Portfolio Manager at First Ally Capital

First Ally Capital is a licensed Issuing House and Financial Advisory firm established in May 2014. With a strong capital base and an experienced leadership team, we have successfully executed major financial transactions across Nigeria’s evolving financial services industry.

Our expertise spans capital raising, bond issuance, mergers and acquisitions, project advisory, and corporate restructuring. At First Ally, we are committed to delivering innovative and professional financial solutions that drive value for our clients.

Job Details

Position: Portfolio Manager
Employment Type: Full-time, Onsite
Experience Level: 5 – 7 years
Location: Lagos, Nigeria
Reports To: Head, Portfolio Management & Trading
Qualification: Bachelor’s Degree (Master’s degree preferred)
Job Field: Finance, Accounting, Investment, Administration

Role Overview

The Portfolio Manager will provide leadership in developing and executing innovative investment strategies that align with clients’ financial goals. This role involves analyzing market trends, managing client portfolios, executing transactions, and ensuring compliance with regulatory standards. You will also play a key role in maintaining relationships with stakeholders and supporting the firm’s proprietary investment initiatives.

Key Responsibilities

• Manage relationships with custodians, registrars, trustees, and other financial institutions.

• Evaluate investment opportunities and make informed buy, sell, or hold recommendations.

• Oversee compliance filings and maintain accurate investment records.

• Execute Treasury bill and Eurobond transactions efficiently.

• Monitor and rebalance portfolios to align with investment policies.

• Track investment performance across all First Ally Asset Management (FAAM) products.

• Research and recommend new investment opportunities to diversify portfolios.

• Ensure timely settlement of trades, funds transfers, and coupon payments.

• Upload daily transactions and valuation reports using Symplus.

• Support cross-functional teams in product development and client service initiatives.

• Handle fund-related regulatory filings and ensure adherence to SEC requirements.

• Provide guidance and mentorship to junior team members when required.

• Participate in continuous process improvement and policy implementation.

Qualifications and Skills

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field (Master’s degree or professional certification is an advantage).

• Strong understanding of financial markets, investment instruments, and risk management.

• Excellent analytical, presentation, and communication skills.

• Proven ability to manage multiple portfolios and deliver measurable results.

• Proficiency in financial analysis, forecasting, and budgeting.

• Strong leadership and people management skills.

• Good knowledge of regulatory compliance, especially within the Nigerian financial landscape.

• High attention to detail, integrity, and professionalism.

Salary

Not specified