Investment Analyst - Pension Desk

Key Responsibilities

1. Pension Fund Mobilization

& Client Engagement

• Drive active marketing initiatives to promote pension products and increase fund mobilization.

• Support client onboarding and maintain strong relationships with pension contributors and institutional clients.

2. Portfolio Valuation Reports (PVRs)

• Prepare, update, and maintain accurate Portfolio Valuation Reports (PVRs) for all pension funds.

• Ensure timely and error-free reporting in line with internal standards and regulatory requirements.

3. Regulatory Reporting

• Prepare and submit monthly reports to the National Pensions Regulatory Authority (NPRA).

• Prepare and submit quarterly pension reports to the Securities and Exchange Commission (SEC).

• Ensure full compliance with all regulatory guidelines and reporting timelines.

4. Portfolio Reconciliation

• Assist in the reconciliation of Private Wealth Management

(PWM) PVRs and client accounts.

• Investigate and resolve discrepancies in portfolio records and transactions.

5. Investment Execution Support

• Support investment placement and fund allocation activities for pension portfolios and other funds.

• Assist in analyzing investment opportunities in line with approved asset allocation strategies.

6. Reporting & Quality Control

• Assist in reviewing all departmental reports before submission to ensure accuracy, completeness, and professionalism.

• Maintain proper documentation and audit trails for all pension-related activities.

Key Requirements

Education & Experience

• Bachelor's degree in Finance, Economics, Accounting, or related field.

• 3 to 5 years' experience in investment management, pensions, or financial services (preferred).

• Valid SEC license(mandatory)

Skills & Competencies

• Strong analytical and numerical skills.

• Good understanding of pension fund administration and investment principles.

• Knowledge of regulatory requirements (NPRA & SEC).

• High attention to detail and accuracy.

• Proficiency in Microsoft Excel and financial reporting tools.

• Strong communication and interpersonal skills.

Key Performance Indicators (KPls)

• Growth in pension fund mobilization

• Accuracy and timeliness of PVRs and regulatory reports

• Efficiency in reconciliation processes

• Timeliness of contribution collections (direct debits)

• Compliance with NPRA and SEC requirements

Must have

• CISI/ GISI certification

Apply now : send cover letter and resume to Recruitment@nimedcapital.com