Investment Manager Jobs

Overview

Ekpa is seeking an Investment Manager to research and evaluate investment opportunities, analyze financial market developments, and support the management and performance monitoring of the company’s investment portfolio. The role involves investment analysis, asset allocation, and risk assessment, as well as regularly reviewing portfolio performance and providing recommendations based on market conditions and relevant financial data. The successful candidate will work closely with internal teams to provide accurate, objective insights that support investment decisions and ensure strategies remain aligned with the company’s overall objectives and risk management requirements.

Responsibilities

• Research and evaluate potential investment opportunities by analyzing financial data, market trends, and company fundamentals to provide objective insights and recommendations for investment decisions.
• Develop and maintain financial models, conduct financial forecasting, evaluate investment returns, and assess potential risks to support investment decisions.
• Support the management of the company’s investment portfolio by regularly reviewing asset allocation, portfolio performance, and risk exposure, and recommending adjustments based on changing market conditions.
• Monitor financial markets and broader economic developments, conduct investment research, and assess the potential risks and returns of different asset classes and investment opportunities.
• Use Microsoft Excel, Bloomberg, and other financial analysis tools to review investment data, perform financial analysis, and prepare investment reports.
• Work closely with investment and finance teams to communicate portfolio performance, research findings, and market observations, ensuring investment strategies remain aligned with the company’s objectives and risk management requirements.

Requirements

• Previous experience in investment management, portfolio management, asset management, or a related financial services position, with practical knowledge of investment research, portfolio monitoring, and financial markets.
• Strong analytical and quantitative skills, with the ability to review financial statements, interpret investment data, assess potential returns, and identify relevant financial and portfolio risks.
• Proficiency in Microsoft Excel and experience using financial analysis tools or investment research platforms. Familiarity with Bloomberg or comparable market data systems is preferred.
• Working knowledge of portfolio construction, asset allocation, investment performance measurement, and risk management principles. Experience in investment banking, credit analysis, or commercial lending is an advantage.
• Good written and verbal communication skills, with the ability to prepare clear investment reports, explain analytical findings, and work effectively with internal teams and external stakeholders.
• Understanding of accounting principles, taxation, and applicable financial regulations. Familiarity with estate planning, wills, and trusts is beneficial but not essential.
• Strong attention to detail, sound judgment, and the ability to manage multiple analytical tasks while meeting deadlines in a professional financial environment.

Pay: $105,000.00 - $135,000.00 per year

Benefits:

• 401(k)
• 401(k) 10% Match
• 401(k) 2% match
• 401(k) 3% Match
• 401(k) 4% Match
• 401(k) 5% Match
• 401(k) 6% Match
• 401(k) 7% Match
• 401(k) 8% Match
• 401(k) 9% Match
• 401(k) matching
• Adoption assistance
• Caregiver leave
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Gym membership
• Happy hour
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Prescription drug insurance
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance
• Volunteer time off
• Wellness program

Work Location: Remote