- Job Title: Senior Analyst, Institutional Sales
- Location: Ikeja, Lagos
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About CardinalStone Pensions Limited
CardinalStone Pensions Limited is a dynamic and growing Pension Fund Administrator. As a member of the CardinalStone Partners, the company is fully licensed by the Securities and Exchange Commission (SEC), Central Bank of Nigeria (CBN) and more recently Pension Commission (PENCOM). By leveraging the collective strength, expertise, and resources of the entire CardinalStone Group, CardinalStone Pensions is poised to deliver greater value and innovative pension solutions to our customers.
About the Role
- We are seeking a highly motivated and results-driven Institutional Sales Analyst to join our Securities Trading business. In this role, you will serve as a Sales and Client Executive, managing and expanding relationships with institutional clients such as pension fund administrators (PFAs), insurance companies, corporates, fintechs, and asset managers.
- You will play a key role in driving business growth through new client acquisition and cross-selling opportunities, while supporting the execution of strategic sales initiatives across the Group.
Key Responsibilities
- Identify, prospect, and win new business from institutional clients across PFAs, insurers, corporates, fintechs, and asset managers.
- Build and maintain strong, long-term client relationships to ensure consistent engagement and satisfaction.
- Conduct market and industry research to identify trends, potential clients, and new business opportunities.
- Collaborate closely with internal teams — including Investment Banking, Asset Management, and Operations — to deliver tailored financial solutions.
- Prepare high-quality client materials such as pitch decks, proposals, and RFP responses, ensuring alignment with brand standards.
- Maintain an organized and up-to-date sales pipeline and prepare periodic reports on client activity and deal progress.
- Represent the firm at industry events, client meetings, and conferences to strengthen market visibility and drive business growth.
- Continuously develop and maintain industry expertise to anticipate client needs and provide value-added insights.
Qualifications & Experience
- First degree in Finance, Accounting, Economics, Business Administration, or a related discipline.
- Between 3–5 years’ experience in sales, trading, investment management, or client relationship management roles.
- Proven experience managing relationships with institutional clients (PFAs, insurers, corporates, or fintechs).
- Relevant certifications such as CFA, ACA, or ACCA (or progress toward them) are an added advantage.
Skills & Competencies
- Strong client relationship and communication skills.
- Excellent presentation and interpersonal abilities.
- Deep understanding of financial markets and investment products.
- Proficiency in Microsoft Excel and PowerPoint.
- Analytical, results-oriented, and able to thrive under pressure.
- Detail-oriented, with strong organizational and problem-solving skills.
What We Offer
- A dynamic, performance-driven work environment.
- Exposure to top-tier institutional clients and high-impact transactions.
- Opportunities for professional growth and continuous learning.
How to Apply
Interested and qualified candidates should click on ‘Apply Here’ below.
