Job details
Investment Analyst at Phillips Outsourcing Limited – Victoria Island, Lagos
Phillips Outsourcing Limited is recruiting an Investment Analyst in Victoria Island, Lagos, for treasury and investment activities in the insurance industry.
Responsibilities
- Coordinate banking relationships and liaise with financial institutions on treasury and investment transactions.
- Maintain short- and long-term investment registers, portfolio balances and related supporting records.
- Track portfolio returns, analyse investment performance and advise management through the CFO.
- Identify investment opportunities while observing relevant regulatory requirements.
- Prepare monthly investment performance updates, board investment reports and daily treasury balance schedules.
- Track investment account changes, record journals and returns under Finance supervision.
- Reconcile investment placement accounts with company records, investigate outstanding transactions and clear ledger differences.
- Support external audits by checking investment transactions and providing bank-account statements.
- Review financial variances, highlight risks and recommend corrective measures.
Requirements
- Bachelor’s degree in Accounting, Finance or a related field.
- At least three years’ relevant experience, preferably within insurance.
- ICAN or ACCA professional qualification is an advantage.
- Strong investment analysis, numerical reasoning and problem-solving ability.
- Proficiency in Microsoft Excel.
How to apply
Complete the online application form using the application website.
Application deadline:
Check the employer and application instructions before sharing personal information.
About the employer
Phillips Outsourcing Limited provides outsourcing and human resources support to organisations across industries in Nigeria, with operations that also extend to Ghana. Its stated service values include customer focus, employee empowerment, continuous improvement and integrity.
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