Portfolio Manager

JOB DESCRIPTION

ABOUT ZEDCREST

Zedcrest Wealth provides digital investment and wealth management solutions to Individuals, Businesses,
Institutions and Family Offices.
Job Title: Portfolio Manager
Unit: Research and Portfolio Management
Reports to: Head, Research and Portfolio Management
Job Summary
The Portfolio Manager will assess our clients’ risk tolerance and perform significant market research to develop
portfolios that maximize their financial gains. This role will involve the active management of the group’s
mutual fund that will be balanced on a regular basis in line with the investment charter.
A solid understanding of fixed income and equities markets, the asset management industry, and experience
related to client service and/or portfolio management is required. The Portfolio Manager will be accountable for
meeting a wide array of client needs and partnering with internal and external stakeholders to represent the
investment team.
Responsibilities
• Craft investment packages and manage client expectations and transactions to achieve our clients’ overall
objectives.
• Responsible for managing fixed income strategies across separately managed accounts and commingled
vehicles, including mutual funds.
• Manage equity portfolios to maximize investment returns, while maintaining acceptable levels of risk based
on management’s expectation.
• Write periodic market commentary for internal and external dissemination.
• Communicate with management about portfolio performance, market conditions and economic trends.
• Provide advice and guidance for investment opportunities in the global equities market.
• Perform comprehensive daily market research to maintain familiarity with current industry trends and
technologies.
• Perform comprehensive daily market research to maintain familiarity with current industry trends and
technologies.
• Conducting market and economic research to inform investment decisions.

65 Karimu Kotun Street, Victoria Island, Lagos
• Responsible for performance, oversight, and reporting for selected investment strategies on the Fixed
income portfolio.
• Determine mix of assets and investments that are consistent with strategy mandates.
• Analyze alternative investment and risk scenarios (e.g., relative value, overall investment return, interplay of
various asset classes, and comparative return of different markets).
• Communicate strategic shifts and changes in the marketplace to clients and internal customers.
• Trade implementation and strategic rebalancing for new and existing client accounts.
• Manage one or more mutual funds and/or an assigned group of core investment portfolios.
• Develop and maintain a rigorous risk framework ensuring continuity with strategy directives, understanding
of factor exposures, control of downside deviation and risk/reward methodologies.
• Communicate to clients about current market conditions, investment alternatives, asset allocation and
portfolio results.
• Attend client meetings and committee meetings as appropriate.
• Write periodic market commentary for internal and external dissemination.
• Accurately complete various compliance related reporting in a timely manner.
Requirement
• Bachelor’s degree in Business, Economics, or Finance.
• Professional certification as a Chartered Financial Analyst (CFA), or similar qualification (ACS, ACA e.t.c), will
be desirable.
• A minimum of 4 years’ professional portfolio management experience.
• Ability to conduct extensive data research and handle large datasets.
• Self-motivated, independent and resourceful.
• High level of curiosity, sense of ownership and accountability.
• Excellent analytical skills and research techniques.
• Highly organized and detail-oriented with proven ability to multi-task.
• Capable of communicating and expressing ideas clearly & concisely, in both written & oral formats.
• Capable of being objective and giving/taking constructive feedback.
• Must be able to operate in an autonomous and entrepreneurial environment.
• Ability to organize complex objectives into individual related tasks and measurable deliverable.