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 to exceed benchmarks, conducting research and financial valuations, 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
client relationship management
regulatory compliance and risk management
investment strategy execution
performance reporting to clients
Nice-to-have
knowledge of Kenya financial services industry
experience with Bloomberg and LSEG systems
team collaboration and meeting facilitation
business development support
market intelligence gathering
Key Requirements
degree in Finance, Commerce or Actuarial Science
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 regulatory frameworks