Head, Investment and Research Management Job at Maurice Xandra Solutions Limited

Maurice Xandra Solutions Limited is a management consulting company that renders quality services in Human Resource, Management and Process improvement. MXS Limited was set up to provide high quality, up to date training, team management and process improvement services for its clients.

We are recruiting to fill the position below:

Job Position: Head, Investment and Research Management

Job Location: Lagos

Job Summary

• To provide leadership to the Company’s investment, research & portfolio management function, which encompasses investment research, portfolio strategy, construction and management.
• To identify and evaluate investment opportunities across different asset classes, develop suitable investment strategies in accordance with investment objectives and manage investment portfolios for mutual funds, high net worth and institutional clients.

Key Responsibilities

• Lead the process of undertaking independent research of investment opportunities across multiple asset classes and analysis covering both global and local macroeconomic trends.
• Prepare and oversee the production of research reports/presentations, reflecting outcome of independent research/analysis.
• Develop financial models and projections to support investment decision-making.
• Prepare investment policy statements for all investment portfolios managed by the Company.
• Work with business development executives to prepare investment management proposals for current and prospective clients.
• Collaborate with investment officers, operations officers, compliance and other relevant internal parties to coordinate trading and management of portfolios.
• Actively contribute to the development and implementation of strategies geared towards the attainment of stated investment objectives of portfolios.
• Implement agreed and approved portfolio strategy for investment portfolios.
• Regularly monitor and review the investment portfolios against the investment objectives and mandates.
• Regularly meet with clients to discuss clients’ portfolios including portfolio strategy and outlook.

Qualifications, Experience and Attributes

• Undergraduate Degree in Accounting, Finance, Economics or related field with a strong academic record.
• A minimum of Eight (8) years of work experience in a similar role, with at least 4 years in a lead position
• Professional certification(s) in Finance and/or Accounting from recognized professional bodies (e.g. CFA, ACA, ACCA,)
• Deep knowledge of and interest in the Financial Markets, as well as strong business and financial acumen.
• Strong quantitative and qualitative analysis skills.
• Proven leadership, negotiating and influencing skills.
• Strong oral and written communication skills.
• Excellent networking skills, particularly relationship-building and interpersonal skills.
• Strong results orientation and high attention to details.
• Accountability and a demonstrable sense of personal responsibility and ownership mentality.
• High ethical standards and level of integrity.

Method of Application
Interested and qualified candidates should send their CV to: hr@mauricexandra.com using the Job Position as the subject of the email.