Investment Executive

Responsibilities:

Investment Management:

• Assist in managing and monitoring the company's investment portfolio across approved asset classes (fixed-income, equities, and money-market instruments).
• Evaluate investment opportunities based on expected returns, liquidity, risk, and duration to optimize portfolio performance.
• Maintain accurate, up-to-date investment records and support the execution of approved transactions.

Investment Analysis & Research:

• Monitor economic indicators, interest rates, inflation, and capital-market developments affecting the portfolio.
• Prepare investment appraisal papers, credit analyses, and actionable recommendations for management consideration.
• Conduct financial analysis of issuers and counterparties to track developments affecting existing holdings.

Portfolio Monitoring & Risk Management:

• Monitor investments against approved asset-allocation limits, liquidity requirements, and internal risk guidelines.
• Identify and escalate potential market, credit, liquidity, and concentration risks promptly.
• Support periodic portfolio reviews and asset-liability risk assessments.

Regulatory & Compliance Responsibilities:

• Ensure all investment activities strictly comply with applicable insurance laws and statutory investment guidelines.
• Prepare required regulatory investment returns and supply supporting documentation for internal and external audits.
• Maintain complete documentation trails for all portfolio transactions and mandates.

Reporting & Performance Management:

• Prepare daily, weekly, monthly, and quarterly portfolio valuation, income, and yield performance reports.
• Reconcile investment schedules with accounting records, bank accounts, and custodian reports.
• Track interest receipts, dividends, maturities, and investment cash flows.

Stakeholder & Relationship Management:

• Maintain professional relationships with banks, asset managers, brokers, custodians, and regulators.
• Coordinate internally with Finance, Treasury, Risk, and Actuarial departments on transaction settlements and cash flow tracking.
• Portfolio Return: Achievement of target portfolio yield and benchmark returns.

Requirements:

• Education: B.Sc. in Finance, Economics, Accounting, or a related discipline.
• Professional Certifications: CFA, CIS, ICAN, or ACCA qualifications (or in-view) are an added advantage.
• Experience: 2–5 years of experience in investment management, treasury, asset management, or corporate finance (insurance or financial services sector preferred).
• Technical Competencies: Strong command of fixed-income and money-market instruments, financial modeling, portfolio risk analysis, advanced MS Excel, and Nigerian capital market regulations.
• Core Attributes: Sharp analytical skills, high integrity, precision, and strong stakeholder management capabilities.

Key Performance Indicators:

• Reporting Accuracy: 100% timely and accurate delivery of statutory and internal investment reports.
• Compliance Integrity: Zero breaches of regulatory investment limits or internal policy guidelines.
• Reconciliation Efficiency: Timely settlement and error-free reconciliation of all investment cash flows.