Job Summary
- The role holder key responsibility is execution of investment
strategies and activities for assigned portfolios in line with client
Investment Policy Statement (IPS) documents and as guided by regulatory
requirements and the Group’s policies.
- Support the delivery of the firm’s revenues &
profitability.
Key accountabilities/Deliverables/Outcomes
Investment Duties
- Key member of the AAML Investment Committee responsible for
generating content as guided by the Chief Investment Officer.
- Responsible for developing portfolios and delivering
investment returns exceeding pre-set benchmarks.
- Ensure timely and coordinated implementation of Investment
Committee decisions.
- Monitor portfolios under management and execute rebalancing
strategies to bring them in line with agreed investment committee
strategies, Investment Policy Statements, Regulatory provisions and ABSA
internal control frame works.
- Report client performance in accordance with Global Investment
Performance Standards (GIPS).
- Uphold and follow the CFA Code of Ethics, Standards of
Professional Conduct and relevant ABSA governance provisions.
- Ensure investment decisions are backed by high quality and
appropriate research and analysis, both internal and external.
Business Development
- Manage existing client relationships in order to retain and
grow business from company’s clients.
- Support the Business Development team in presentations to
potential clients.
- Leverage existing business relationships of the Group to grow
company client base.
- Keep abreast of latest developments in international and
regional markets and assist the Investment/Business Development Team to
develop appropriate products for launch.
Reporting and Relationship Management
- Responsible for the scheduled/ad hoc reporting to clients
incorporating economic and market overview, portfolio valuation and
performance and strategy for the respective funds.
- Coordinate with relevant functions to ensure timely and
accurate reporting to regulators (CMA/ RBA) as appropriate.
- Making presentations to Client’s Investment Committees/
Trustees/ Fund secretaries.
- Assisting in preparation of strategy papers, investment
recommendations and reports to the Board, AAML Governance Committees and
other relevant stakeholders.
- Actively manage relationships with brokers, analysts, issuers
and other market participants.
Administration
- Ensure all documentation regarding investment management are
complete and up to date.
- Liaise with Operations to ensure that management fees are paid
promptly.
Risk and Compliance
- Ensure that all activities and duties are carried out in full
compliance with regulatory requirements, Enterprise-Wide Risk Management
Framework and internal Absa Policies and Policy Standards. Understand and
manage risks and risk events (incidents) relevant to the role.
Preferred Qualification
- A first degree in relevant subject which may include Finance,
Commerce, Actuarial Science etc.
- Compliant with the CISI and ICIFA certification requirements
- Professional qualifications which may include CFA, CIFA, CPA,
CISI, CAIA and/or other relevant professional qualifications in fund
management will be an added advantage.
Preferred Experience
- A minimum of Seven (7) years in the financial sector; with at
least five (5) year work experience gained in an investment
house/environment.
Knowledge And Skills
- Knowledge of the Kenya financial services industry and
regulatory frameworks.
- Knowledge of various investment concepts such as risk
management and compliance, products, asset classes, alternative
investments etc.
- Familiarity with investment management systems such as
Bloomberg, Refinitiv etc
Behavioral Competencies
Interpersonal Skills And Fosters Teamwork.
- Has a strong presence and can interact effectively with the
relevat governance and team structures in place in the business. Able to
build relationships, influence, motivate and encourage consensus amongst
peers, clients, and stakeholders at all levels and of different cultures
and capacities, to produce high quality results.
Problem solver/ takes decisions.
- Capacity for sound judgment and the ability to think
strategically. Enthusiastic, pragmatic, and energetic hands-on individual
with an entrepreneurial spirit and a bias towards action and resolving
issues quickly.
Ethical behavior and business practices
- ensures own behavior and the behavior of others is consistent
with ethical standards and acceptable business practices. Aligned to the
values of the business.
Organizer/ planner
- Ability to manage competing priorities in a high-pressure
environment. Sets priorities and goals, and monitors progress. Implements
action plans and evaluates process and results.
Technical Competencies
Understanding and appreciation of fiduciary
responsibility, personal integrity, and professionalism.
- Consistently demonstrates honesty, integrity, and ethical
behavior in order to builds a foundation of trust.
Effective communicator
- Communicates in a clear and timely manner using appropriate
and effective communication tools and techniques.
Business focus
- Commercially astute, attuned to regulatory and statutory
obligations; understand the local and regional business environment. In
tune with business and client priorities
Adaptability to change.
- Ability to support process improvement and the development of
technology to achieve business goals. Decisively responds to challenges in
a changing environment and has the ability to influence change within
others and cause positive outcomes.
Education
- Higher Diplomas: Business, Commerce and Management Studies
(Required)
How To Apply
