Investment/Fund Sales & Investor Relations
Sthenic Finance & Advisory Ltd
Sales
Job Summary
We are seeking an Investment/Fund Sales & Investor Relations to join our team.
- Minimum Qualification : Degree
- Experience Level : Senior level
- Experience Length : 10 years
Job Description/Requirements
Responsibilities:
- Plan, process, follow up, and report on fund operations in compliance with fund agreements
- Preparation of investor statement of account
- Maintain & track statement of account for all loan clients
- Support preparation of monthly & quarterly investor report
- Support planning & execution of investor meetings
- Coordinate and document proceedings of all internal & external meetings & conferences
- Coordinate travel arrangements for the team and process expense reports
- Responsible for participation in general administrative duties (copying, filling, archiving)
Functions:
- Find, organize, and maintain roadshows, distributions, and investor engagement and closing.
- Investor relationship management.
- Prepare and maintain distribution and sales assets (Fund PPM, Pitches, Investors Deck, agreements, Dataroom, etc).
- Prepare and maintain a well classified Investors Database.
- Prepare and maintain investors' Periodic Reports (Monthly, quarterly annual reports, accounts, etc).
Requirements:
- BSc in accounting or other finance-related disciplines
- 10+ years’ experience in a similar role with a Big 4 accounting or a financial services/ retail investment management institution
- Proficient in Excel, Word, and PowerPoint
- CFA will be an added advantage and other relevant professional certification
- Minimum of 10 or more years’ experience dealing with investors and a strong track record of creating positive relations with the investor community 5+ years’ experience in managing an investor relations department.
- Strong understanding of SEC laws and securities disclosure requirements, as well as filing requirements.
- Strong analytical skills.
- Intimately familiar with financial modeling techniques and valuation methods used by analysts and investors.
- Strong in planning, organization, and project management.
- Social media savviness.
- Flexible: able to quickly judge situations and shift activities.
- Knows and understands confidentiality, price-sensitive, and disclosure regulatory requirements.
Soft Skills:
- Strong analytical and problem-solving skills
- Team Player, innovative, self-starter and enthusiastic.
- Exceptional attention to detail.
- Good communication, interpersonal, and presentation skills; should be able to communicate and engage with internal stakeholders and Executive Management.
- Self-motivated with a strong drive, and commitment to achieving agreed objectives.
- High attention to detail with strong organizational skills
- Good understanding of investment instruments
- Good knowledge of back-office operations e.g fund accounting
- Ability to work well under pressure, adapt to unexpected events, prioritize, and multi-task in a deadline-driven environment
- Requires excellent interpersonal and communication skills
- Working knowledge of general accounting operations & specific requirements for investment management companies such as IFRS9
- Prior experience in Financial Services support preferred
Remuneration: NGN 7.5 million - 10 million Gross Per Annum
Location: Ikoyi, Lagos
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