Main Duties and 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.

Requirements

• Must have a Business related or equivalent Degree from a recognized institution.
• Must have either CFA, CPA, CISA, CCMS, ICIFA, ACCA or part CFA certification or equivalent
• Possession of a master’s degree in finance, Strategic planning or Business will be an added advantage
• 4 or more years’ experience in a Portfolio Management
• Knowledge of 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.