Terms of Reference for Portfolio Management Consultant
Background
Public and Private Development Centre (PPDC) is a non-governmental organization and social enterprise driven by the desire to have a more transparent and accountable government as well as citizens empowered to actively participate in governance processes. Our programs are designed to promote values and initiatives which drive institutional, behavioral and systemic change on a large scale and in a way that will benefit society and its development.
Objective
The primary objective of this consultancy is to provide expert guidance and recommendations regarding short and medium -term low risk investment options, specifically focusing on dollar-denominated investments. The consultant will assess potential investment opportunities and provide strategic advice aligned with the and organizational goals.
Scope of Work
- Market Analysis: Conduct an in-depth analysis of the current financial market conditions, with a specific focus on short-term investment opportunities in dollar-denominated assets. Identify trends, risks, and potential areas for investment.
- Investment Strategy Development: Develop a comprehensive investment strategy tailored to PPDC’s financial objectives and risk tolerance. This should include recommendations on asset allocation, diversification, and portfolio management strategies.
- Due Diligence: Perform thorough due diligence on potential investment options, including evaluating the financial stability, track record, and reputation of banks and investment institutions with a long-term presence in Nigeria’s financial market.
- Risk Assessment: Assess the inherent risks associated with each investment option and provide recommendations for risk mitigation strategies to safeguard PPDC’s capital.
- Financial Modeling: Develop financial models to evaluate the potential returns and risks of various investment scenarios. This should include sensitivity analysis to assess the impact of different market conditions on investment performance.
- Documentation: Prepare clear and concise documentation outlining the investment recommendations, rationale, and supporting analysis. This should include detailed reports and presentations for review by PPDC’s management and Board of Directors.
- Knowledge Transfer: Provide training and knowledge transfer sessions to PPDC’s finance team to enhance their understanding of investment principles and practices.
Deliverables
- Market analysis report outlining short-term investment opportunities
- Investment strategy document tailored to PPDC’s financial goals.
- Due diligence reports on selected investment options.
- Risk assessment report with recommendations for risk mitigation.
- Financial models evaluating investment scenarios.
- Clear and concise documentation summarizing investment recommendations.
- Presentations and training sessions for PPDC’s finance team.
Timeline
The consultancy is expected to be completed within two weeks of engagement with deliverables provided according to the agreed-upon schedule. Regular progress updates will be provided to ensure alignment with PPDC’s timelines and objectives.
Budget
Submit a quote for this service inclusive of all fees, expenses, and taxes.
Evaluation Criteria
Proposals will be evaluated based on the consultant’s expertise, experience, proposed methodology, and cost-effectiveness. Preference will be given to consultants with a proven track record in investment banking and a thorough understanding of Nigeria’s financial market.
Submission Instructions
Interested consultants should submit their proposals by 14th of February 2024 to admin@ppdc.org.
Proposals should include a detailed scope of work, methodology, timeline, budget breakdown, and relevant experience.
Contact Information
For inquiries or clarifications regarding this consultancy, please contact Olubunmi Adeyemi at admin@ppdc.org.
We look forward to receiving your proposals and working with a qualified consultant to enhance PPDC’s investment strategy.