Job Description
The roles to be filled cuts across both Technical & Non-Technical roles. A job holder will typically be involvedin any of the following departments : Investment Banking Investment Research Portfolio Management Legal & other non-technical roles.
Technical Roles :
- Analyze financial statements.
- Participation in due diligence of potential investee companies
- Prepare valuation analysis andbuild robust financial models for various sectors.
- Execute trades for clients on a best effort basis putting into consideration the urgency of the order volume weighted average price and other key metrics.
- Identifying and evaluating investment opportunities across different asset classes with a bid to increasing the value of clients assets
- Develop research on domestic & global macro coverages to provide insight into maximizing the CardinalStones interest.
- Maintain clients asset allocation and rebalance whenever there are deviations.
Non-Technical Roles :
Investment Advisory (Sales) :
Advise clients on investment portfolios as well as provide personalized investmentstrategies and build long-term relationships to help clients achieve their financial goals.Sell the firms products and proffering alternative investments and products within the group in a bid to increase Assets under Management (AUM) while also driving the customer acquisition objective of the company.Consistently manage and nurture existing client relationships to facilitate repeat business and retention through our end-to-end financial services.Grow new-to-firm business by actively prospecting through new and existing client relationshipsFollow market trends and stock movements and suggest alternative business strategies to address changing market opportunities.Institutional Sales :
You will serve as a Sales & Client Executive for the Securities trading business focused on Institutional clients which includes Insurance companies asset managers without stockbroking affiliates PFAs Corporate and Fintech companies.In this capacity you will be primarily responsible for growing our business through new client acquisition as well as a component of managing and expanding existing client relationships. You will have direct client coverage responsibilities and also work with senior sales executives to support strategic opportunities.Operations & Transformation :
Manage business transformational projects to achieve operational excellence across the organization.Work with various teams to develop and integrate tools to streamline processes improve efficiency and effectiveness and enhance operational excellence.Analyze and identify challenges and opportunities for improvement as well as evaluate the cost impact and benefits of business change initiatives.Internal Control :
Assist in the development and implementation of internal control policies and procedures.Conduct regular reviews and assessments of internal controls to identify weaknesses or areas for improvement.Oversee electronic trade reporting for fixed-income and equity securities (including Market Making Division)Supervision of Back Office Operations (account openings registrations)Support efforts to ensure compliance with relevant laws regulations and internal policies.Trustees :
Draft and revise contracts company policies trust deeds MoU and Contracts of agreements.Maintain client base keeping current Private and Corporate Trust client plans up-to-date and engaging new clients on an ongoing basis.Provide clients with a high level of individualized customer service and strategies consistent with their service needs / expectations.Provide Trust expertise and professional investment advice using the best services and products available to ensure clients financial and non-financial goals are met.Legal & Compliance :
Draft and revise contracts company policies trust deeds MoU and Contracts of agreements.Monitoring the activities of the Business Unit is in line with the Investment and Securities Act SEC Rules and any other guidelines released by the Regulators and rendering appropriate returns on behalf of the business unit to the Regulators as at when due.Enforce KYC AML / CFT compliance for customers partners and other parties onboardingRegulatory Compliance entails ensuring that returns are rendered as at when due to regulatory authorities such as SEC NFIU and CBN and other general compliance functions such as training staff on KYC and AML requirements etc.;Financial Control :
Compiling and analyzing financial information to prepare financial statements in compliance with regulatory requirements.Implement new financial reporting requirements as required by IFRS from time to timeReview and posting of journal entries.Regulatory reporting support and backupHuman Resources :
Develop implement and maintain HR policies processes and proceduresAssist in recruitment activities onboarding processes and other related functionsParticipate in HR projects and initiatives focused on employee engagement learning development and process improvement.0 - 2 years experienceBachelors Degree with a minimum of Second-Class Honors (Upper Division) in a numerical or businessrelated course5 O level credits (including English & Mathematics) at ONE sittingMasters degree is an added advantageMust have completed NYSCMust not be older than 26 years oldPassionate about financial servicesA CIS certificate is an added advantageProficiency on Bloomberg and other applications providing financial information.Excellent verbal and written communication skillResult driven and open to learningExcellent team spirit and interpersonal skillsMicrosoft Office savvyNOTE : Kindly be informed that only shortlisted candidates will be contacted.
Required Experience :
Intern
Key Skills
Campaigns,Animal Care,Anti Money Laundering,Endpoint Security,ABAP,KG Teaching
Employment Type : Full-Time
Experience : years
Vacancy : 1