Investment Associate
AI summary
Apex Trustee is hiring a detail-oriented Investment Associate in the Accra & Tema Region to support investment research, portfolio monitoring, financial modelling, reporting, and market intelligence. The role requires a finance-related degree, 2–4 years of experience, strong analytical and Excel skills, and offers a full-time office-based position.
- Full-time role based in Accra & Tema Region, Ghana
- Requires 2–4 years of investment or financial services experience
- CFA, ACCA, CIMA or similar qualification is an advantage
- Focus on portfolio monitoring, research, and financial modelling
- Apply by sending CV to info@apextrustee.com
AI job guide
Use this guide to check salary signals, requirements, documents, application steps and safety before you apply.
AI salary guide
Not enough public dataNot enough public salary data is available for this exact role. Before applying, prepare to ask about gross pay, benefits, contract length, probation period, transport and any allowances.
Can you qualify for this role?
- Required2+ years of relevant experienceThe job post includes a minimum experience signal.
- RequiredEducation or certification mentioned in the postThe captured text mentions education, a diploma, certificate, or licence.
- PreferredPractical evidence in internship, no_experience, financeThe tags and summary point to skills connected with this role.
- RequiredAvailability to work in AccraThe vacancy is associated with this location.
- UnclearComfort with the Full Time contract termsConfirm hours, duration, probation and benefits at the original source.
Documents to prepare
- Likely requiredUpdated CV
- Role specificCover letter or short employer message
- OptionalProfessional references
- Role specificAcademic or professional certificates
- VerifyID or passport only after verifying the employer
Application tips for this job
- Place your strongest Investment Associate evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to Apex Trustee and the role in Accra.
- Add concrete examples related to internship, no_experience, finance, ideally with measurable outcomes or clear responsibilities.
- Follow the instructions from Jobberman Ghana; avoid sending documents to unofficial contacts or copied links.
- Confirm the deadline, interview location and employer contact before sharing personal documents.
- Prepare a polite question about pay, benefits and contract terms for later interview stages.
Source and safety check
- Jobberman Ghana
- Original source link available
- Application method is clear
- Deadline not specified
- No major risk signal was detected in the captured text.
Never pay for interviews, shortlisting, medical checks, uniforms, or job placement. Confirm every application at the original source before sharing personal documents. Report suspicious listing.
Interview preparation
- What experience makes you a strong fit for this Investment Associate role in internship, no_experience?
- How have you handled responsibilities similar to those in this job post?
- Are you available to work in Accra under the listed contract or schedule?
- Prepare examples with clear responsibilities, tools used and measurable outcomes.
- Review the source and research Apex Trustee before the interview.
Ask what the first priorities will be in the role and how success will be measured.
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Use AI to apply better
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Original source description
- A
- Investment Associate
- Apex Trustee
- Accounting, Auditing & Finance
- Today
- New
- Accra & Tema Region
- Full Time
- Confidential
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Experience
- Level:
- Entry level
- Length:
- 2 years
- Language Requirement:
- English
- Working Hours:
- Full Time - 8 to 5
- Applicant
- Location:
- Ghana
- Job descriptions &
- in investment analysis, portfolio management, asset management, treasury, banking, pensions, or a related financial services environment.
- Strong financial and analytical skills.
- Good understanding of financial markets, investment products, and portfolio management principles.
- Proficiency in Microsoft Excel and other financial analysis tools.
- Strong attention to detail and numerical accuracy.
- Excellent report-writing, communication, and presentation skills.
- Ability to analyse complex information and translate it into clear investment insights.
- Ability to work independently and meet deadlines.
- High level of integrity, professionalism, and confidentiality.
- Key Competencies
- Investment and financial analysis
- Portfolio monitoring
- Financial modelling
- Market research and intelligence
- Risk awareness
- Analytical and problem-solving skills
- Attention to detail
- Communication and presentation
- Microsoft Excel proficiency
- Professional integrity
- How to Apply
- Interested applicants should submit their CV or Resume to:
- info@apextrustee.com
- <
- Log In and Apply
- Important safety tips
- Do not make any payment without confirming with the Jobberman Customer Support Team.
- If you think this advert is not genuine, please report it via the Report Job link below.
- Report Job
Requirements
Apex Trustee is seeking a detail-oriented and analytical Investment Associate to support the management and monitoring of investment portfolios and contribute to informed investment decisions. The successful candidate will assist with investment research, portfolio analysis, performance monitoring, reporting, and market intelligence while ensuring activities are aligned with the company’s investment objectives, policies, and applicable regulatory requirements.
Key
Bachelor’s degree in Finance, Economics, Accounting, Actuarial Science, Investment Management, or a related field.
Professional qualification or progress toward CFA, ACCA, CIMA, or a relevant investment/finance qualification is an advantage.
2–4 years’
Responsibilities
- Conduct research and analysis on investment opportunities, financial markets, securities, and economic trends.
- Support the evaluation and selection of investment opportunities in line with approved investment strategies.
- Monitor the performance, risk, and composition of investment portfolios.
- Prepare investment reports, portfolio performance reports, and market updates for management.
- Track interest rates, inflation, exchange rates, market movements, and other economic indicators relevant to investment decisions.
- Assist in financial modelling, valuation, forecasting, and investment analysis.
- Conduct due diligence and prepare investment briefs and recommendations.
- Monitor existing investments and identify emerging risks and opportunities.
- Support the preparation of investment proposals and presentations for relevant committees and management.
- Maintain accurate investment records and ensure timely reconciliation of portfolio information.
- Liaise with fund managers, financial institutions, custodians, brokers, and other investment-related stakeholders as required.
- Support compliance with approved investment policies, internal controls, and applicable regulatory requirements.
- Provide regular updates on portfolio performance, market developments, and investment opportunities.
- Perform other investment-related duties assigned by management.