Investments Officer

Posted by Western Group - VERIFIED EMPLOYER VERIFIED19 Jan 7:06 pmIkeja, Lagos

Investments Officer


Responsible for the effective management of the investment unit, which includes:

Lead the Investment team in raising of funds for the company’s lending activity through market borrowings
Interface with present and prospective investors to ensure that their needs are met
Develop Investment products that would ensure continuous liquidity
Ensure timely and error-free reporting – both management and regulatory


Lead the team to source for cheaper funds for the company
Monitor and suggest necessary changes in interest rates for management’s approval, and thereafter, disseminate the new rates to the various branches
Interview clients and offer them sound investment advice as to which plan type to opt for based on the client’s peculiar needs
Initiate and develop new Investment product papers, based on market intelligence, for management approval.
Review existing Investment/market borrowing products, and suggest improvements that would enhance their saleability
Prepare monthly reports- i.e. regulatory and operational, such as cash flow reporting, maturity tracking report, movements in cost of borrowing trend analysis, etc.
Prepare customer statement upon request
Crosscheck of entries made into the system and manage same
Respond to all correspondence relating to investment
Liaise with the accounts department on any investment related transaction
Keep all investments used as collateral on hold unless otherwise advised by the Operations Manager or Credit Managers
Constantly review procedures and suggest better alternatives
Any other duties as may well be directed by Management within the company’s policies.


Possession of Excellent Customer Service Skills
Possession of a high sense of integrity
Ability to communicate fluently in English
Ability to manage people
Adept with Microsoft Office Tools
Demonstrable ability to do financial and investments analysis
How to apply
Interested applicant should send his/her resume via email

I do not want to be contacted by telemarketers.

Accounting / Finance
Job type:
Full Time
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