First Ally Capital was incorporated on May 20, 2014 as an Issuing House and Financial Advisory firm, with an authorized share capital of N2.5 billion, and an issued and fully-paid up capital of N1.9 billion. The Firm was licensed by the Securities and Exchange Commission on November 20, 2014.
The firm commenced operations at a very significant point in the evolution of the Nigerian financial services industry and has leveraged its solid capital base and the excellent track-record and credentials of its team, directors and shareholders. The team behind the firm have been involved in various transactions ranging from Issuance of bonds, raising equity capital, mergers and acquisition, restructuring to project advisory services.Job Summary
The Head of Portfolio Management & Trading is responsible for overseeing the strategic investment management of client portfolios, ensuring optimal asset allocation, risk management, and regulatory compliance.
The role involves developing and implementing investment strategies, executing trades, and leading the portfolio management team to achieve superior financial performance for clients and stakeholders.
Key Responsibilities
Portfolio Management:
Develop and implement investment strategies aligned with clients’ objectives and risk tolerance.
Monitor portfolio performance and recommend adjustments to enhance returns and mitigate risks.
Conduct periodic portfolio rebalancing to ensure optimal asset allocation.
Provide market insights and investment recommendations to clients and internal stakeholders.
Ensure compliance with investment policies, regulations, and risk management guidelines.
Trading & Execution:
Oversee the execution of trades in equities, fixed income, and other financial instruments.
Monitor market trends, economic indicators, and trading activities to inform investment decisions.
Develop relationships with brokers, counterparties, and financial institutions to optimize trade execution.
Ensure best execution practices and adherence to ethical trading standards.
Risk Management & Compliance:
Identify, assess, and mitigate risks associated with portfolio management and trading activities.
Ensure adherence to regulatory guidelines from SEC, NSE, and other relevant authorities.
Implement internal controls and governance frameworks to safeguard investment operations.
Team Leadership & Development:
Lead and mentor the portfolio management and trading team, fostering a culture of excellence and continuous learning.
Develop training programs and knowledge-sharing initiatives for team members.
Collaborate with other departments to align investment strategies with overall business goals.
Client Engagement & Reporting:
Provide investment reports and performance updates to clients and stakeholders.
Engage with high-net-worth individuals, institutional investors, and corporate clients to understand their investment needs.
Present investment strategies and market insights to clients, board members, and senior management.
Qualifications & Experience
Bachelor’s Degree in Finance, Economics, Business Administration, or related field (Master’s degree is a plus).
CFA, CIS, or other relevant professional certification required.
Minimum of 8 – 10 years of experience in portfolio management, asset management, or trading.
Strong knowledge of financial markets, asset classes, and investment instruments.
Proficiency in financial modelling, risk assessment, and portfolio optimization.
Excellent leadership, communication, and analytical skills.
Key Competencies:
Strategic Thinking & Decision-Making
Market Analysis & Research
Risk Management & Compliance
Relationship Management & Client Servicing
Team Leadership & People Development
Financial Modelling & Valuation.
