Associate, Research & Portfolio

Associate, Research & Portfolio at Zedcrest Capital Limited

The Associate will take ownership of deeper research tasks, assist in portfolio construction, and liaise with internal teams to support investment strategies. This role bridges analytical work and stakeholder-facing responsibilities.

Job Title: Associate, Research & Portfolio

Location: Lagos, Nigeria

Job type: Full-time

Workplace Type: Onsite

Unit: Research and Portfolio Management

Reports to: Chief Investment Officer

Job Summary

• The Associate will take ownership of deeper research tasks, assist in portfolio construction, and liaise with internal teams to support investment strategies. This role bridges analytical work and stakeholder-facing responsibilities.

Key Responsibilities

• Conduct detailed market and sector analysis to identify investment opportunities.
• Prepare investment briefs and recommendations for review.
• Track portfolio performance and assist in implementing rebalancing strategies.
• Prepare client-ready reports and presentations.
• Support client meetings with research insights and performance updates.
• Work with operations and compliance teams to ensure smooth execution.

Requirements

• Bachelor’s Degree in Accounting, Banking and Finance, Economics and other related courses.
• Professional certification as a Chartered Financial Analyst (CFA), or similar qualification (ACS, ACA, etc.), will be desirable.
• 3 years+ professional experience in investment research, portfolio management, or financial analysis.
• Ability to conduct extensive data research.
• High level of curiosity, sense of ownership and accountability.
• Excellent analytical skills and research techniques.
• Highly organised and detail-oriented with proven ability to multitask.
• Capable of communicating and expressing ideas clearly & concisely, in both written & oral formats.

Must have skills:

• Attention to Detail
• Market & Sector Analysis
• Portfolio Performance Monitoring
• Portfolio Management
• Data Analysis
• Stakeholder Management
• Excellent Written and Verbal Communication
• Analytical Thinking
• Ownership and Accountability
• Organization and Planning
• Time Management

Why Join Zedcrest Wealth

• Opportunity to be part of a dynamic and innovative team dedicated to simplifying wealth creation and distribution in Africa.
• Competitive salary and benefits package, including performance bonuses and professional development opportunities.
• Collaborative and inclusive culture that values diversity, creativity, and continuous learning.
• Access to cutting-edge technology and resources to support personal and professional growth.
• Opportunity to make a meaningful impact and shape the future of asset management in Africa.

Application Closing Date

Not Specified.