Main Duties and Responsibilities
Evaluate and review asset allocation and other investment decisions on an ongoing basis to ensure optimal performance.
Building & developing strong strategic partnerships/relationships within assigned market and channels.
Develop a list of approved counterparties for vetting as part of an investment committee.
Evaluate and review asset allocation strategies and other investment decisions impacting on a client portfolio on an ongoing basis to ensure optimal performance.
Attend client’s (existing) meetings to report on portfolio performance and where applicable present the proposed investment strategy for approval.
Monitor, re-balance and re-align the various portfolios to ensure adherence to client IPS mandates, internal house view and regulatory framework.
Conduct portfolio analysis to make recommendation regarding asset allocation.
Conduct research on viable opportunities and develop reports on investment analysis to support the investment decision process.
Gather current market intelligence information in conjunction with the research analyst and circulate to the wider asset management team.
Review customer concerns and ensure appropriate action is taken and where applicable escalate issues to the Head of Fund Management.
Train and orient new clients and assist all members of staff to enhance their knowledge through appropriate educational opportunities.
Participate in the development of new investment products.
Participate in the preparation of requisite documents for new client tenders and make presentations where necessary.
Requirements
Must have a Business related or equivalent Degree from a recognized institution.
Must have either CFA, CPA, CISA, CCMS, ICIFA, ACCA or part CFA certification or equivalent
Possession of a master’s degree in finance, Strategic planning or Business will be an added advantage
4 or more years’ experience in a Portfolio Management
Knowledge of operations of the Capital Markets Authority, Nairobi Security Exchange and Central Depository Settlement Corporation
Have knowledge of the regulatory environment and have a thorough understanding of the Capital Markets products and services.
Apply via :
eoin.fa.em3.oraclecloud.com
