Fund/Portfolio Manager
Sigma Consulting Group
- Minimum Qualification :
Job Description/Requirements
Location: Lekki, Lagos
Salary: 600,000
Experience Required: Minimum 5 years
Job Summary:
The Fund/Portfolio Manager is responsible for managing investment portfolios, including selecting and managing assets to achieve clients' financial objectives. This role involves analyzing financial data, assessing investment opportunities, and making informed decisions to optimize portfolio performance while adhering to regulatory requirements and the company's investment strategies.
Job Responsibility
Portfolio Management:
- Develop and implement investment strategies for individual and institutional clients, aiming to maximize returns within the client's risk tolerance.
- Monitor and adjust portfolios in response to market conditions, economic trends, and changes in clients' objectives.
- Conduct regular portfolio reviews and rebalancing to maintain alignment with clients' goals and market developments.
- Analyze financial statements, market trends, and economic indicators to identify potential investment opportunities.
- Conduct due diligence on assets, including stocks, bonds, mutual funds, real estate, and other investment vehicles.
- Stay informed of developments in global financial markets and industry trends.
- Work closely with clients to understand their financial goals, risk tolerance, and investment preferences.
- Provide regular updates and reports to clients, explaining portfolio performance and any change made.
- Strong understanding of accounting principles and financial regulations.
- Experience with investment accounting and financial analysis. Confidential Job Specification
- Ability to analyze complex financial data and provide actionable insights.
- High level of accuracy in financial reporting and record-keeping.
- Strong organizational skills to manage multiple tasks and deadlines
Excellent verbal and written communication skills to convey financial information clearly.
- Ability to collaborate effectively with cross-functional teams.
- Ethics and Integrity:
- Demonstrated commitment to ethical standards and financial integrity.
- Ability to handle sensitive financial information with confidentiality.
- bachelors degree in finance, Economics, Business Administration, or related field. MBA or masters degree in finance or related field is preferred.
- Experience: Minimum of 5 years of experience in portfolio/fund management, investment analysis, or related fields.
- Must be registered with the Securities and Exchange Commission (SEC) as fund and portfolio manager.
- Proven track record of managing investment portfolios and achieving consistent performance results in an Asset management firm.
- Strong analytical skills with the ability to interpret complex financial data and market trends.
- In-depth knowledge of various asset classes, including equities, fixed income, and alternative investments.
- Excellent communication and presentation skills, with the ability to convey complex information to clients and stakeholders.
- Strong attention to detail and ability to work under pressure in a fast-paced environment.
- Proficiency in financial modeling, portfolio management software, and other relevant tools.
- Proficient in Microsoft Excel, PowerPoint, and Work
Interested and qualified candidates should send their CV to hiring@mysigma.io
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