Investment Banking Associate at Alan & Grant

Alan & Grant – Our work is focused on creating innovative HR and Organizational Development Solutions aimed at Performance Improvement & Business Growth. We currently serve clients across various sectors of the Economy from locations in Jos, Port Harcourt and Lagos.

We are recruiting to fill the position below:

Job Title: Investment Banking Associate

Location: Lagos
Industry: Financial Services
Job Type: Full time

Job Summary

The job holder is responsible for managing client’s investment portfolios. He/she will also be responsible for identifying and meeting client’s needs, assisting them in reaching their financial goals.

Duties and Responsibilities

Develop relationships with new and existing clients in order to expand the business.
Conduct preparation and review of materials used in the financing of clients, including investment memoranda, management presentations, and pitchbooks.
Creates financial models to analyze client portfolios and anticipate client needs.
Generates updated financial models / analyses as dictated by business needs and industry requirements.
Understands the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
Provides feedback on, and supports continuous improvement opportunities.
Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
Meet with the client to determine their financial standing and goals.
Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts.
Delivers financial modelling to support strategic recommendations to clients.
Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
Work with the investment analysts to select purchases for each client’s portfolio
Inform clients of changes in their portfolios.
Prepare Client Calling Reports: Preparing and distributing client calling reports in a timely manner.
Buy and sell new stocks or other investments as the market fluctuates.

Requirements

Bachelor’s Degree in Accounting, Banking/ Finance, Economics or related fields.
Minimum of 6-8 years cognate experience. Experience should typically be in credit/marketing, relationship management, treasury sales, private banking and funds management functions in the banking sector
Desired Professional Qualification; ICAN, CFA, ACA.
Knowledge of capital markets, investment banking products and applicable regulations.
Good knowledge of the organizational portfolio management policies and objectives.
Exceptional knowledge of Financial Statement Analysis skills.
Portfolio management experience.
Market Forecasting skills.
Strong communication and analytical abilities
Exceptional skills in quantitative analytics, financial modelling and credit analysis skills.