Investment Officer (IO)

An Investment company is looking for a well-organized and analytical Investment officer (IO) to manage the company’s investment portfolio. The IO will identify business opportunities; secure investments that promote the financial interests of the organization; provide insight and direction; lead investment teams; complete all fund transactions and effectively maintain portfolio developments.

The successful candidate must possess a sound understanding of all investment policies and guidelines, demonstrate excellent communication skills (written and verbal) and maintain a strong professional work ethic. Main accountabilities and Job responsibilities are as outlined below.

Main Accountabilities:

  • Create effective and efficient Investment Processes
  • Make Investment Recommendations
  • Allocate Assets
  • Secure Third-Party Services
  • Build Teams

Job Responsibilities:

Operations

  • Establish effective and well-organized investment processes.
  • Lead the investment strategy unit within the company.
  • Manage investments for the company and its investee companies
  • Provide expert knowledge on all investment and financial activities for projects, and manage project portfolio
  • Write clear and well-informed investment recommendations based on thorough research and analysis.
  • Analyze all client requirements and determine appropriate investment strategies for the organization
  • Review quarterly financial statements and remain up-to-date with any important valuation or policy changes.
  • Perform regular administration duties for all investment files.
  • Provide an interface with Investment Committee and recommend new changes to existing investment policies and submit to management for approval.
  • Hire and train all employees in investment activities, evaluate performance and resolve all issues within the investment team.
  • Achieve annual investment targets

Reporting

  • Organize regular investment portfolio reports and performance reviews, including quantitative and qualitative portfolio studies, and prepare a required report for management in accordance with company policies.
  • Prepare and submit all client reports to clients and management as per requirement.
  • Prepare weekly, monthly and annual reports for management as required.

Business Development

  • Build new client relationships and help manage and uphold current client relationships.
  • Develop and maintain knowledge on all market securities plans and manage all portfolio management products.

Requirements/Core Skills:

  • A degree in finance or a relevant field from an accredited institution.
  • Certification as a Chartered Financial Analyst (CFA) will be an added advantage
  • A minimum of 5-8 years related work experience.
  • A minimum of 3 to 4 years in a leadership/supervisory role with strong experience leading, supervising and motivating a team of investment professionals.
  • Strategic thinker and proficient in decision-making.
  • Strong knowledge of return generation strategies
  • Strong knowledge of all asset classes
  • Strong knowledge of various investment products
  • Excellent verbal and written communication
  • Excellent leadership skills
  • Ability to juggle multiple projects
  • Ability to communicate effectively and in a professional manner.

 

Reporting Line: This position reports to the MD/CEO

 

Share this job

Stay in Touch!

Sign-up to get the Latest Updates, Insights and Job Openings delivered to your Mailbox

Get Social

Connect with us Socially

Disclaimer!

LEAD ESC LIMITED will never ask applicants to pay any fee or otherwise. As an equal opportunity employer and employment agency, we will not discriminate on the basis of gender, age or race. We thank all applicants for their interest but ONLY candidates under consideration will be contacted directly for further evaluation.