Treasury PortfolioFund Manager

Widestride International Limited manages the WIL Balanced Asset as a discretionary private investment product designed to deliver a balanced combination of capital growth income generation and risk mitigation in line with each investors objectives and risk profile.

The portfolio is strategically diversified across low-risk instruments including Treasury Bills investment-grade bonds money market funds and term deposits as well as medium-risk investments such as SEC-approved equities and publicly listed Real Estate Investment Trusts (REITs). This diversified approach enables the portfolio to pursue competitive returns while maintaining prudent risk management and capital preservation.

Job Title: Treasury Portfolio Manager

Job Type: Full Time/Hybrid

Level: Senior Level

Purpose Statement

We are seeking an experienced Senior Capital Markets Treasury & Portfolio/Fund Management professional to lead the Companys treasury investment and portfolio activities drive portfolio growth and profitability optimize liquidity and returns manage SEC-approved investment products and ensure strong regulatory compliance and risk management.

Responsibilities

1. Identify originate evaluate and execute investment opportunities across approved asset classes including fixed income equities money market instruments and alternative investments.
   

2. Lead the development and execution of the Companys treasury investment and portfolio management strategy to drive sustainable growth profitability liquidity and risk-adjusted returns.
   

3. Manage the Companys investment portfolio and SEC-approved investment products including asset allocation security selection portfolio rebalancing performance monitoring and risk management.
   

4. Oversee treasury and liquidity management including cash-flow forecasting cash positioning short-term investments funding requirements and efficient deployment of surplus funds.
   

5. Drive portfolio and revenue growth through client acquisition investment mobilization and effective relationship management across high-net-worth individuals corporates institutional investors and other strategic clients.
   

6. Build and manage strategic relationships with banks financial institutions brokers custodians fund managers institutional investors regulators and other capital market stakeholders.
   

7. Develop and enhance investment products and solutions aligned with market opportunities regulatory requirements client needs and the Companys overall commercial objectives.
   

8. Conduct market research financial analysis and portfolio reviews to identify emerging opportunities assess market risks optimize returns and recommend timely strategic adjustments.
   

9. Ensure full compliance with SEC regulations investment guidelines internal policies risk frameworks and industry best practices while maintaining appropriate controls across treasury and investment activities.
   

10. Provide strategic treasury and investment advice to Executive Management and lead the Treasury & Investment team including preparation of investment proposals financial forecasts portfolio performance reports management reports and development of team capability as the business grows.
    

1. Bachelors degree in Finance Accounting Economics Banking & Finance Business Administration or a related field; relevant professional qualifications such as CFA ACT ACA/ACCA CPA CIS FRM or an MBA/Masters degree are an added advantage.
   

2. Minimum of 7 years of progressive experience in Treasury Capital Markets Investment Management Asset Management Wealth Management Corporate Finance or related financial services with demonstrated senior-level experience.
   

3. Proven track record in managing liquidity cash positions funding requirements investments and capital market transactions within a regulated financial institution or investment environment.
   

4. Demonstrated experience in developing and executing investment and treasury strategies driving portfolio growth optimizing returns and preserving capital.
   

5. Strong knowledge of money and capital market instruments including Treasury Bills Commercial Papers Bonds Fixed Income Securities Mutual Funds Equities Repos and other investment products.
   

6. Strong expertise in portfolio management including asset allocation security selection portfolio rebalancing yield optimisation performance measurement and risk-adjusted return analysis.
   

7. Sound understanding of treasury and investment risk management including market liquidity interest-rate credit and counterparty risks as well as regulatory requirements governance and internal controls.
   

8. Strong analytical and financial modelling skills with proficiency in spreadsheets cash-flow forecasting scenario and sensitivity analysis investment appraisal portfolio modelling and relevant treasury and market tools.
   

9. Excellent commercial judgment business development negotiation leadership communication presentation and stakeholder-management skills with the ability to engage clients financial institutions regulators and senior management.
   

10. SEC Sponsored Individual status or relevant SEC registration is an added advantage.