Investment Analyst Victoria Island

Phillips Outsourcing Limited is a reputable Nigerian outsourcing and human resource solutions company with over 19 years of experience providing professional support services to organizations across various industries. Headquartered in Lagos and operating in other major cities, including Abuja, Ibadan, and Accra (Ghana), the company has established itself as a trusted partner for businesses seeking efficiency, reduced overhead costs, and access to skilled talent.

The company’s mission is centered on delivering convenience to clients, while its vision is to be the preferred outsourcing solutions provider in Africa. Phillips Outsourcing operates on four core values—Customer Focus, Employee Empowerment, Continuous Improvement, and Integrity—ensuring a strong service culture and reliable client engagement. We are  recruiting to fill the position below:

 Job Title: Investment Analyst Jobposting service

Location: Victoria Island,  Lagos

Industry: Insurance Discover moreFeatured job postsJobs by fieldResponsibilities

Liaise with other financial institutions on behalf of the company with respect to treasury and investment operations. Manage banking relationships with all bankers and ensure updated information is maintained on all bank accounts. Maintain (follow up and update) the investment register for short- and long-term investments and attend to all requests promptly. Manage and track investment portfolio assets and regularly analyse performance to make recommendations to Management through the CFO. Manage and track all investment portfolio reported balances and supporting documents. Conduct investment analysis and appraisal of the investment portfolio. Maximise return on invested funds by identifying and managing investment opportunities, maintaining cordial relationships with the investment community, while ensuring regulatory compliance. Provide monthly investment performance reports to Executive Management. Prepare the Board Investment Report. Monitor financial performance by measuring and analysing results; identify strengths and critical areas, initiate corrective actions and minimise the impact of variances. Prepare the Treasury Daily Report, i.e. the Scheduling of Balances report summary (Operational and Non-Operational). Review and track investment portfolio updates, raise journals and post daily investment account changes, and post investment returns, under the supervision and coordination of the Head of Finance. Reconcile all transactions from the investment placement accounts to the company's records on a monthly basis. Review bank reconciliation items on investment placement accounts to ensure that all outstanding transactions (both debits and credits) are correctly posted into the general ledger. Review investment placement accounts' bank reconciliation reports and bank GL balances to ensure that all outstanding items are cleared promptly. Validate all activities during the external audit exercise and provide bank statements for investment bank accounts.

Minimum of a Bachelor's degree in Accounting, Finance or a related field. Minimum of 3 years' relevant experience in a similar role, preferably in an insurance firm. A professional qualification from the Institute of Chartered Accountants of Nigeria (ICAN) or the Association of Chartered Certified Accountants (ACCA) will be an added advantage. Strong analytical and problem-solving skills. Proficiency in Microsoft Excel.

1st December, 2026. How to Apply

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