Coverage Manager, Investment Banking (Regius Capital)

JOB SUMMARY

The Coverage Associate is responsible for supporting the institutional sales function by managing

client/investor relationships and manage the distribution of capital market instruments and

transaction offerings to institutional clients including pension funds asset managers insurance

companies trustees and corporates.

Responsibilities include but are not limited to:

• Build and manage relationships with key decision makers across the various investor groups such as Fund Managers Trustees Insurers Corporates etc.
  
• Develop relationships with local and international investors (private capital investors venture capital funds development finance institutions pension funds asset managers strategic investors etc.) to ensure success of various transaction types.
  
• Manage strong pipeline of institutional investors and HNIs.
  
• Prepare and deliver sales presentations proposals and transaction information to clients.
  
• Coordinate client meetings roadshows and follow-ups to ensure effective engagement.
  
• Provide market intelligence and client feedback to execution teams.
  
• Support the Managing Director to monitor project activities and transaction execution on a day-to-day basis.
  
• Ensure adherence to internal policies regulatory guidelines and ethical sales practices.
  

Requirements

Requirements

• Bachelors degree in Finance Accounting Economics Business Administration or related field.
  
• Minimum 5 years professional experience; experience in institutional sales relationship management or business development in financial services is preferred within asset management investment banking or capital markets is highly preferred.
  
• Professional qualifications such as ACA ACCA ACS CFA CAIA would also be beneficial.
  
• Must be a SEC Sponsored Individual.
  
• Must have demonstrated ability to create sales/relationship opportunities with clients and prospects.
  
• Excellent relationship management and business development skills.
  
• Knowledgeable about Capital Markets the Economy and general financial markets as well as investment products such as Bonds Commercial paper Private notes and Equities.
  
• Strong presentation negotiation and excellent communication abilities.
  
• Analytical mindset with the ability to interpret financial and market data.
  
• Proficiency in Microsoft Office tool.
  
• Self-motivated with the ability to work independently and within a team.
  
• Adaptable and able to perform in a fast-paced target-driven environment.
  

Required Skills:

Core Competencies & Technical Skills Portfolio Architecture: Advanced understanding of asset allocation models modern portfolio theory (MPT) and portfolio construction techniques. Risk & Attribution: Sharp expertise in financial risk management tools risk metrics (VaR Sharpe ratio tracking error) and performance attribution frameworks. Market Intellect: Deep knowledge of local and global financial markets macroeconomic indicators and regulatory frameworks governing asset management. Soft Skills Analytical Thinking: Exceptional analytical quantitative and data-driven decision-making capabilities. Communication: Strong interpersonal and articulation skills with a proven ability to present complex financial concepts clearly to an Investment Committee or high-net-worth clients. Decisiveness: Ability to maintain clarity and make high-stakes investment decisions under pressure in volatile market conditions.

Required Education:

Educational BackgroundDegree: Bachelors degree in Finance Economics Actuarial Science or a highly quantitative Qualifications: Professional certifications such as CFA (Chartered Financial Analyst) or Financial Engineering/Finance will be a distinct advantage.

Employment Type : Full Time
Experience: years
Vacancy: 1