Key Responsibilities

• Evaluate and review asset allocation and other investment decisions on an ongoing basis to ensure optimal performance.
• Building & developing strong strategic partnerships/relationships within assigned market and channels.
• Develop a list of approved counterparties for vetting as part of an investment committee
• Evaluate and review asset allocation strategies and other investment decisions impacting on a client portfolio on an ongoing basis to ensure optimal performance
• Attend client’s (existing) meetings to report on portfolio performance and where applicable present the proposed investment strategy for approval.
• Monitor, re-balance and re-align the various portfolios to ensure adherence to client IPS mandates, internal house view and regulatory framework.
• Conduct portfolio analysis to make recommendation regarding asset allocation
• Conduct research on viable opportunities and develop reports on investment analysis to support the investment decision process
• Gather current market intelligence information in conjunction with the research analyst and circulate to the wider asset management team.
• Review customer concerns and ensure appropriate action is taken and where applicable escalate issues to the Head of Fund Management.
• Train and orient new clients and assist all members of staff to enhance their knowledge through appropriate educational opportunities.
• Participate in the development of new investment products.
• Participate in the preparation of requisite documents for new client tenders and make presentations where necessary

The Person

For the above position, the successful applicant should have the following:

• Bachelor’s Degree in (Business related or equivalent) from a recognized institution.
• Professional certification – CFA, CPA, CISA, CCMS, ICIFA, ACCA or part CFA or
• equivalent.
• At least 4 years’ working experience in Portfolio Management
• Knowledgeable in operations of the Capital Markets Authority, Nairobi Security Exchange and Central Depository Settlement Corporation
• Have knowledge of the regulatory environment and have a thorough understanding of the Capital Markets products and services