Key Responsibilities
Investment Strategy Development
- Develop and implement tailored investment strategies based on client objectives and risk profiles
- Analyze market trends, economic indicators, and emerging opportunities to guide investment decisions
- Maintain strong expertise across asset classes including equities, fixed income, real estate, private equity, and alternative investments
Portfolio Management
- Manage and oversee diversified investment portfolios aligned with strategic goals
- Monitor performance, rebalance portfolios, and adjust strategies to manage risk and maximize returns
- Apply financial modeling and analytical tools to evaluate investment scenarios
Client Communication & Reporting
- Provide regular portfolio updates and market insights to clients
- Present investment strategies to institutional investors, pension funds, and high-net-worth individuals
- Prepare high-quality reports and presentations for client engagements
- Address client queries promptly while maintaining strong relationships and trust
Research & Analysis
- Conduct in-depth research on markets, asset classes, and macroeconomic conditions
- Stay updated on regulatory developments and industry best practices
- Collaborate with research teams to enhance investment decision-making
- Support due diligence, valuation analysis, and credit risk assessments
Collaboration & Team Support
- Work closely with wealth managers and advisors to deliver integrated financial solutions
- Contribute to strategy discussions, market outlook sessions, and client case reviews
- Support the division’s strategic initiatives and growth objectives
Minimum Qualifications-Academic & Professional
Mandatory:
- Bachelor’s Degree from a recognized university
- Professional certification e.g., CFA, CPA K, CISA, CCMS, ICIFA, or CISI – Part 3
Experience
- Minimum of 5 years’ relevant experience in portfolio or fund management
Core Experience minimum 3 years in most areas below:
- Portfolio or Fund Management
- Compliance & Risk Management
- Financial Modelling & Valuation
- Business Development
- Relationship Management
- Alternative Investments
Additional Advantage:
- Master’s Degree in Business or a related field
- Market Research & Asset Allocation
Key Competencies
- Strong analytical and financial modelling skills
- Deep understanding of investment markets and instruments
- Excellent client relationship and communication skills
- Strategic thinking and decision-making ability
- High level of professionalism and integrity
