Investment Operations Analyst

Lagos - Nigeria

Monthly Salary: Not Disclosed

Posted on: 19 hours ago

Vacancies: 1 Vacancy

Job Summary

Oversee investment management practices and improve them when necessary.
Contribute to the preparation of client monthly market and strategy reviews/quality reports.
Prepare and process all paperwork needed for investment/advisory accounts including data gathering and signature requests.
Monitor process and follow up on asset transfers and initial and subsequent funding of advisory accounts.
Implement initial and subsequent asset allocation trades.
Process investment accounts and trades.
Manage tasks and workflow items from incoming work streams to ensure smooth end-to-end client support.
Conduct and manage trades for both advisory and brokerage accounts.
Regularly rebalance portfolios to maintain desired asset allocation at the direction of an Investment Specialist.
Oversee cash flows within investment accounts including daily/monthly cash monitoring and cash raising for Defined Benefit Pension Plans.
Analyze and initiate trades into the trading system including rebalancing investment funds.
Provide support for clients as they move through the stages of establishing investment accounts.
Proactively communicate with clients throughout the onboarding process and manage all client communication and service pertaining to investments.
Correspond with relationship managers to handle advisory-related service issues.
Administer compliance requirements ensuring adherence to all relevant compliance and regulatory requirements.
Utilize CRM systems to monitor opportunities and manage client relationships.
Track and manage account follow-ups required service actions and compliance deadlines.
Ensure that operations are in compliance with various regulatory bodies including SEC reporting.
Provide subject matter expertise on projects along with internal and industry-related initiatives.

Bachelors degree in Finance Business Economics or a related field preferred.
2 years of Institutional Investment Operations experience.
Strong attention to detail and problem-solving abilities.
Excellent verbal and written communication skills coupled with strong interpersonal skills.
Proficiency in Microsoft Office programs (especially Excel) and common web-based applications.
Ability to work in a fast-paced environment and manage multiple projects/events.
Strong analytical and organizational skills; ability to multi-task.
Knowledge of various account types including trusts various IRA types 401(k) defined benefit plans etc.
Understanding of concepts and derivation of the Net Asset Value calculation for a wide range of investment vehicles.
Experience in operational risk management incident management issue management and control testing is essential.

Required Experience:

Oversee investment management practices and improve them when necessary.Contribute to the preparation of client monthly market and strategy reviews/quality reports.Prepare and process all paperwork needed for investment/advisory accounts including data gathering and signature requests.Monitor proces...

Oversee investment management practices and improve them when necessary.
Contribute to the preparation of client monthly market and strategy reviews/quality reports.
Prepare and process all paperwork needed for investment/advisory accounts including data gathering and signature requests.
Monitor process and follow up on asset transfers and initial and subsequent funding of advisory accounts.
Implement initial and subsequent asset allocation trades.
Process investment accounts and trades.
Manage tasks and workflow items from incoming work streams to ensure smooth end-to-end client support.
Conduct and manage trades for both advisory and brokerage accounts.
Regularly rebalance portfolios to maintain desired asset allocation at the direction of an Investment Specialist.
Oversee cash flows within investment accounts including daily/monthly cash monitoring and cash raising for Defined Benefit Pension Plans.
Analyze and initiate trades into the trading system including rebalancing investment funds.
Provide support for clients as they move through the stages of establishing investment accounts.
Proactively communicate with clients throughout the onboarding process and manage all client communication and service pertaining to investments.
Correspond with relationship managers to handle advisory-related service issues.
Administer compliance requirements ensuring adherence to all relevant compliance and regulatory requirements.
Utilize CRM systems to monitor opportunities and manage client relationships.
Track and manage account follow-ups required service actions and compliance deadlines.
Ensure that operations are in compliance with various regulatory bodies including SEC reporting.
Provide subject matter expertise on projects along with internal and industry-related initiatives.

Bachelors degree in Finance Business Economics or a related field preferred.
2 years of Institutional Investment Operations experience.
Strong attention to detail and problem-solving abilities.
Excellent verbal and written communication skills coupled with strong interpersonal skills.
Proficiency in Microsoft Office programs (especially Excel) and common web-based applications.
Ability to work in a fast-paced environment and manage multiple projects/events.
Strong analytical and organizational skills; ability to multi-task.
Knowledge of various account types including trusts various IRA types 401(k) defined benefit plans etc.
Understanding of concepts and derivation of the Net Asset Value calculation for a wide range of investment vehicles.
Experience in operational risk management incident management issue management and control testing is essential.

Required Experience:

Key Skills

Close Protection
Accounting And Auditing
C#
Agriculture
Civil Project Management
Import & Export

Apply Now

About Company

Afrinvest West Africa

Our Company, Afrinvest West Africa Limited, is a capital market holding company with a focus onWest Africa and active in the following principal areas: Investment Banking, Asset Management,Securities Trading, Trust Services, and Investment Research & Consulting.

View Profile View Profile

AI AutoApply

Apply to 100+ jobs with one click