Head, Research and Strategy at the People Practice

The People Practice – Our client, a wealth management firm that provides advisory, brokerage, fund management and other investment services to a range of clients, is recruiting to fill the position below:

Job Title: Head, Research and Strategy

Location: Ikoyi, Lagos
Employment Type: Full-time

Summary

Our client is looking to hire a Head, Research and Strategy who will be responsible for guiding the investment research function, providing strategic direction into researching and analyzing broad macro-economic trends and financial markets from a global and local perspective with the aim to providing actionable to information for Investment decisions.

Primary Responsibilities
The responsibilities of this role will be broad and include:

Provide overall strategic direction to the research associates and analysts
Assist with providing relevant quantitative and qualitative research information to the Investment Committee.
Build tactical model asset allocations.
Analyze and produce periodic reports and updates on quoted and unquoted companies
Maintain an extensive coverage list of companies and monitor of all developments on those companies.
Review and interpret cash flow statements, income statements and balance sheets on publicly traded domestic and foreign companies.
Calculate financial ratios and perform exchange rate calculations.
Develop key industry themes and company due diligence working with research team.
Provide fundamental research on industry and individual company and help generate timely and accurate investment recommendations.
Develop financial models to accurately reflect companies’ overall performance and valuation to help make guide investment decisions.
Supervise performance of respective company’s part of portfolio and provide timely updates on individual companies.
Support research and periodical publication activities.
Develop, update, and evaluate basic and advanced company valuation models.
Develop, maintain, and analyze generic and specific company, industry, and market overviews.
Track information from sell-side research sources and assist to build a database of consensus estimates at the macro and security level.
Build our machine learning based fixed income analytical platform and research bouquet.
Assist to publish research and retail friendly pieces for client consumption across several channels (email, newsletters, social media).
Represent the firm in the media and at special client events.
Provide advisory services to select HNI clients.

Minimum Qualifications

Bachelor’s Degree in Finance, Economics, Business Administration or Accounting, or other business-related disciplines.
7 years+ relevant work experience in an investment company
A chartered member of CFA or Level 1 (Minimum) is an added advantage.

Desired Knowledge, Skills and Attributes:

Candidates with previous experience in an investment company are preferred
Excellent use of investment analysis software e.g., Capital IQ, Bloomberg, Infoware etc.
Exposed to Macroeconomics, Econometrics, Financial Modeling, Performance Analytics, Risk Management, Portfolio Construction, Reporting, Performance Attribution, etc.
Excellent quantitative and qualitative analytical skills.
Solid understanding of financial set-up, procedures, statistics, and economics.
High level of emotional intelligence.
Excellent interpersonal skills.
Possess good Industry Knowledge.
Effective written and verbal communication skills.
Client Orientation
Excellent Problem-Solving Skills
Possess strong attention to detail.
Constructively helps and coaches’ others in their professional development.
Driven & Goal Oriented. Exhibits a “can-do” approach and inspires others to excel.
Develops and maintains team spirit.
Establishes and maintains high standards and measures.
Encourages and promotes high standards through example.
Well Read and Excellent Business Writing
Constructively helps and coaches’ others in their professional development.
Exhibits a “can-do” approach and inspires others to excel.
Develops and maintains team spirit.
Encourages and promotes high standards through example.
Considers excellence a fundamental priority and instills this attribute in other team members.
Conscientiously assign performance goals, offer year-round performance feedback, and conduct timely performance discussions and reviews.
Align people, work, and systems with the business strategy
Ability to establish and maintain strong relationships with existing and new clients.