Portfolio Manager - Fund & Wealth, KCB Investment Bank

Key Responsibilities

1. Investment Strategy Development

• Develop and implement tailored investment strategies based on client objectives and risk profiles
  
• Analyze market trends, economic indicators, and emerging opportunities to guide investment decisions
  

• Maintain strong expertise across asset classes including equities, fixed income, real estate, private equity, and alternative investments
  

  
  

2. Portfolio Management

• Manage and oversee diversified investment portfolios aligned with strategic goals
  
• Monitor performance, rebalance portfolios, and adjust strategies to manage risk and maximize returns
  
• Apply financial modeling and analytical tools to evaluate investment scenarios
  

3. Client Communication & Reporting

• Provide regular portfolio updates and market insights to clients
  
• Present investment strategies to institutional investors, pension funds, and high-net-worth individuals
  
• Prepare high-quality reports and presentations for client engagements
  
• Address client queries promptly while maintaining strong relationships and trust
  

4. Research & Analysis

• Conduct in-depth research on markets, asset classes, and macroeconomic conditions
  
• Stay updated on regulatory developments and industry best practices
  
• Collaborate with research teams to enhance investment decision-making
  
• Support due diligence, valuation analysis, and credit risk assessments
  

5. Collaboration & Team Support

• Work closely with wealth managers and advisors to deliver integrated financial solutions
  
• Contribute to strategy discussions, market outlook sessions, and client case reviews
  
• Support the division’s strategic initiatives and growth objectives
  

Minimum Qualifications-Academic & Professional

Mandatory:

• Bachelor’s Degree from a recognized university
  
• Professional certification (e.g., CFA, CPA (K), CISA, CCMS, ICIFA, or CISI – Part 3)
  

Experience

• Minimum of 5 years’ relevant experience in portfolio or fund management
  

Core Experience (minimum 3 years in most areas below):

• Portfolio or Fund Management
  
• Compliance & Risk Management
  
• Financial Modelling & Valuation
  
• Business Development
  
• Relationship Management
  
• Alternative Investments
  

Additional Advantage:

• Master’s Degree in Business or a related field
  

• Market Research & Asset Allocation
  

Key Competencies

• Strong analytical and financial modelling skills
  
• Deep understanding of investment markets and instruments
  
• Excellent client relationship and communication skills
  
• Strategic thinking and decision-making ability
  
• High level of professionalism and integrity