Portfolio Manager at Anchoria Asset Management Limited


Anchoria Asset Management Limited is a specialist provider of active investment products and services to institutional and individual investors. Our investment products focus on capital preservation while providing income and asset class diversification. We leverage the experience and financial strength of our core investors, VFD Group and Anchoria Investment & Securities, market position and intelligence of Nigerian financial, forex & real asset markets. This allows us focus on our clients’ best interests to build upon solid investment and risk management processes.
We are recruiting to fill the position below:     Job Title: Portfolio Manager Location: Lagos
Purpose of the Job
  • The Portfolio Manager is responsible for investing in medium-long term investments for our clients’ to achieve long term growth, capital appreciation and current income from a well diversified portfolio
  • The Portfolio Manager constantly seeks to outperform the Index.
Key Responsibilities Clients:
  • Ensure that investments align with Trust Deed and update customers of policy changes affecting the funds on a periodic basis
  • Ensure pro active 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 investment committee and manage projects spin off from the investment committee
  • Complete Special projects as needed.
  • 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
Business Units:
  • 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’
Qualifications
  • 5-7 years industry experience
  • Proficiency in Microsoft Word, Excel, PowerPoint
  • Experience with High Net Worth and clients and appropriate investment strategies.
  • Bachelor's Degree in Social Sciences from a university
  • CFA designation and / or five years of portfolio management experience
Desired Skills and Experience:
  • Strong numerical and analytical skills
  • Excellent use of Microsoft Office Applications
  • Willingness to take on additional operational responsibilities as needed
  • Self‐motivated, confident, detail‐oriented, and analytical.
  • Excellent written and oral communication skills
  • Client first attitude, professional demeanor, personal integrity and an understanding of fiduciary responsibility
  • Ability to multi‐task and manage time effectively
Salary and Benefits
  • Health Medical Insurance and pension.
  • Pay / benefits are competitive based on industry standards
  • Bonus eligible
 
How to Apply Interested and qualified candidates should send their CV to: [email protected] using "Portfolio Manager" as the subject of the email. Application Deadline 12th February, 2020.