Home Accounting Investment Banking Associate at Alan & Grant

Investment Banking Associate at Alan & Grant


Alan & Grant – Our work is focused on creating innovative HR and Organizational Development Solutions aimed at Performance Improvement & Business Growth. We currently serve clients across various sectors of the Economy from locations in Jos, Port Harcourt and Lagos.

We are recruiting to fill the position below:

Job Title: Investment Banking Associate

Location: Lagos
Industry: Financial Services
Job Type: Full time

Job Summary

  • The job holder is responsible for managing client’s investment portfolios. He/she will also be responsible for identifying and meeting client’s needs, assisting them in reaching their financial goals.

Duties and  Responsibilities

  • Develop relationships with new and existing clients in order to expand the business.
  • Conduct preparation and review of materials used in the financing of clients, including investment memoranda, management presentations, and pitchbooks.
  • Creates financial models to analyze client portfolios and anticipate client needs.
  • Generates updated financial models / analyses as dictated by business needs and industry requirements.
  • Understands the complexity of transactions and related risk (credit, market, operational, legal/compliance, etc.).
  • Provides feedback on, and supports continuous improvement opportunities.
  • Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.
  • Meet with the client to determine their financial standing and goals.
  • Provides direction and feedback to Analysts; accountable for development and mentoring of Analysts.
  • Delivers financial modelling to support strategic recommendations to clients.
  • Considers risk, internal controls and compliance as part of day-to-day accountabilities and adheres to policies and procedures.
  • Work with the investment analysts to select purchases for each client’s portfolio
  • Inform clients of changes in their portfolios.
  • Prepare Client Calling Reports: Preparing and distributing client calling reports in a timely manner.
  • Buy and sell new stocks or other investments as the market fluctuates.


  • Bachelor’s Degree in Accounting, Banking/ Finance, Economics or related fields.
  • Minimum of 6-8 years cognate experience. Experience should typically be in credit/marketing, relationship management, treasury sales, private banking and funds management functions in the banking sector
  • Desired Professional Qualification; ICAN, CFA, ACA.
  • Knowledge of capital markets, investment banking products and applicable regulations.
  • Good knowledge of the organizational portfolio management policies and objectives.
  • Exceptional knowledge of Financial Statement Analysis skills.
  • Portfolio management experience.
  • Market Forecasting skills.
  • Strong communication and analytical abilities
  • Exceptional skills in quantitative analytics, financial modelling and credit analysis skills.

Application Closing Date
Not Specified.

How to Apply
Interested and qualified candidates should:
Click here to apply online


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