Team Lead, Investment

Investment Management & Portfolio Monitoring:

• Support the development and implementation of investment strategies aligned with business objectives.
• Monitor investment portfolios across relevant asset classes and assess performance against established benchmarks.
• Review investment opportunities and provide recommendations based on risk, return, liquidity, and market conditions.
• Monitor portfolio composition to ensure compliance with approved investment limits and guidelines.

Investment Analysis & Research:

• Conduct financial and market analysis to identify investment opportunities and emerging risks.
• Evaluate investment proposals, securities, and counterparties to support informed decision-making.
• Track economic, industry, and capital market developments that may impact portfolio performance.
• Prepare investment analysis and reports for management review.

Team Leadership:

• Lead, coach, and supervise members of the investment team.
• Assign responsibilities, monitor deliverables, and ensure timely completion of investment activities.
• Promote analytical excellence, accountability, and continuous improvement within the team.

Risk, Compliance & Reporting:

• Ensure investment activities comply with internal policies, regulatory requirements, and approved risk limits.
• Monitor investment risks and escalate significant exposures or deviations to management.
• Prepare periodic portfolio performance, investment, and market reports.
• Support investment committee meetings through relevant analysis, presentations, and recommendations.

Stakeholder Management:

• Collaborate with Finance, Actuarial, Risk, Treasury, and other relevant functions on investment-related matters.
• Maintain professional relationships with fund managers, financial institutions, investment advisers, and other market participants.

Requirements
Education:

• Bachelor's Degree in Finance, Economics, Accounting, Actuarial Science, Business Administration, Investment Management or a related discipline.
• A professional qualification such as CFA, CIS, ACCA, ICAN, or related certification is an added advantage.

Experience:

• 5–7 years of relevant experience in investment management, portfolio management, financial analysis, treasury, or a related investment function.
• Previous experience supervising or leading an investment team is preferred.
• Strong understanding of financial markets, investment products, portfolio management, and risk-return principles.
• Experience within the insurance, pension, asset management, banking, or broader financial services sector is preferred.

Technical Competencies:

• Investment Management
• Portfolio Management
• Financial & Investment Analysis
• Capital Markets
• Equity & Fixed Income Analysis
• Investment Risk Assessment
• Market Research
• Portfolio Performance Measurement
• Financial Modelling
• Investment Reporting
• Microsoft Excel
• Regulatory & Investment Compliance