Job Title: Portfolio Management
Location: Lagos, Nigeria
Recruiter: CardinalStone Partners Limited
Job Specification:
• Understand client needs, risk appetite, and investment goals and come up with investment guideline to suit client's investment goals
• Allocate client's assets to reflect investment policy document and invest appropriately
• Monitor accounts for any client account investment guidelines violations, updates and changes
• Communicate with both clients and our team regarding various investment policies, procedures and compliance issues from time to time
• Responsible for asset management, research, and analysis for all investment products including but not limited to individual securities, mutual funds, ETF's, REITs, Bonds (Government and Corporate) and all actively managed accounts
• Synthesize equity research and develop transaction-oriented ideas
• Set up and host client meetings as may be agreed with clients
• Follow market trends and stock movements and suggest alternative business strategies to address changing market opportunities.
• Entertain and build personal client relationships.
• Develop strategies to increase profitability
• Keep abreast of market conditions while tracking benefits (dividends and bonuses) due to clients
• Support management in identifying and securing new growth opportunities
Qualifications:
• Relevant Bachelor's degree
• Professional certification is an added advantage
• Above 2 years experience in a similar role
• Passion for stocks and the broader markets
• Affective and articulate communicator
• Relationship building skills and confidence
• Ability to take initiative and ownership
• Ability to multitask and attack a problem from multiple angles
• Strong organizational and social skills
• High energy level
• Use of Bloomberg terminal and other analytical tools
General Competencies:
• Excellent command of the English language
• Effective and efficient at problem solving
• Attentive to detail and highly organized
• Great communication skills (oral and listening)
• Working knowledge of Microsoft Outlook, Word, and Excel
How to Apply:
Interested and qualified applicants should apply online or send their Cover Letter and CV to hr@cardinal-stone.com
Please Note: You are required to include a cover letter as the first page of your CV.
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