Investment Manager And Analyst

yourfuturetoday.co.za

Investment portfolio management
Financial modeling and valuation
Regulatory compliance and risk management
The role holder is responsible for executing investment strategies and activities for assigned portfolios in line with client Investment Policy Statements and regulatory requirements

Job Summary

  • The role holder is responsible for executing investment strategies and activities for assigned portfolios in line with client Investment Policy Statements and regulatory requirements.
  • Key duties include developing portfolios, delivering returns exceeding benchmarks, conducting research, managing client relationships, and ensuring compliance with internal and external policies.
  • The position offers the opportunity to be part of a proudly African group with a rich history and regional and international expertise, supporting career development and growth.

Matching Summary

The role holder is responsible for executing investment strategies and activities for assigned portfolios in line with client Investment Policy Statements and regulatory requirements.

Skills & Requirements

Must-have

  • Investment portfolio management
  • Financial modeling and valuation
  • Regulatory compliance and risk management
  • Client relationship management
  • Investment research and analysis
  • Reporting to clients and regulators

Nice-to-have

  • Macro-economic forecasting
  • Business development support
  • Presentation and communication skills
  • Knowledge of regional and international markets
  • Team collaboration and coordination

Key Requirements

  • Degree in Finance, Commerce or related field
  • CISI and ICIFA certification compliance
  • Professional qualifications such as CFA, CIFA, CPA, CISI, CAIA
  • Minimum 7 years financial sector experience
  • At least 5 years investment house experience
  • Knowledge of Kenya financial services industry
  • FETC in Business, Commerce and Management Studies

Work Rights

Not specified

Tailored Resume

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