optimizing returns for clients.

Reports To: Managing Director
Location: Lekki Phase 1
Employment Type: Full-Time
Work Mode- Onsite (Monday - Friday)

Key Responsibilities:

• Portfolio Management:
  o Develop and implement investment strategies for individual and institutional clients, aiming to maximize returns within the client's risk tolerance.
  o Monitor and adjust portfolios in response to market conditions, economic trends, and changes in clients' objectives.
  o Conduct regular portfolio reviews and rebalancing to maintain alignment with clients' goals and market developments.
  o Mobilization of funds for the organization
• Investment Research & Analysis:
  o Analyze financial statements, market trends, and economic indicators to identify potential investment opportunities.
  o Conduct due diligence on assets, including stocks, bonds, mutual funds, real estate, and other investment vehicles.
  o Stay informed of developments in global financial markets and industry trends.
• Client Relationship Management:
  o Work closely with clients to understand their financial goals, risk tolerance, and investment preferences.
  o Provide regular updates and reports to clients, explaining portfolio performance and any changes made.
  o Communicate investment strategies, market outlook, and recommendations to clients in a clear and concise manner.
• Risk Management:
  o Identify and manage risks associated with investment portfolios.
  o Ensure compliance with regulatory requirements and company policies.
  o Implement appropriate hedging strategies when necessary to mitigate potential risks.
• Performance Monitoring & Reporting:
  o Track and report on the performance of managed portfolios, comparing against benchmarks and targets.
  o Prepare comprehensive performance reports for internal review and client presentations.
  o Weekly, Monthly and Quarterly portfolio Performance
  o Quarterly SEC Returns Report
• Collaboration & Teamwork:
  o Liaise with the custodian on various matters.
  o Collaborate with the investment team, including analysts and traders, to develop and execute investment strategies.
  o Work with other departments, such as legal, compliance, and client services, to ensure seamless operations and adherence to regulations.
  o Participate in investment committee meetings and contribute to the development of firm-wide investment strategies.
  
  Key Qualifications:
  
  Education:
  o Bachelor's degree in Finance, Economics, Business Administration, or related field.
  o MBA or Master's degree in Finance or related field is preferred.
• Experience:
  o Minimum of 5 years of experience in portfolio/fund management, investment analysis, or related fields.
  o Must be registered with the Securities and Exchange Commission (SEC) as fund and portfolio manager.
  o Proven track record of managing investment portfolios and achieving consistent performance results in an Asset management firm.
• Skills & Competencies:
  o Strong analytical skills with the ability to interpret complex financial data and market trends.
  o In-depth knowledge of various asset classes, including equities, fixed income, and alternative investments.
  o Excellent communication and presentation skills, with the ability to convey complex information to clients and stakeholders.
  o Strong attention to detail and ability to work under pressure in a fast-paced environment.
  o Proficiency in financial modeling, portfolio management software, and other relevant tools.
  o Proficient in Microsoft Excel, PowerPoint, and Word