Head of Investments - Iron Capital Asset Management Limited
(2025-12)
Implemented strategic asset reallocation and rates renegotiation, doubling the firm's net interest margin from previous quarter, while enhancing the risk and liquidity profile. Improved performance on privately managed portfolios (for HNIs), leading to improved client satisfaction. Developed and launched investment products and strategies to enhance profitability, broaden client offerings, and support business growth.
Structured and executed repo strategies to generate excess returns for funds and portfolios.
- Manage all discretionary and non-discretionary portfolios, including firm's proprietary portfolios.
- Manage and advised portfolios across retail, institutional, HNI, discretionary, and non-discretionary client segments.
- Devise and execute investment strategies and processes tailored to client objectives and constraints, while working with internal stakeholders throughout the investment process.
- Select and manage a mix of assets, making decisions on what and when to buy or sell to optimize performance.
- Engage internal stakeholders, clients, counterparties, and other market participants to align portfolio decisions with mandate objectives and market opportunities.
- Support compliance with investment governance standards, internal policies, and reporting requirements within a regulated asset management environment.
- Prepare reports and analysis of investments/portfolios, deal with matters arising with investments, analyze issues, and develop action plan.
- Lead the client advisory team for advisory-only clients, execute high-value transactions for clients.
- Carry out market research and analysis to aid management decisions.
- Analyze clients' investment objectives and risk profile to draft the investment policy statement.
- Analyze the risk return profile of all portfolios and advise where necessary.
- Carry out periodic portfolio rebalancing and restructuring for portfolio optimization.
- Provide leadership, guidance, and oversight to analysts and portfolio management team members across research, portfolio review, and investment execution activities.
Senior Portfolio Manager - United Capital Asset Management Limited
(2024-01 - 2025-12)
Implemented strategic asset reallocation and security selection, boosting the Net Return on the Money Market Fund from 16.50% to 22.25%, significantly beating its benchmark by 370bps. This contributed to increased fund size from N34Bn to N63Bn. Improved the Net Return on Stable Income Fund return to 24.77%, beating its benchmark by 622bps.
Improved the Net Return on the Global Fixed Income Fund return from 6.88% to 10.04%, 124bps above the fund's benchmark. The attractive return on the fund contributed significantly to the increase in AUM from $28.3m to $134.8m. Developed and executed various repo strategies to generate excess returns for funds and portfolios.
Improved the asset/liability margin on both Naira and Dollar private funds, while enhancing the risk profile and liquidity profile.
- Managed and advised portfolios across retail, institutional, HNI, discretionary, and non-discretionary client segments.
- Managed a total portfolio in excess of 870 billion naira as at end of October 2024.
- Manages all foreign currency discretionary portfolio (AUM in excess of $376m).
- Managed naira denominated discretionary portfolio worth over 360 billion naira (includes two mutual funds).
- Manages all clients' foreign currency non-discretionary investments.
- Spearhead client advisory on Eurobond portfolios and execute high-value trades.
- Carry out market research and analysis to aid investment decisions, as well as management decisions.
- Analyze clients' investment objectives and risk profile to draft the investment policy statement.
- Prepare monthly, quarterly and half year performance reports accordingly.
- Carry out periodic portfolio rebalancing and restructuring for portfolio optimization.
- Train, mentor and guide investment analysts and other junior colleagues.
Portfolio Manager - Chapel Hill Denham Management Limited
(2022-12 - 2024-01)
- Manage discretionary clients' portfolios and advise non-discretionary clients accordingly.
- Manage the Bond Fund (AUM in excess of 2 billion naira).
- Manage the Dollar Income Fund (AUM in excess of 9 million dollars).
- Liaise with banks and counter parties to negotiate good rates for the fund placements and bills.
- Liaise with counterparties to buy or sell fixed income instruments for the funds under management.
- Carry out market research and survey to aid investment decisions.
- Analyze clients' investment objectives and risk profile to draft the investment policy statement.
- Analyze the risk return profile of all portfolios and advise where necessary.
- Carry out performance analysis and review of portfolios and mutual funds.
- Prepare monthly, quarterly and half year performance reports accordingly.
Investment Associate - Meristem Wealth Management Limited
(2021-01 - 2022-12)
- Manage the Meristem Money Market Fund (AUM in excess of 2 billion naira).
- Manage the Meristem Value and Growth ETFs (AUM in excess of 500 million naira).
- Manage the firm's proprietary equity investments (AUM of 8 billion naira) to generate optimum return.
- Liaise with banks and counter parties to negotiate good rates for the fund placements and bills.
- Carry out market research and stock analysis to determine which stock to buy or sell to maximize return for the firm.
- Evaluate research stock recommendations and select appropriate stock for the firm's proprietary position.
- Work with portfolio managers to ensure suitable securities are selected for clients.
- Perform quarterly and yearly portfolio rebalancing with the portfolio managers to ensure client's strategic allocation is followed.
- Carry out performance analysis and review of all portfolios.
- Compare the risk return profile of all portfolios and advice where necessary.
- Adopt global investment analytic methods for the firm's portfolios, mutual funds, and ETFs.
- Generate composite's Global Investment Performance Standards reports.
- Ensure portfolio performance computation techniques are in accordance with GIPS Standards.
- Collaborate with portfolio managers to create new products and composites.
- Complete the firm's annual registration requirements with the CFA Institute to claim GIPS compliance.
- Integrate GIPS performance reports into business development proposals for the use of wealth advisory.
- Coordinate the activities of all departments on their GIPS related deliverables.
- Ensure that portfolio and investment returns are calculated appropriately.
- Work with portfolio managers to ensure that the client's investment policy statement is followed.
- Train, guide and lead other team members appropriately.
Investment Research Analyst - Quantum Zenith Asset Management & Investments Limited
(2019-04 - 2021-01)
- Prepare daily and weekly market reports, monthly mutual funds factsheets and other investment reports.
- Prepare reports and forecasts on economic variables, which include inflation, GDP, capital importation, foreign reserve, oil prices and interest rates.
- Carry out equity valuation, analysis, and stock recommendation.
- Carry out sector analysis to aid the firm's decision making and prepare reports based on economic issues and policies.
Management Consulting Trainee - H. Pierson Associates Limited
(2018-05 - 2019-04)
- Build and maintain business relationships with new and existing clients in the Non-Banking Financial Sector, while identifying training needs of clients and generating proposals to meet these needs.
- Carry out research on trends in the sector to formulate a strategic plan for the unit and develop course contents and modules for all Risk and Finance related trainings in collaboration with Technical Experts.
- Prepare proposals, project budgets, lecture notes and project reports.
