Senior Portfolio Manager at Afrinvest West Africa Limited – Apply Now

About the job

• We are seeking an analytical Portfolio Manager to join our asset management team. 
• This role involves developing and implementing investment strategies, managing client portfolios, and conducting in-depth financial research. 
• The ideal candidate will possess a strong understanding of financial markets, excellent analytical skills, and a passion for delivering exceptional client outcomes.

Job Details

• Implementation of investment strategies for various fund assets and client portfolios.
• Conducting thorough research on investment opportunities to define risk-and-return profiles and support investment decisions.
• Assembling financial models to value debt and equity, and applying these models in investment and financial planning decisions.
• Preparing detailed investment recommendations and reports for review and approval by senior management and clients.
• Monitoring existing external investment managers and their performance, including material differences versus benchmarks.
• Performing due diligence on prospective new managers and recommending them for the portfolio.
• Assisting in the preparation of quarterly reports and letters to clients, and managing client interactions and communications.
• Supporting the day-to-day asset trading on behalf of the fund’s investors.
• Identifying, managing, and proposing resolutions for systemic cross-work risks, issues, and interdependency conflicts within portfolios.
• Participating in the administration of team portfolios on an ongoing basis, resolving issues, and disseminating information to partners.
• Conducting financial analysis, calculating financial covenants and yields, performing industry analysis, and preparing financing memorandums.
• Analyzing complex companies and industries, conducting credit analysis, and assigning credit ratings for portfolios.
• Reviewing and evaluating key partnership terms and documents, and conducting due diligence on offering memorandums and subscription documents.
• Contributing to the development and execution of planning in partnership with enterprise integrated planning and respective Project Management Offices (PMOs)

Requirements

• Bachelor’s Degree in business, finance, economics, or a similar field is required. 
• Minimum of 5 years of portfolio management experience, or commercial banking portfolio management experience.
• Familiarity with financial modeling and comprehensive knowledge of topics related to financial planning.
• In-depth understanding of the securities industry, including investment and insurance products and services.
• Knowledge of risk management principles and portfolio construction and adjustment techniques.
• Proficient experience in change management methodologies.
• Experience using data reporting with a strong ability to translate complex data into actionable insights for business partners.
• Working knowledge of credit products lifecycle, especially commercial loan products.
• Strong knowledge of GAAP Accounting / International Financial Reporting Standards and ratio analysis, cash flow, and trend analysis.
• Ability to read and analyze financial statements, and to handle subjectivity in financial analysis.
• The Chartered Financial Analyst (CFA) designation or Certified Financial Planner (CFP) certification is an added advantage.
• Ability to work in a fast-paced environment and manage time effectively across multiple projects simultaneously.
• Excellent communication, networking, and interpersonal skills for client interactions and internal collaboration.