Portfolio Manager

Who We’re Looking For

Essential Knowledge/Skills and Experience Required:

• Bachelor’s degree in Finance, Economics, Mathematics, Actuarial Science, Financial Engineering, or a related field from a recognized institution.
  
• Professional qualifications such as CFA (Chartered Financial Analyst), ICIFA (Institute of Certified Investments and Financial Analyst) , CISI (Chartered Institute for Securities and Investments), or equivalent are highly desirable.
  
• Minimum of 8 years of relevant experience.
  
• In-depth knowledge of Kenyan, East African, and global financial markets, including but not limited to equities, fixed income, alternative investments. Familiar with regulatory frameworks.
  

Key Competencies:

• Integrity: Commitment to ethical investment practice, regulatory compliance and industry best practice.
  
• Investment Expertise: Demonstrate knowledge of asset allocation, security selection, portfolio construction and rebalancing across fixed income, equities and alternative assets.
  
• Research and Modelling: Advanced skills in financial modelling, data analysis, and interpreting market trends using tools such as Bloomberg, AI applications.
  
• Communication: Have excellent verbal and written skills to present complex investment reports plainly to a wide audience
  
• Collaboration: Ability to work effectively across multiple functional teams to deliver client needs and company objectives.
  

Investment Strategy & Execution

• Design, implement, and manage investment strategies tailored to client risk profiles, investment objectives and market conditions
  

Portfolio Construction & Rebalancing

• Create optimal portfolios that adhere to house view, client Investment Policy Statement and relevant regulations.
  
• Continuously monitor and adjust portfolios to reflect market expectations and client needs.
  
• Participate in research & review of investment opportunities.
  
• Generate returns in excess of benchmarks and peers
  

Relationship Management

• Maintain a cordial relationship with clients, custodians, administrators, regulators and other critical service providers/ stakeholders
  
• Strive to anticipate and solve client problems so as to keep relationships warm and maintain mandates.
  
• Ensure that reports to clients are comprehensive, accurate and timely and that clients are informed of investment opportunities available to them
  

Risk Management & Compliance

• Ensure compliance with regulatory standards, client requirements and internal policies.
  

Business Development Support

• Support the Business Development team in obtaining new mandates and maintaining existing clients.
  

People

• Participate in company events such as webinars/ seminars/ workshops/ media briefings etc. offering training to the general public as well as existing and potential clients.
  
• Mentor and coach the fledglings in the team.
  

Innovation

• Provide support in investment product and business development, process streamlining and other opportunities to enhance value to clients and the company.