The Assistant Portfolio Manager trades multi-asset portfolios across local and global markets, requiring a Finance/Economics/Business degree, 4–6 years investment experience (3+ in trading), and preferred professional credentials (CISI, CIFA, or CFA candidate). Full-time role in Nairobi.
Purpose of the Role
The Assistant Portfolio
Manager supports the Investment Manager in the day-to-day management of client
portfolios across equities, fixed income, derivatives and money market
instruments, in both local and global markets. The role combines portfolio
management with active dealing, and is crucial for the smooth execution of
investment strategies, effective management of risk and liquidity, timely and
accurate reporting, and adherence to all regulatory guidelines set by the
Capital Markets Authority and the Retirement Benefits Authority.
Key Responsibilities
Key responsibilities for the
position are as hereunder:
Support
the Investment Manager in developing
and executing investment strategies and asset allocation for
client portfolios, and in monitoring portfolio performance and risk
Analyse local and global equity markets, generate investment ideas,
and execute equity trades while managing liquidity and ensuring compliance with
investment mandates
Trade fixed income instruments, including Government
securities and sovereign and corporate Eurobonds; analyse interest rate
movements and manage credit, duration and liquidity risk
Trade derivatives (futures and options) and
Currencies (FX) across global markets, including pricing contracts, managing
leverage and margin requirements, and monitoring real-time market movements
Conduct
market and macroeconomic research, manage client relationships, support client
presentations and marketing initiatives, and identify new business
opportunities
Qualifications, Experience, and Competencies
Qualified candidates are
expected to possess the following
Proven
experience in portfolio management and in trading equities, fixed income
(including Eurobonds), derivatives and FX in both local and global markets
Bachelor’s
degree in Business, Finance, Economics, or a related field; demonstrable
progress toward a Master’s degree is an added advantage
A
professional qualification such as CISI, CIFA, or progress towards the CFA
program is highly desirable
4 – 6
years’ experience in the investment or fund management industry, with at least
3 years in a dealing or trading role
Strong
analytical and quantitative skills, with a solid understanding of financial
modelling, valuation and the pricing of fixed income and derivative instruments
Proficiency
in trading platforms, market data tools (e.g., Bloomberg or Refinitiv) and
advanced Excel
Good
knowledge of CMA and RBA regulations, investment compliance and trade
settlement processes
Excellent
communication and report writing skills, strong client relationship skills, and
a high level of attention to detail and accuracy
Demonstrated
high ethical standards and impeccable integrity
How to Apply
Candidates with the required
qualifications, experience, and competencies who wish to apply for the above
position are required to forward their applications with their CVs, copies of
relevant certificates, and details of current remuneration to the Human
Resources Manager at hr_recruitment@madison.co.ke not later than 18th November
2026.
