Alan & Grant Wealth Advisor Jobs in Nigeria
Alan & Grant Wealth Advisor Jobs in Nigeria
Job summary: The Position Holder is responsible for providing leadership to the investment management function of the company, through effective market analysis, portfolio management, and asset the company by collaborating with the Board of Directors, and the Executive Management Committee of the Holding Company to establish long-range goals, strategies, plans and policies.
He/ She is responsible for contributing to the formulation of investment strategies, product development and process improvement initiatives; maintain coverage of assigned research responsibilities;
Ensuring efficient trade execution, portfolio administration and transaction processing; supporting Primary Portfolio Managers and maintaining secondary responsibility for asset portfolio.
Duties & Responsibilities
Build advantageous relationships across the firm, as well as with key decision-makers in organizations in which the company either already has an existing relationship, or are in the organization’s client pipeline, in order to support the growth of the firm’s client-base and Assets Under Management (AUM), as well as its long-term business growth
The Position Holder is also required to sit on the executive, investment and mutual funds committees of the organisation
Active contribution to the development and implementation of strategies improve the portfolio management function
The Position Holder is also responsible for the implementation of agreed investment strategies and action plans and ensuring adherence to investment mandates and client profiles
Leads market research and analysis efforts into uncovering both global and local macroeconomic trends, extensive research into various financial instruments, and in-depth review of mostly publicly traded companies, in order to understand current trends, and forecast future performance, with the aim of applying this knowledge to managing the firms
Develop portfolio performance benchmarks and targets based on factual market information on an annual basis, or at any other frequency interval requested
Review proposals for investment in quoted equities, bonds, and money market securities.
Prepare funds management proposals to current and prospective clients
Produce and implement a manual of procedures and processes for all investment-related activities
Trade execution,
including compilation and dissemination of approved portfolio trade orders to counter-parties.
The Position Holder is also responsible for ensuring efficient and accurate posting of portfolio and transaction data
Review on a constant basis, the asset allocation of mutual funds to ensure compliance with the trust deeds
Responsible for driving and sustaining strategic people management practices that support the organization’s ability to achieve its corporate objectives through optimal talent resourcing, employee engagement, talent management, and people development
Requirements
Bachelor Degree from an accredited university. Master’s Degree in a related role will be an added advantage
Professional certification in finance and/ accounting from a recognised professional body (CFA, CGMA, ACCA,ICAN etc.)
Minimum of 9 - 12 years of work experience in similar role
Excellent Knowledge in Macroeconomic analysis and Financial Modelling
Good Financial & Market Research Analysis
Excellent Knowledge of Investment & Stakeholder Management
Business presentation & digitation skills
Good decision quality and problem-solving
skills
Good interpersonal and relationship management skills
How to Apply
For more information and job application details, see; Alan & Grant Wealth Advisor Jobs in Nigeria
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