Grade: Trainee - Investment analyst

Job Summary

To assist existing and prospective clients with investment decisions and management of the investment portfolios while contributing to firm income generation efforts.

  • Minimum Qualification: Degree
  • Experience Level: Entry level
  • Experience Length: No Experience/Less than 1 year

Job Description


Job Background:

The role of investment adviser will report to a team leader who reports in turn to the head of

relationship management. The position is based in the securities trading division which interfaces

with the equities, fixed income and foreign exchange markets.


Job Responsibilities:

Managing client relationships and prospecting for new clients

Reporting on client portfolios and providing advice on portfolio optimization strategies

Contributing to marketing strategy formation and implementation

Liaising with back office and middle office to ensure client requests and need are being efficiently and effectively met.


Job Development Value:

Candidates can look forward to rapid promotion and rotation within the group 


Required Skills:

Ability to understand the business model and understand the potential impact of change.

Good numerate and analytical skills.

Excellent verbal and written communication skills.

Experience in sales and marketing at any level

Creativity and innovation

Flexibility and ability to work under pressure.

Good planning and effective workflow management to meet deadlines.

Experience in use of Microsoft excel, word and PowerPoint

Required Qualifications:

Minimum of 2nd class degree in economics/ finance related subjects or social science / science

degree with at least professional stage in accounting, banking or stock broking professional exams.

 

Required Competencies: Analytical, Strong communication skills, Initiative and Adaptability

Experience: 0 – 2 Years post NYSC in financial services, consulting or other well structured

organisation.

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