Portfolio Manager at Anchoria Investment and Securities Limited

Portfolio Manager at Anchoria Investment and Securities Limited

Job Features

Job FieldFinance / Accounting / Audit
Job TypeFull-Time
EducationBA/BSc/HND
LocationLagos State
Experience5 - 7 years

Location: Marina – Lagos

Key Responsibilities

  • Generate investment guidelines specific to client risk tolerances and goals.
  • Responsible for strategic asset allocation for the clients’ in line with their objectives and constraints.
  • Champion the firm’s portfolio rebalancing software and investment models.
  • Responsible for driving at least 50% sales of the mutual funds in addition to cross selling group products.
  • Responsible for the investment management unit and training of younger colleagues.
  • Ensure that investments align with Trust Deed and update customers of policy changes affecting the funds on a periodic basis.
  • Ensure proactive customer service by keeping our clients’ up to date on any important changes to their account on an ongoing basis.
  • Ensure that our fee structure is competitive and transparent.
  • Actively participate in the investment committee and manage projects spin-off from the investment committee
  • Educate Business Managers and team members on the product and the target market for the product.
  • Provide Support to Business Unit Heads by attending meetings and giving presentations for prospective clients’
  • Perform other functions assigned by line manager towards achieving the departmental as well as organizational goals.

Experience and Qualifications

  • Bachelor’s Degree in Social Sciences from a university
  • 5 – 7 years industry experience
  • CFA designation and/or five years of portfolio management experience
  • Proficiency in Microsoft Word, Excel, PowerPoint
  • Experience with High Net Worth clients and appropriate investment strategies.

Required Competencies:

  • Excellent written and oral communication skills.
  • Ability to work in a fast-paced environment and successfully perform with multiple priorities.
  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility.
  • Ability to multitask and manage time effectively
  • Strong numerical and analytical skills.
  • Excellent use of Microsoft Office Applications.
  • Willingness to take on additional operational responsibilities as needed.
  • Self-motivated, confident, detailed-oriented, and analytical

Method of Application

Interested and qualified candidates should send their Resume to: [email protected] using “Portfolio Manager” as the subject of the mail.

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