Financial ControllerPortfolio Manager- Investment operation

Portfolio Management & Investment Execution

• Manage assigned portfolios across asset classes including equities fixed income money market instruments and alternative investments where applicable.
• Develop and implement portfolio strategies aligned with client mandates risk tolerance and return objectives.
• Execute trades efficiently while minimizing transaction costs and market impact.
• Conduct regular portfolio rebalancing based on market conditions and investment guidelines.
• Product creation in line with emerging trends and customer needs

Research & Analysis

• Conduct fundamental and macroeconomic analysis of Nigerian and global markets.
• Analyze financial statements valuation metrics yield curves and market trends.
• Generate investment ideas and recommendations supported by quantitative and qualitative research.

Risk Management

• Monitor portfolio risk metrics such as duration concentration limits volatility and drawdowns.
• Ensure portfolios comply with internal risk limits and regulatory investment thresholds.
• Stress-test portfolios under different market scenarios.

Client & Stakeholder Management

• Prepare portfolio performance reports and investment commentary for clients and internal stakeholders.
• Participate in client meetings presentations and investment review sessions.
• Address client inquiries related to portfolio performance and strategy.

Compliance & Governance

• Ensure full compliance with SEC Nigeria regulations pension fund guidelines (where applicable) and internal investment policies.
• Maintain accurate documentation of investment decisions and approvals.
• Work closely with Compliance Risk and Operations teams to ensure seamless portfolio execution and reporting.
• Enhance key reputation with High-Net-Worth individuals and their influencers.
• Lead or participate in the closing of new businesses
• Ensure the implementation of Trust policies and procedures in line with the companys strategic objectives
• Ensure proper documentation of all Trust Relationships and effectively maintain Trust files
• Maintain compliance with all internal policies and procedures as well as with regulatory and legal requirements
• Mitigate risk on an individual book of business
• Contribute to the development of new Trust products and develop proposals for Prospects
• Ensure the proper investment of funds held under the Trustee or Nominee arrangement.

Education

• Bachelors degree in Finance Economics Accounting Business Administration or a related field.
• A Masters degree is an added advantage.

Professional Certifications

• Relevant certifications such as CFA CISI ACA or ACIB are strongly preferred.

Experience

• Minimum of 7-15 years experience in portfolio management investment research or asset management.
• Strong understanding of the Global Markets Nigerian capital markets fixed income instruments Commodities market and regulatory environment.