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