Portfolio Manager

Develop effective investment strategies and determine the best opportunities for managing clients’ (both retail, unit schemes, and institutional) portfolios with the aim of generating superior returns on investment.

Job Responsibilities

  • Report to the Managing Director, and have primary responsibility for driving the strategic objectives of the organization in accordance with set policies and within the regulatory framework
  • Develop, implement and monitor business strategies, roadmaps, organizational structure, policies.
  • Instill the organizational culture, values, and behavior.
  • Build and motivate high performance, innovative, and results-driven product development.
  • Oversee the company’s product development and portfolio management activities.
  • Prospect for new clients and manage existing relationships
  • Meet with clients to determine their investment goals.
  • Consult with and assist clients in developing tailor-made portfolios to meet their investment objectives
  • Provide advice and guidance to clients on best investment opportunities and strategies
  • Monitor client investments and maintain proper records of all portfolio activities
  • Keep clients up to date on the state of their portfolios, market conditions, and economic trends
  • Create reports on investment performance and activities
  • Apply knowledge of the market and economic trends to clients’ portfolios, suggesting changes or adjustments accordingly
  • Determine acceptable risk levels for clients based on time frames, risk preferences, return expectations, and market conditions
  • Work together with investment research teams to identify investment opportunities
  • Coordinate/attend investment committee meetings
  • Ensure Company compliance with all relevant investment & financial regulations
  • Prepare and deliver presentations on the subject matter of concern e.g. client portfolios, market, and economic trends, etc.
  • Stay up to date with relevant investment and trading news, and economic trends.

Job Requirements

  • BSc with excellent academic credentials.
  • Must be a current Sponsored Individual with the Securities and Exchange Commission Nigeria
  • Minimum of 5 years of business experience with active participation in the financial markets.
  • An excellent business development, strategic planning, and execution skills.
  • Must be a team player, possessing good communication and motivating skills.
  • Must have a good understanding of the dynamics of Investments and Risk Management.
  • Proficient in various financial management software, such as Simplex, Symplus, Bloomberg Terminal, etc.
  • Must have a good understanding of the dynamics of Investments and Risk Management.
  • A person of high integrity.
  • Excellent Written and Communication Skills.
  • Working knowledge of Primary and Secondary Market activities.
  • Good excel and PowerPoint presentation skills

How To Apply

Interested and Qualified Doctor should forward their CVs to recruitment@citrinepurple.com using the job title as the subject of the mail.

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