Job Openings at Pathway Asset Management Limited

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.

Click here to apply online

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.

Click here to apply online

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.

Click here to apply online