Head of Research & Strategy at a Financial Services Company – Bridgemead Limited

Job Title: Head of Research & Strategy

Location: Victoria Island, Lagos
Employment Type: Full-time
Industry: Financial Services
Department: Research and Strategy
Reports To: Group Managing Director (GMD/GEO)

Role Summary

• The Head of Research and Strategy will provide strategic leadership for the Group's research, business intelligence, investment analysis, and corporate strategy functions.
• The role involves translating macroeconomic trends, financial market developments, industry intelligence, and business performance data into actionable insights that drive investment decisions, strategic planning, profitability, competitiveness, and long-term value creation across the Group and its subsidiaries.

Key Responsibilities
Research, Market Intelligence and Economic Analysis:

• Lead research into financial and capital markets, macroeconomic developments, industry trends, investment opportunities, and competitor activities to identify business opportunities, emerging risks, and competitive advantages.
• Oversee the preparation, review, quality assurance, and publication of weekly market reports, economic outlooks, sector reports, investment briefs, flagship research publications, and annual economic and financial market outlook reports.
• Monitor monetary and fiscal policies, interest rates, inflation, exchange rates, regulatory developments, and other economic indicators relevant to the Group.
• Maintain comprehensive research coverage of assigned primary (banking) and secondary (non-banking) sectors, including engaging with relevant company management teams and maintaining a centralised, secure, accessible, and regularly updated research database.

Investment Research, Financial Analysis and Advisory:

• Conduct financial statement analysis, financial forecasting, valuation assessments, and financial modelling using methodologies such as Discounted Cash Flow (DCF), Dividend Discount Model (DDM), Residual Income Model (RIM), and relative valuation multiples.
• Prepare and review equity research reports, quarterly flash notes on company results and announcements, valuation models, projections, and investment recommendations for internal decision-makers, brokerage clients, retail investors, High-Net-Worth Individuals (HNIs), and institutional clients.
• Provide research-driven investment insights, presentations, and market intelligence to clients and Client Relationship Officers to strengthen client engagement, business development, and revenue generation.
• Ensure the accuracy, relevance, quality, and timely delivery of research outputs and investment recommendations.

Corporate Strategy and Business Development:

• Drive the development, review, and implementation of Group-wide strategic objectives and operational plans, ensuring alignment between corporate priorities, subsidiary business plans, resource allocation, and performance outcomes.
• Collaborate with Strategic Business Unit (SBU) Heads and subsidiary management to deliver tailored research-based solutions that support business objectives.
• Identify new revenue streams, investment opportunities, strategic partnerships, diversification options, and market expansion opportunities through feasibility studies, market assessments, business cases, and commercial analyses.
• Evaluate existing business models and recommend interventions to improve competitiveness, operational efficiency, and profitability.
• Support mergers and acquisitions, strategic alliances, and other corporate development initiatives through research, due diligence support, and strategic assessments.

Business Performance, Risk and Strategic Execution:

• Develop dashboards, reporting frameworks, and analytical tools to monitor business performance, track strategic initiatives, and measure results against established targets.
• Monitor the implementation of approved strategic initiatives across the Group and evaluate their contribution to business growth and performance.
• Conduct root-cause analysis of recurring audit findings, recommend sustainable corrective interventions, and track the implementation and effectiveness of agreed audit resolutions.
• Support executive decision-making through data-driven analysis, business intelligence, scenario planning, and strategic forecasting.

Leadership, Training and Stakeholder Engagement:

• Lead, coach, and develop research analysts in financial analysis, valuation techniques, financial modelling, and research methodologies.
• Develop and coordinate the Annual Research Training Series to strengthen research capabilities, investment knowledge, and analytical competencies across relevant teams.
• Collaborate with subsidiary Managing Directors, SBU Heads, Finance, Risk, Compliance, Business Development, and other relevant stakeholders to advance Group-wide objectives.
• Represent the Group at industry engagements, research forums, investor meetings, conferences, and strategic business discussions, and perform other duties as assigned by Management.

Requirements and Qualifications

• Bachelor's Degree in Economics, Finance, Accounting, Business Administration, Statistics, Mathematics, or a related discipline.
• A Master's degree in Finance, Economics, Business Administration, Investment Management, or a related field is an added advantage.
• Minimum of 7–10 years' relevant experience in research, investment analysis, corporate strategy, financial services, or business intelligence.
• Strong expertise in financial modelling, valuation methodologies, equity research, investment analysis, financial forecasting, and economic research.
• Demonstrable experience preparing buy-side or sell-side equity research reports and investment recommendations for internal stakeholders, retail investors, HNIs, and institutional clients.
• Experience in financial market research, quantitative and statistical economic analysis, industry intelligence, and flagship publications, including sector reports, tailored strategic research, and annual economic and financial market outlook reports.
• Strong numerical, analytical, and problem-solving skills, with the ability to interpret complex financial and economic data, draw sound inferences, and translate findings into actionable executive recommendations.
• Experience in investment banking, asset management, securities, or related financial services is highly desirable; exposure to multiple business units or subsidiaries is an advantage.
• Excellent leadership, people management, communication, business writing, presentation, and stakeholder management skills.
• Strong entrepreneurial work ethic, independent judgment, and the ability to motivate teams and deliver high-quality results under demanding timelines and resource constraints.