Head, Portfolio Management/Head of Investments

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, or a related field.
  
• A Master’s 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.
  

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.