Job Title: Executive Assistant & Investment Analyst

Industry: Insurance Brokerage / Financial Services

Reports To: Group Managing Director / Chief Executive Officer

Location: Lagos, Nigeria

Work Structure: Full-Time | Onsite

Remuneration: Competitive

Role Summary
Our client, a leading player in the insurance and financial services sector, is seeking a highly analytical and business-oriented Executive Assistant & Investment Analyst to provide strategic support to the Chief Executive Officer while overseeing treasury and investment-related activities.

The ideal candidate will combine executive coordination, financial analysis, stakeholder management, and investment oversight to support business growth, operational excellence, and informed decision-making at the executive level.

Key Responsibilities
Executive Office Management

• Serve as a strategic support partner to the CEO, ensuring effective coordination of daily priorities, schedules, and key business engagements.
• Prepare executive reports, presentations, briefing documents, and business correspondence.
• Conduct research, gather market intelligence, and provide insights to support executive decision-making.
• Monitor and track strategic initiatives, ensuring timely execution of action items across departments.
• Coordinate internal and external stakeholder engagements on behalf of the CEO.
• Prepare periodic business performance and project status reports for executive review.
• Support the execution of corporate growth and business transformation initiatives.

Treasury & Investment Management

• Support the management of the organization's liquidity position and cash flow requirements.
• Maintain productive relationships with banking institutions, investors, and financial partners.
• Monitor funding requirements and support financing arrangements when required.
• Analyze financial performance, investment opportunities, and treasury activities.
• Assist in monitoring financial risks related to interest rates, foreign exchange exposure, and investment portfolios.
• Support the evaluation of investment opportunities and provide recommendations based on financial analysis.
• Ensure efficient management of cash flow obligations and funding commitments

Business Performance & Strategic Support

• Monitor key business performance indicators and provide management insights.
• Assist with strategic planning, budgeting, forecasting, and performance tracking.
• Support project management activities and ensure alignment with organizational objectives.
• Drive accountability by monitoring the implementation of executive directives and strategic initiatives.

Requirements

• Bachelor's Degree with a minimum of Second Class Upper in Accounting, Finance, Economics, Business Administration, or a related discipline.
• Professional accounting qualification such as ICAN, ACCA, or equivalent is required.
• Minimum of 3 years post-NYSC experience in executive support, finance, treasury, investment, or business performance management roles.
• Strong understanding of financial analysis, cash flow management, and investment principles.
• Advanced proficiency in Microsoft Excel, PowerPoint, and business reporting tools.


Key Performance Indicators (KPIs)

Executive Support (60%)

• Timely and accurate executive reporting.
• Quality of presentations, business documents, and executive materials.
• Effective coordination of meetings, stakeholder engagements, and executive activities.
• Successful tracking and execution of strategic initiatives.
• Timeliness of project and business performance reports.

Treasury & Investment Management (40%)

• Effective liquidity and cash flow management.
• Quality of relationships with banking partners and investors.
• Timely fulfillment of financial obligations.
• Effective monitoring and management of financial risks.
• Quality of investment analysis and recommendations.

Ideal Candidate Profile
The ideal candidate is commercially aware, highly organized, and capable of operating confidently within an executive environment. They possess strong financial acumen, exceptional communication skills, and the ability to balance strategic thinking with hands-on execution while maintaining the highest level of confidentiality and professionalism. Efficiency in treasury operations and financial planning.