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Portfolio Manager at DLM Capital Group (On-Site)

Full Time | Senior Role | Nigeria

Job Posting

Trendy Campus Job Post
  Staff Strength: 1 - 5 Staffs

Description

Are you a skilled financial professional with a passion for managing portfolios and maximizing returns?

We are seeking an experienced Portfolio Manager to join our team.

In this role, you will play a vital part in actively managing funds, ensuring compliance, and driving business growth through strategic investment decisions.

Qualifications

  • A Bachelor’s Degree in Finance, Social Sciences, or a related field.
  • CFA (Chartered Financial Analyst) certification is an added advantage.
  • Minimum of 5 years post-NYSC experience in portfolio management, preferably within insurance companies, asset management firms, or pension funds.
  • Strong understanding of financial markets, asset management, and investment strategies.
  • Proven ability to conduct thorough financial research and analysis.
  • Excellent communication, presentation, and interpersonal skills.
  • Strong attention to detail, with the ability to comply with regulatory requirements.
  • Ability to work effectively with cross-functional teams to meet business objectives.

Responsibilities

  • Actively manage all mutual funds within DLM Asset Management to meet or exceed targeted benchmarks.
  • Oversee the management of the High-Income Investment Portfolio (HIIP) to achieve a minimum margin of 3.5%.
  • Manage private portfolio assets and liabilities to minimize asset/liability mismatch and reduce ALM risk.
  • Identify and leverage market opportunities, demonstrating a minimum of N100m contributions from these opportunities.
  • Ensure the proper administration of all mutual funds, HIIP, and private portfolios.
  • Prepare investment justification memos for approval by the MD across various funds and investments.
  • Monitor investment performance to meet agreed benchmarks and rebalance portfolios to maintain asset allocation limits.
  • Conduct in-depth fundamental and technical research, providing relevant investment recommendations.
  • Deliver regular presentations on the economy, market trends, portfolio performance, and outlook to executive management, the Board of Trustees, and other stakeholders.
  • Collaborate with the business development team to manage client relationships and achieve business objectives.
  • Prepare investment teasers and monthly fact sheets, as well as other required investment reports.
  • Ensure full compliance with trust deeds and SEC regulations in managing funds.
  • Manage portfolio risks (liquidity, interest rate, price, market) and ensure all portfolios maintain an investment-grade rating (minimum of A).
  • Execute trades promptly and efficiently, avoiding any delays that may result in income loss.
  • Negotiate and minimize transaction costs to improve overall profitability.

Benefits

  • Method of Application
  • Interested and qualified? Go to DLM Capital Group on docs.google.com to apply
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 Posted: 11/6/2024