2026 Graduate Trainee Program

Job Summary

CardinalStone is looking to recruit resourceful, analytical and driven Graduate Trainees who are passionate about the financial services sector and have taken personal steps to develop themselves and enrich their profiles in order to have an edge. Are you smart, open to learning, passionate about financial services and looking to join a team of result oriented young professionals? If Yes, WE ARE LOOKING FOR YOU!

Job Details

Job Description

The roles to be filled cuts across both Technical & Non-Technical roles. A job holder will typically be involved in any of the following departments: Investment Banking, Investment Research, Portfolio Management, Legal & other non-technical roles.

Technical Roles:

• Analyze financial statements.
• Participation in due diligence of potential investee companies
• Prepare valuation analysis and build robust financial models for various sectors.
• Execute trades for clients on a best effort basis putting into consideration the urgency of the order, volume weighted average price and other key metrics.
• Identifying and evaluating investment opportunities across different asset classes with a bid to increasing the value of client's assets
• Develop research on domestic & global macro coverages to provide insight into maximizing the CardinalStone’s interest.
• Maintain client's asset allocation and rebalance whenever there are deviations.

Non-Technical Roles:

Investment Advisory (Sales):

• Advise clients on investment portfolios as well as provide personalized investment strategies and build long-term relationships to help clients achieve their financial goals.
• Sell the firm's products and proffering alternative investments and products within the group in a bid to increase Assets under Management (AUM), while also driving the customer acquisition objective of the company.
• Consistently manage and nurture existing client relationships to facilitate repeat business and retention through our end-to-end financial services.
• Grow ‘new-to-firm’ business by actively prospecting through new and existing client relationships
• Follow market trends and stock movements and suggest alternative business strategies to address changing market opportunities.

Institutional Sales:

• You will serve as a Sales & Client Executive for the Securities trading business focused on Institutional clients which includes Insurance companies, asset managers without stockbroking affiliates, PFAs, Corporate, and Fintech companies.
• In this capacity, you will be primarily responsible for growing our business through new client acquisition as well as a component of managing and expanding existing client relationships. You will have direct client coverage responsibilities and also work with senior sales executives to support strategic opportunities.

Operations & Transformation:

• Manage business transformational projects to achieve operational excellence across the organization.
• Work with various teams to develop and integrate tools to streamline processes, improve efficiency and effectiveness, and enhance operational excellence.
• Analyze and identify challenges and opportunities for improvement, as well as evaluate the cost impact and benefits of business change initiatives.

Internal Control:

• Assist in the development and implementation of internal control policies and procedures.
• Conduct regular reviews and assessments of internal controls to identify weaknesses or areas for improvement.
• Oversee electronic trade reporting for fixed-income and equity securities (including Market Making Division)
• Supervision of Back Office Operations (account openings, registrations)
• Support efforts to ensure compliance with relevant laws, regulations, and internal policies.

Trustees:

• Draft, and revise contracts, company policies, trust deeds, MoU, and Contracts of agreements.
• Maintain client base, keeping current Private and Corporate Trust client plans up-to-date and engaging new clients on an ongoing basis.
• Provide clients with a high level of individualized customer service and strategies consistent with their service needs/expectations.
• Provide Trust expertise and professional investment advice using the best services and products available to ensure clients' financial and non-financial goals are met.

Legal & Compliance:

• Draft, and revise contracts, company policies, trust deeds, MoU, and Contracts of agreements.
• Monitoring the activities of the Business Unit is in line with the Investment and Securities Act, SEC Rules and any other guidelines released by the Regulators and rendering appropriate returns on behalf of the business unit to the Regulators as at when due.
• Enforce KYC, AML/CFT compliance for customers, partners, and other parties onboarding
• Regulatory Compliance entails ensuring that returns are rendered as at when due to regulatory authorities such as SEC, NFIU and CBN and other general compliance functions such as training staff on KYC and AML requirements etc.;

Financial Control:

• Compiling and analyzing financial information to prepare financial statements in compliance with regulatory requirements.
• Implement new financial reporting requirements as required by IFRS from time to time
• Review and posting of journal entries.
• Regulatory reporting support and backup

Human Resources:

• Develop, implement, and maintain HR policies, processes, and procedures
• Assist in recruitment activities, onboarding processes and other related functions
• Participate in HR projects and initiatives focused on employee engagement, learning development and process improvement.

Requirements

• 0 - 2 year’s experience
• Bachelor's Degree with a minimum of Second-Class Honors (Upper Division) in a numerical or business related course
• 5 O' level credits (including English & Mathematics) at ONE sitting
• Master’s degree is an added advantage
• Must have completed NYSC
• Must not be older than 26 years old
• Passionate about financial services
• A CIS certificate is an added advantage
• Proficiency on Bloomberg and other applications providing financial information.
• Excellent verbal and written communication skill
• Result driven and open to learning
• Excellent team spirit and interpersonal skills
• Microsoft Office savvy

NOTE: Kindly be informed that only shortlisted candidates will be contacted.

About Company

CardinalStone

https://www.cardinalstone.com/

CardinalStone Limited is a full-service investment banking firm and financial services company with diverse domestic and foreign clientele that began operations in June 2008.Headquartered in Lagos with offices in Abuja, Nigeria, the firm and its licensed subsidiaries offer services encompassing financial advisory, asset management, securities trading, share registration, and consumer finance on a retail and institutional scale and diligently work with its clients to create bespoke solutions for their needs.