Job Title : Investment Executive
Department: Finance
Reports To : Head, Finance / ED, Finance
Location : Lagos
Employment: Type: Full-Time

Company Overview

Our client is a well-established insurance company committed to delivering innovative insurance solutions that protect individuals and businesses against everyday risks. With a strong customer-centric approach and a growing market presence, the organization continues to expand its retail and corporate portfolio by providing exceptional service and tailored insurance products.

Role Overview
The Investment Executive supports the management, monitoring, and administration of the Company's investment portfolio in line with approved policies, regulatory requirements, and financial objectives.

This role encompasses investment analysis, market research, transaction execution, performance reporting, and portfolio monitoring to ensure full compliance with internal guidelines and insurance regulations.

Key Responsibilities
Investment Management

• Assist in managing and monitoring the company's investment portfolio across approved asset classes (fixed-income, equities, and money-market instruments).
• Evaluate investment opportunities based on expected returns, liquidity, risk, and duration to optimize portfolio performance.
• Maintain accurate, up-to-date investment records and support the execution of approved transactions.

Investment Analysis & Research

• Monitor economic indicators, interest rates, inflation, and capital-market developments affecting the portfolio.
• Prepare investment appraisal papers, credit analyses, and actionable recommendations for management consideration.
• Conduct financial analysis of issuers and counterparties to track developments affecting existing holdings.

Portfolio Monitoring & Risk Management

• Monitor investments against approved asset-allocation limits, liquidity requirements, and internal risk guidelines.
• Identify and escalate potential market, credit, liquidity, and concentration risks promptly.
• Support periodic portfolio reviews and asset-liability risk assessments.

Regulatory & Compliance Responsibilities

• Ensure all investment activities strictly comply with applicable insurance laws and statutory investment guidelines.
• Prepare required regulatory investment returns and supply supporting documentation for internal and external audits.
• Maintain complete documentation trails for all portfolio transactions and mandates.

Reporting & Performance Management

• Prepare daily, weekly, monthly, and quarterly portfolio valuation, income, and yield performance reports.
• Reconcile investment schedules with accounting records, bank accounts, and custodian reports.
• Track interest receipts, dividends, maturities, and investment cash flows.

Stakeholder & Relationship Management

• Maintain professional relationships with banks, asset managers, brokers, custodians, and regulators.
• Coordinate internally with Finance, Treasury, Risk, and Actuarial departments on transaction settlements and cash flow tracking.
  Portfolio Return: Achievement of target portfolio yield and benchmark returns.

Key Performance Indicators (KPIs)

• Reporting Accuracy: 100% timely and accurate delivery of statutory and internal investment reports.
• Compliance Integrity: Zero breaches of regulatory investment limits or internal policy guidelines.
• Reconciliation Efficiency: Timely settlement and error-free reconciliation of all investment cash flows.

Requirements & Qualifications

• Education: B.Sc. in Finance, Economics, Accounting, or a related discipline.
• Professional Certifications: CFA, CIS, ICAN, or ACCA qualifications (or in-view) are an added advantage.
• Experience: 2–5 years of experience in investment management, treasury, asset management, or corporate finance (insurance or financial services sector preferred).
• Technical Competencies: Strong command of fixed-income and money-market instruments, financial modeling, portfolio risk analysis, advanced MS Excel, and Nigerian capital market regulations.
• Core Attributes: Sharp analytical skills, high integrity, precision, and strong stakeholder management capabilities.