in

Job: Senior Investment Analyst at First Ally

Job: Senior Investment Analyst at First Ally

Our company is looking for a Senior Investment Analyst to provide leadership and direction required to analyze, recommend and develop innovative financial solutions to meet clients’ short, medium and long-term investment needs as well as execution of our proprietary transactions and ensuring that these solutions are delivered speedily and professionally.

Responsibilities

  • Maintain and manage company relationships i.e. liaising with third parties such as the Custodian, Registrar, Banks and Trustee e.t.c
  • Maintenance of compliance filings and records for e, g, K-Y-C documents and other documents.
  • Evaluate financial and investment information for the purpose of making buy, sell and hold investment recommendations
  • Communicate investment strategy, initiatives, performance, and other appropriate matters to the team and clients.
  • Ensure proper execution of operational activities with regards to investing
  • Execution of Treasury bills and Eurobond transactions.
  • Monitor asset allocation and implement re-balancing actions in accordance with the unit policy.
  • Review and monitor investment performances across all FAAM products
  • Make informed recommendations on new investment opportunities and funds that could enhance or diversify portfolios
  • Liaising with the custodian and several counterparties for effective settlement of trades, funds transfer and timely payment of coupons.
  • Daily upload of HYIS transactions and End of Day Valuation on Symplus
  • Implementation of new processes and procedures as may be required by regulations.
  • Work cross functionally with distribution, Operations, client Service and other stakeholders to create innovative product solutions/models and build best in class client experience, service and support.
  • Regulatory filings, requests and inquiries – review and provide input to all Fund-related regulatory filings, participate in efforts to respond to regulatory requests and inquiries related to the Funds (SEC Returns)
  • Ensure the company’s mission, vision and philosophy are pertinent and   practiced through the company.
  • Making cases and justifications for investment decisions.
  • Engage in human capital development by providing training to members when the need arises.
  • Provide any other function as may be required from time to time.

Skills / Competence Requirement

  • Excellent product development and management skills
  • Excellent customer relationship development/management
  • Financial Markets Knowledge and Analysis
  • Financial Analysis./Business accountability
  • Credit Risk Management/Credit Analysis
  • Industry Knowledge
  • Legal Statutes & Banking Regulations/Compliance Management
  • Results/Action Orientation
  • Presentation Skills
  • Ability to manage multiple tasks
  • Financial Planning/Budgeting & Forecasting
  • People Management
  • Leadership
  • Developing subordinates
  • Conflict management
  • Organization & coordination
  • General managerial / administration
  • Inter-Personal Skills
  • Communication Skills

Qualification

  • B.Sc. Economics Second Class Upper 
  • Passed CFA Level 1
  • CFA level 2 – In view
  • Minimum of 3 year’s relevant experience


Click Here To Apply

Written by Admin

UK: Obituary to Vic Emery OBE published

UK: Obituary to Vic Emery OBE published

Job: Security Manager at Seflam SGL Ltd

Job: Security Manager at Seflam SGL Ltd