Investment Officer

About the role

The Investment Officer will support Pere Castle Consultants by analysing a range of investment instruments, constructing and monitoring client portfolios, and delivering insightful market commentary. This role requires close interaction with internal stakeholders and external clients to ensure investment objectives are met.

Key responsibilities

• Conduct fundamental and technical analysis of equities, fixed‑income securities, mutual funds and other investment products.
• Prepare investment reports, market commentaries and recommendations for internal teams and clients.
• Assist in building, monitoring and rebalancing portfolios in line with client objectives and risk appetite.
• Track daily market activity on the Nigerian Exchange (NGX) and related markets, including corporate actions and economic releases.
• Ensure compliance with SEC, NGX regulations and internal investment policies, supporting KYC and AML processes.
• Produce periodic performance reports and maintain accurate investment documentation.

Required profile

• Minimum HND in Finance, Economics, Accounting, Business Administration, Banking & Finance or related field.
• At least 3 years of relevant experience in investment management, stockbroking, asset or wealth management.
• Member of a recognised professional body (e.g., ACCA, CIS, CISI, CFA, ICAN, CIBN).
• Strong knowledge of capital‑market operations, SEC and NGX regulatory requirements.

Required skills

• Fundamental analysis
• Technical analysis
• Equity valuation
• Fixed‑income valuation
• Portfolio management
• Asset allocation
• Investment research
• Risk assessment
• Performance measurement