
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.
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)
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.
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
CISI/ GISI certification
Nimed Capital Limited · Accra