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 above benchmarks, conducting research, managing client relationships, and ensuring compliance with internal and external policies.
The company offers a career opportunity within a proudly African group with a strong 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 valuations
Client relationship management
Regulatory compliance and risk 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
Use of investment management systems
Key Requirements
Degree in Finance, Commerce, Actuarial Science or related
CISI and ICIFA certification compliance
Professional qualifications such as CFA, CIFA, CPA, CISI, CAIA
Minimum 7 years financial sector experience
At least 5 years in investment house environment
Knowledge of Kenya financial services industry and regulations