Portfolio Manager (CICAM) Job at CIC Insurance

  • Published date: July 4, 2022
  • Category: Management & Business Development
    • Location: Nairobi, Nairobi
  • Jop type:
  • Salary: Ksh Not mentioned
  • Company name: Jobs in Kenya

Job Description

Job Description


 


 


CIC Insurance Group Limited, commonly referred to as CIC Group, is an insurance and investment group that operates mainly in Kenya, Uganda, South Sudan and Malawi




PURPOSE:


Responsible for construction and management of client portfolios. He/she is also responsible for client reporting and making investment decisions within an investment committee.


PRIMARY RESPONSIBILITIES:



  • Evaluate and review asset allocation and other investment decisions on an ongoing basis to ensure optimal performance;

  • Attend client’s (existing) meetings to report on portfolio performance and present investment strategy for approval;

  • Monitor, re-balance and re-align the various portfolios to ensure adherence to client mandates, internal house view and regulatory framework;

  • Develop a list of approved counterparties for vetting as part of an investment committee;

  • Conduct portfolio analysis to make recommendation regarding asset allocation;

  • Conduct research on viable opportunities and develop reports on investment analysis to facilitate the investment decision process;

  • Train and orient new clients and assist all members to enhance their knowledge through appropriate educational opportunities;

  • Participate in the development of new investment products and

  • Participate in new client tenders and make presentations where necessary.


PERSON SPECIFICATIONS


Academic Qualifications : Bachelor’s degree in Economics, Finance, Statistics, Commerce, Applied Maths or in a related field.


Professional Qualifications : CFA, ICIFA,


Experience : Minimum of eight (8) years’ relevant experience, four (4) of which at supervisory level


Skills and Attributes



  • Excellent communication and presentation skills

  • Problem solving skills

  • Excellent interpersonal skills

  • Leadership skills

  • Good negotiation skills

  • Good analytical skills

  • Computer literate in MS Office and other office applications

  • Understanding of the working environment /competitors

  • Technical competence in asset management operations




 

Method of Application


Submit your CV and Application on Company Website : Click Here

Closing Date : 11 July. 2022


 

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