Portfolio Manager
Alan & Grant
Abuja , Nigeria
7h ago
source : Fuzu

Job Summary

  • The Portfolio Manager handles investing in Short & Medium-Long term investments for our clients' in order to achieve set objectives.
  • In addition, the Portfolio Manager will support the investment management function of the company, contributing to the formulation of investment strategies that adds value, product development and process improvement.
  • Requirements

  • B.Sc in Accounting, Economics, Finance or any other discipline.
  • CFA Charter holder or level 2 candidate / MBA or master’s in finance.
  • Minimum of five (5) years’ experience in portfolio management required.
  • Duties & Responsibilities

  • Responsible for strategic asset allocation and portfolio diversification for clients and company.
  • Deliver strong returns on portfolios managed within portfolio guidelines, risk limits and regulations.
  • Research and analyze investment opportunities and consider market conditions and economic trends to select the best assets for proactive investing.
  • Ensure investment decisions and portfolios are managed in line with their governing documentation, internal policies, and relevant regulations.
  • Maintain and update inventory records of Securities with valuations where necessary.
  • Monitor portfolio performance against set benchmarks / targets in a bid to outperform set benchmarks.
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