Job Purpose
Responsible for managing investment portfolios for
high-net-worth clients, and other internal funds, ensuring optimal asset
allocation and performance in line with investment objective and risk
tolerance. They work closely with the Head of Wealth Management/CIO and other
team members to deliver comprehensive and customized investment solutions. The
role will involve continuous market analysis, portfolio monitoring, and client
communication to achieve superior investment outcomes.
Key
Responsibilities
Investment Strategy
Development:
- Develop
and implement investment strategies tailored to clients’ financial
objectives and risk profiles.
- Conduct
a thorough analysis of market trends, economic data, and investment
opportunities to inform portfolio decisions.
- Maintain
a deep understanding of various asset classes, including equities, fixed
income, real estate, and alternative investments.
Portfolio Management:
- Manage
and oversee investment portfolios, ensuring they are diversified and
aligned with the agreed-upon strategy.
- Monitor
portfolio performance, rebalance as necessary, and make adjustments to
mitigate risks and capitalize on opportunities.
- Utilize
financial modelling and analysis tools to project potential returns and
risks for different investment scenarios.
Client Communication
and Reporting:
- Provide
regular updates to clients on portfolio performance, market conditions,
and strategic changes.
- Prepare
detailed investment reports and presentations for client meetings.
- Address
client inquiries and concerns promptly, maintaining a high level of client
satisfaction and trust.
Research and Analysis:
- Conduct
in-depth research on investment opportunities, market trends, and economic
developments.
- Stay
updated on regulatory changes and industry best practices to ensure
compliance and optimal portfolio management.
- Collaborate
with research analysts and other experts to gather insights and enhance
investment decisions.
Collaboration and Team
Support:
- Work
closely with wealth managers, financial advisors, and other team members
to develop integrated financial solutions for clients.
- Participate
in internal meetings to discuss investment strategies, market outlook, and
client cases.
- Contribute
to the development of the wealth management division’s strategic
initiatives and goals.
DAILY RESPONSIBILITIES
Market Monitoring and
Research:
- Continuously
monitor financial markets, economic indicators, and global events that may
impact client portfolios. Conduct in-depth research on investment
opportunities and potential risks to stay informed and make data-driven
decisions.
Portfolio Analysis and
Rebalancing:
- Analyze
the performance of client portfolios, ensuring they are aligned with
investment strategies and risk tolerance. Perform regular rebalancing of
portfolios to maintain the desired asset allocation and optimize returns.
Client Communication
and Reporting:
- Prepare
and deliver detailed reports on portfolio performance, market conditions,
and strategic changes to clients. Communicate regularly with clients to
address their concerns, provide updates, and ensure they understand the
rationale behind investment decisions.
Investment Strategy
Development:
- Collaborate
with the wealth management team to develop and refine investment
strategies tailored to individual client goals. Conduct scenario analysis
and financial modelling to evaluate potential outcomes and adjust
strategies as necessary.
Team Collaboration and
Meetings:
- Participate
in daily team meetings to discuss market trends, investment opportunities,
and client cases. Work closely with wealth managers, financial advisors,
and research analysts to integrate insights and support the overall wealth
management objectives.
Requirements
- Must
have a Business related or equivalent Degree from a recognized
institution.
- Must
have CFA, CPA, CISA, CCMS, ICIFA, ACCA or part CFA certification or
equivalent
- Possession
of a Masters 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
How to
Apply
