Senior Investment Analyst
SENCE Limited
Accounting, Auditing & Finance
Job Summary
The Senior Investment Analyst is responsible for managing and optimizing the investment portfolio of the organisation. This includes conducting in-depth market and financial analysis, developing investment strategies and ensuring the portfolio aligns with the company’s objectives and regulatory requirements. The role requires a strong understanding of the financial markets, asset allocation and risk management to drive superior returns while maintaining the highest standards of governance.
- Minimum Qualification : Degree
- Experience Level : Senior level
- Experience Length : 6 years
Job Description/Requirements
Responsibilities:
- Oversee the
investment portfolio, ensuring optimal asset allocation and performance.
- Monitor and
evaluate portfolio performance, providing actionable recommendations for
improvement.
- Ensure
investments comply with regulatory and fiduciary obligations.
- Conduct
thorough research on financial instruments, market trends, and economic
conditions to identify profitable investment opportunities.
- Analyze
financial statements, industry data, and market reports to assess
potential investments.
- Develop and
present detailed investment proposals to the investment committee or
management.
- Develop and
implement medium- to long-term investment strategies aligned with the
company’s goals.
- Monitor
macroeconomic indicators and geopolitical events to anticipate market
shifts and adjust strategies accordingly.
- Assess and
manage investment risks to ensure the portfolio remains resilient against
market volatility.
- Develop
risk mitigation strategies and ensure compliance with the company’s risk
management framework.
- Collaborate
with internal and external stakeholders, including fund managers,
analysts, and regulatory bodies, to ensure effective management of the
portfolio.
- Prepare and
present periodic investment reports and updates to senior management and
the board.
- Stay
abreast of industry trends, regulatory changes, and innovations in
investment practices.
- Contribute
to the development and improvement of investment policies, processes, and tools.
Requirements:
- Strong
analytical and quantitative skills
- Expertise
in financial modelling and valuation techniques
- Excellent
decision-making and problem-solving abilities
- Effective
communication and presentation skills
- Exceptional
interpersonal and relationship management skills
- High level
of integrity and accountability
- Ability to conduct in-depth research and analysis of financial instruments, market trends, and economic conditions.
- Bachelor’s
degree in finance, Economics, Accounting, or a related field (Master’s degree is
an advantage).
- Professional certifications such as CFA, ICAN, ACCA or equivalent are highly preferred.
- Minimum of 6 – 10 years of experience in investment analysis, portfolio management or a similar role in the financial services industry.
- Proven track record of managing investments and delivering superior portfolio performance.
- Proficiency in financial software and tools and portfolio management systems.
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