(Job Ref No.HR/048/17)
The successful candidate will be responsible for creating and managing investment allocations for client’s institutional or corporate investors in line with Retirement Benefits Authority (RBA) &Capital Markets Authority (CMA)Guidelines so as to achieve the client’s investment objectives.
Portfolio Manager Job Responsibilities
Participate actively in the development and implementation of investment strategies, including overall asset allocation decisions and underlying investment selection in coordination with the investment committee and in line with the Fund’s investment policy
Ensure Investment Committee recommendations are promptly executed in line with RBA and the Investment Policy Statement (IPS)limits
Report to the Trustees on the fund’s performance, key transactions undertaken during the reporting period as well as proposed strategy for the coming period
Sell Nat bank Trustee & Investment Company products which include Retirement Schemes’ Management, wealth management, and retail investment.
Oversee proper cash management as per set guidelines by ensuring cash is swept within two days and the funds availed for payments within 7 days
Proactively search for new investment opportunities and submit proposals on their suitability to the Board of Trustees
Rebalance the client portfolios to align them to IPS at least once monthly.
As a member of the Investment Committee, thoroughly analyze the assumptions for valuation models and critically interrogate the recommendations made by the Research Team
Continually advise Management on new products and improvements that can grow the funds under management
Work with other specialist investment consultants including offshore partners and property agents so as to maximize Scheme’s returns
Effectively communicate the Banks investment process, overall economic and investment outlook for client meetings and internal and external communication
Attend the Quarterly Board of Trustees meeting and present the Investment Management
Quarterly report, the economic commentary and the strategies for the next quarter
Liaise with the client in all matters pertaining to the retirement fund including payments and with external consultants appointed by the scheme e.g. auditors, Administrators, Custodians & Actuaries
Continually Train Trustees on new Market Developments including changes in legislation and new products e.g. Real Estate Investment Trusts (REITS) And Derivatives
Qualifications for the Portfolio Manager Job
Bachelor of Commerce Finance Option/ Degree in Actuarial Science, Statistics, or any other Finance related course
MBA or Msc. in Finance will an added advantage
At least five (5) years experience in a busy Investment Management or Insurance firm
Experience in Pension fund management industry will be an added advantage
Experience in Marketing & Business Development
Proficiency in computer applications
Demonstrated knowledge of Financial markets
Good knowledge of CMA and RBA regulations
Chartered Financial Analyst (CFA) qualification, level 1
Institute of Chartered Investment Financial Analyst (ICIFA) practising member
Chartered Institute of Securities & Investment (CISI) stage one certification
Strong analytical skills
Client relationship management skills
Excellent written and oral communication skills
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Send your CV and application letter showing how you meet the role requirement stated above to Recruitment@nationalbank.co.ke by 6th September 2017. Please state your current and expected remuneration Please note that applications received after the deadline will not be considered. Only shortlisted candidates will be contacted for the next stage/s of the process. 

Apply via :

Recruitment@nationalbank.co.ke