Investment Analyst
Role Description
- This is a full-time Investment Analyst role located on-site in Lagos. The Investment Analyst will be responsible for the day-to-day tasks and activities that support the investment management function such as carrying out portfolio analysis, building financial models, evaluating investment opportunities, etc.
- The Investment Analyst will also work closely with the Investment Manager, and other team members to make investment decisions that align with the company’s overall strategy.
Responsibilities
- Undertake investments in accordance with the department’s investment policy statements, company policies and procedures and regulatory requirement.
- Conducting due diligence on companies and industries by reading and analyzing financial statements, regulatory and market and economic date.
- Keeping up to date with market and economic developments, new investment products and all other areas the can affect the markets.
- Assist in the preparation of periodic research reports and making recommendations to the investment committee.
- Collaborate with the Finance and Operations team to ensure timely transfer of funds for investment purposes and also payments to clients for withdrawal purposes.
- Assist in ensuring that all compliance regulations are met.
- Assist in building and presenting investment and divestment cases for specific investment opportunities, supporting the provision of all necessary information needed to make investment decisions
- Support the preparation of investment memoranda and related formal presentations and reports for the investment committee
- Support the monitoring and evaluation of the financial position of the entity to ensure optimal deployment of investment capital
- Provide support in ensuring the entity and its portfolio companies meet target impact objectives
- Provide support to ensure that all compliance & regulatory requirements are met and adhered to
- Ensure accurate record keeping on all activities of the department
- Support the development of periodic reports to key stakeholders
- Perform other related duties as required.
Qualifications
- A minimum of First Degree or its equivalent in numerate or semi-numerate disciplines such as Actuarial Sciences, Statistics, Mathematics, Accounting, Economics, Banking, Finance, Insurance, and other related courses.
- Experience in working with investment policies, asset allocation, financial instruments, investment strategies, etc.
- Candidate should have a minimum of 2 years experience in the PFA or Asset/Portfolio Management industry.
- Strong Analytical Skills: ability to gather, analyze, and interpret complex data, written reports, and information. Able to use this information to inform decision-making.
- A minimum of 3 years related experience in managing portfolios and investment positions.
- Commercial awareness.
- The ability to understand broad business issues.
Method of Application
Interested and qualified candidates should send their Resume to: [email protected] using the Job Title as the subject of the mail.
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