Portfolio Manager at Anchoria Asset Management Limited

Anchoria Asset Management Limited is a specialist provider of active investment products and services to institutional and individual investors. Our investment products focus on capital preservation while providing income and asset class diversification.

We leverage the experience and financial strength of our core investors, VFD Group and Anchoria Investment & Securities, market position and intelligence of Nigerian financial, forex & real asset markets. This allows us focus on our clients’ best interests to build upon solid investment and risk management processes.

We are recruiting to fill the position of:

Job Title: Portfolio Manager

Location: Marina, Lagos

Job Objective

The Portfolio Manager is responsible for investing in medium-long term investments for our clients’ to achieve long term growth, capital appreciation and current income from a well diversified portfolio.
The Portfolio Manager constantly seeks to outperform the Index.

Key Responsibilities

Generate investment guidelines specific to client risk tolerances and goals.
Responsible for strategic asset allocation for the clients’ in line with their objectives and constraints.
Champion the firm’s portfolio rebalancing software and investment model.
Responsible for driving at least 50% sales of the mutual funds in addition to cross selling group products.
Responsible for the investment management unit and training of younger colleagues.
Ensure that investments align with Trust Deed and update customers of policy changes affecting the funds on a periodic basis.
Ensure pro active customer service by keeping our clients’ up to date on any important changes to their account on an ongoing basis.
Ensure that our fee structure is competitive and transparent.
Actively participate in investment committee and manage projects spin off from the investment committee.
Complete Special projects as needed.

Qualifications

Bachelor’s Degree in Social Sciences from a university.
CFA designation and / or five years of portfolio management experience.
5-7 years industry experience.
Proficiency in Microsoft Word, Excel, PowerPoint.
Experience with High Net Worth and clients and appropriate investment strategies.