Pathway Asset Management Limited (PAM) was incorporated by the Corporate Affairs Commission (CAC) and licensed by the Securities and Exchange Commission (SEC) as a Funds/Portfolio Manager. We focus on wealth creation and preservation to retail, HNIs, government and institutional investors.
We are recruiting to fill the following positions below:
1.) Wealth Officer
Job Location: Lekki Phase 1, Lagos
Employment Type: Full Time
Work Mode: Onsite (Monday – Friday)
Department: Asset Management
Reports To: Strategy and Wealth Manager
Job Description
- As a Wealth Officer – Liability Generation, you will be responsible for driving business growth by identifying and developing new business opportunities to generate liability for the company.
- You will work closely with high-net-worth individuals, families, and institutions to understand their financial needs and offer tailored solutions that meet their objectives while generating liability for the company
Key Responsibilities
- Develop and implement comprehensive strategies to generate liability for the company through wealth management services.
- Identify and cultivate relationships with high-net-worth individuals, families, and institutions to generate new business opportunities.
- Conduct in-depth financial analyses to understand clients’ financial goals, risk tolerance, and investment preferences.
- Meet or exceed revenue targets and other performance metrics.
- Participate in marketing initiatives, networking events, and industry conferences to raise the firm’s visibility and attract new clients.
- Recommend and implement wealth management solutions that meet clients’ needs and generate liability for the company.
- Collaborate with internal teams, including finance managers to deliver integrated wealth management solutions.
- Stay informed about market trends and developments in wealth management and liability generation.
- Act as liaison between the firm and clients; representing firm to clients and clients to firm
- Regularly provide feedback to the Asset Management team from interactions with potential & existing clients.
Qualifications
- Required: 5 years of sales and business development experience in banking or fintech companies.
- Proven track record of generating liability and driving business growth.
- Strong understanding of wealth management products and services.
- Excellent communication and interpersonal skills.
- Preferred experience delivering on targets, deposit mobilization, reporting, and presentation skills.
- Demonstrated track record of success in managing client relationships, delivering investment performance, and achieving business growth targets.
- Strong understanding of financial markets, investment products, and portfolio management principles.
- Excellent communication skills with the ability to articulate complex investment concepts and build rapport with clients.
- Proven ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.
- Proficient in the use of Excel, Word and PowerPoint.
2.) Fund / Portfolio Manager
Job Location: Lekki Phase 1, Lagos
Employment Type: Full Time
Reports To: Managing Director
Work Mode: Onsite (Monday – Friday)
Job Description
- The Portfolio Manager will be responsible for managing investment portfolios, conducting thorough research, making investment decisions, and ensuring that the portfolios align with the clients’ financial goals and risk tolerance.
- The role involves continuous monitoring of financial markets, rebalancing portfolios, and optimizing returns for clients.
Key Responsibilities
Portfolio Management:
- Develop and implement investment strategies for individual and institutional clients, aiming to maximize returns within the client’s risk tolerance.
- Monitor and adjust portfolios in response to market conditions, economic trends, and changes in clients’ objectives.
- Conduct regular portfolio reviews and rebalancing to maintain alignment with clients’ goals and market developments.
Investment Research & Analysis:
- Analyze financial statements, market trends, and economic indicators to identify potential investment opportunities.
- Conduct due diligence on assets, including stocks, bonds, mutual funds, real estate, and other investment vehicles.
- Stay informed of developments in global financial markets and industry trends.
Client Relationship Management:
- Work closely with clients to understand their financial goals, risk tolerance, and investment preferences.
- Provide regular updates and reports to clients, explaining portfolio performance and any changes made.
- Communicate investment strategies, market outlook, and recommendations to clients in a clear and concise manner.
Risk Management:
- Identify and manage risks associated with investment portfolios.
- Ensure compliance with regulatory requirements and company policies.
- Implement appropriate hedging strategies when necessary to mitigate potential risks.
Performance Monitoring & Reporting:
- Track and report on the performance of managed portfolios, comparing against benchmarks and targets.
- Prepare comprehensive performance reports for internal review and client presentations.
- Weekly, Monthly and Quarterly portfolio Performance
- Quarterly SEC Returns Report.
Collaboration & Teamwork:
- Liaise with the custodian on various matters.
- Collaborate with the investment team, including analysts and traders, to develop and execute investment strategies.
- Work with other departments, such as legal, compliance, and client services, to ensure seamless operations and adherence to regulations.
- Participate in investment committee meetings and contribute to the development of firm-wide investment strategies.
Key Qualifications
Education:
- Bachelor’s Degree in Finance, Economics, Business Administration, or a related field.
- MBA or Master’s degree in Finance or related field is preferred.
Experience:
- Minimum of 5 years of experience in portfolio/fund management, investment analysis, or related fields.
- Must be registered with the Securities and Exchange Commission (SEC) as fund and portfolio manager.
- Proven track record of managing investment portfolios and achieving consistent performance results in an Asset management firm.
Skills & Competencies:
- Strong analytical skills with the ability to interpret complex financial data and market trends.
- In-depth knowledge of various asset classes, including equities, fixed income, and alternative investments.
- Excellent communication and presentation skills, with the ability to convey complex information to clients and stakeholders.
- Strong attention to detail and ability to work under pressure in a fast-paced environment.
- Proficiency in financial modeling, portfolio management software, and other relevant tools.
- Proficient in Microsoft Excel, PowerPoint, and Word.
3.) Strategy and Wealth Manager
Job Location: Lekki Phase 1, Lagos
Department: Asset Management
Reports To: Managing Director
Employment Type: Full-Time
Work Mode- Onsite (Monday – Friday)
Job Summary
- As a Strategy and Wealth Manager will be responsible for identifying and driving strategic growth opportunities for the Company.
- This role will involve developing and implementing business strategies, managing partnerships, and driving business growth.
- The ideal candidate’s expertise in financial planning, investment management, and risk assessment will be key to delivering exceptional service and results.
Key Responsibilities
Strategic Planning & Business Development:
- Identify and evaluate new business opportunities, and develop strategies to convert them into new clients
- Develop and maintain client relationships.
- Build a client base and follow up with the clients to close business deals.
- Develop business prospects for new and existing customers
- Develop and implement strategic plans to achieve business growth objectives.
- Lead the development and execution of business development strategies to drive revenue growth.
- Provide financial advisory to high net-worth clients and institutional entities on the ideal asset allocation structure.
- Prepare and deliver investment-related presentations to the management team and/or third-party clients as required.
- Ensure that customers understand the terms and conditions of subscriptions by explaining the benefits and features
Financial:
- Fund Mobilization upon resumption (a maximum of 60 days from the first day of resumption to achieve the agreed target).
- Ensuring cost-effective funds through deposit mobilisation.
- Generate new business and leads
- Track and report on key performance metrics related to business development activities.
Partnership Management:
- Identify and manage strategic partnerships that support business growth.
- Negotiate and manage contracts and agreements with partners and clients.
- Foster long-term relationships with key partners to ensure mutual success.
Leadership and Team Management:
- Lead and mentor a team of business development and wealth professionals.
- Foster a collaborative and results-driven team culture.
- Ensure the team is aligned with the company’s strategic goals and objectives.
- Providing information and market insights to the investment team
- Effective deal/rate negotiation
Compliance and Risk Management:
- Ensure all business development activities comply with relevant regulations and industry standards.
- Identify and mitigate risks associated with new business ventures.
- Adherence to internal policies and compliance
Reporting and Communication:
- Provide regular reports to the CEO and senior management on business development progress and outcomes.
- Communicate strategic plans and initiatives to internal and external stakeholders.
Job Requirements
- Bachelor’s Degree in Business Administration, Finance, Economics, or a related field; MBA or relevant Master’s degree is a plus.
- Only candidates with a minimum of 10 years experience in business origination in Commercial Banks or Asset Management Companies, focusing on retail, SMEs, and corporate clients
- Proven track record of achieving sales targets and driving revenue growth.
- Superb interpersonal skills.
- A commitment to excellent customer service
- Excellent communication and presentation skills.
- Leadership and team management experience.
- Proficiency in Microsoft Office Suite and relevant business development tools.
- Strategic thinking and ability to analyze and solve problems quickly.
- Ability to work well with others and lead a team.