Portfolio Manager - SEC Sponsored
eRecruiter
Lagos State, ng
6d ago

Job Information

Job Opening ID ERJ1390 Account Manager eRecruiter 2 Industry Financial Services Salary Negotiable City Lagos State Province Lagos State Postal Code 23456

Job Description

Our client is an asset management company with a team of experienced industry expert. They currently have an opening for a Portfolio Manager . Job Responsibilities

  • Follow a predetermined strategy for investment, dictated by an investment policy statement (IPS), to achieve a client's investment objectives
  • Work with investment analysts and researchers to gain a better understanding of market conditions and domestic and global developments that may impact client account balances or future investments.
  • Directs all the trades the investment fund or portfolio makes during the day by making final decisions on the securities involved
  • Makes the ultimate decision on what securities to buy or sell based on recommendation
  • Maintain an in-depth understanding of market conditions, trends, and overall economic outlook
  • Meet with high-level investors and potential investors in person or over the phone
  • Perform an interview to fully understand a client's investment needs and ensure those needs are met
  • Primarily responsible for creating and managing investment allocations for private clients
  • Buy and sell securities in an investor's account to maintain a specific investment strategy or objective over time
  • Determine client's appropriate level of risk based on the client's time horizon, risk preferences, return expectations and market conditions
  • Periodically evaluate the performance of predetermined investment packages, as well as meet standards provided by regulatory organizations
  • Requirements

  • Must have a B. Sc in any field of study (MBA is an added advantage)
  • Must be SEC sponsored
  • Must have at least 4 years of experience working in Financial Services or Investment firm with tangible experience providing portfolio recommendations to clients or in-depth financial or market analysis
  • CFA certified or any other related certification is a plus.
  • Certification in Finance Risk Management very desired
  • Must be highly efficiency in data interpretation and a penchant for research and analysis
  • Must have in-depth understanding of financial markets, economics, and portfolio theory
  • Must be customer-focused, with a desire and ability to communicate frequently with investor clients regarding their accounts and investment performances
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