Senior Investment Manager

Key Accountabilities

Investment Duties, 45%

• Key member of the AAML Investment Committee responsible for generating content as guided by the Chief Investment Officer.
  
• Responsible for developing portfolios and delivering investment returns exceeding pre-set benchmarks.
  
• Drive strategic and tactical asset allocation decisions informed by macroeconomic, market, and sector analysis.
  
• Approve investment ideas, trades, and rebalancing actions within delegated limits.
  
• Translate investment strategy into executable portfolio actions.
  
• Monitor portfolios under management and execute rebalancing strategies to bring them in line with agreed investment committee strategies, Investment Policy Statements, Regulatory provisions and ABSA internal control frame works.
  
• Report on client performance in accordance with Global Investment Performance Standards (GIPS).
  
• Uphold and follow the CFA Code of Ethics, Standards of Professional Conduct and relevant ABSA governance provisions.
  
• Ensure investment decisions are backed by high quality and appropriate research and analysis, both internal and external.
  

Business Development, 20%

• Manage existing client relationships to retain and grow business from company’s clients.
  
• Support the Business Development team in presentations to potential clients.
  
• Leverage existing business relationships of the Group to grow company client base.
  
• Keep abreast of latest developments in international and regional markets and assist the Investment/Business Development Team to develop appropriate products for launch.
  

Reporting and Relationship Management, 10%

• Responsible for the scheduled/ad hoc reporting to clients incorporating economic and market overview, portfolio valuation and performance and strategy for the respective funds.
  
• Coordinate with relevant functions to ensure timely and accurate reporting to regulators (CMA/ RBA) as appropriate.
  
• Prepare and present portfolio reviews, performance reports, and investment proposals to Investment Committees, Trustees and High Net Worth Clients.
  
• Engage with clients, trustees, regulators, and auditors as required.
  
• Provide clear explanations of portfolio performance and market development.
  
• Assist in preparation of strategy papers, investment recommendations and reports to the Board, AAML Governance Committees and other relevant stakeholders.
  
• Actively manage relationships with brokers, analysts, issuers and other market participants.
  

Administration, 5%

• Ensure all documentation regarding investment management is complete and up to date.
  
• Liaise with the middle-office department to ensure that management fees are collected promptly.
  

Risk and Compliance, 10%

• Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise-Wide Risk Management Framework and internal Absa Policies and Policy Standards.
  
• Understand and manage risks and risk events (incidents) relevant to the role.
  
• Ensure all investment activities comply with CMA regulations, trust deeds, client mandates, and internal risk limits.
  
• Identify, assess, and mitigate market, credit, liquidity, and concentration risks.
  
• Support stress testing, scenario analysis, and downside risk planning.
  

Accountability: Leadership, 10%

• Lead, coach, and mentor Junior Investment Managers, Analysts, and Dealers.
  
• Set performance objectives and ensure adherence to professional standards.
  
• Foster a strong research‑driven and ethical investment culture.
  
• Work closely with the team leader and other team members to ensure world-class customer service
  
• Constantly seeking better ways of working by challenging the status quo and supporting an empowering climate within the team, sharing best practice, knowledge, experience and providing constructive feedback as required
  
• Provide cover for team members as required.
  
• Support implementation and adoption of change initiatives
  

Preferred Qualification

• A first degree in relevant subjects which may include Finance, Commerce, Actuarial Science etc.
  
• Compliant with the CISI and ICIFA certification requirements
  
• Professional qualifications which may include CFA, CIFA, CPA, CISI, CAIA and/or other relevant professional qualifications in fund management will be an added advantage
  

Preferred Experience

• A minimum of ten (10) years in the financial sector; with at least five (5) years’ work experience gained in an investment house/environment.
  

Knowledge and Skills

• Knowledge of the Kenya financial services industry and regulatory frameworks.
  
• Knowledge of various investment concepts such as risk management and compliance, products, asset classes, alternative investments etc.
  
• Familiarity with investment management systems such as Bloomberg, Refinitiv etc