Britam Portfolio Manager Jobs in Kenya

Britam Portfolio Manager Jobs in Kenya



Job Purpose:

Manage client portfolios as per mandate.

Key responsibilities:

  • Maintain a perspective on current and future economic conditions and industry trends.

  • Assess potential investment opportunities across traditional and non- traditional asset classes.

  • Assist in generating ad hoc reports as necessary for presentations to internal and external
    stakeholders.

  • Attend and present at clients’ board of trustee and annual general meetings actively contribute towards coming up with superior asset allocation and security selection decisions.

  • Implement investment strategies while adhering to RBA, CMA and client mandates as applicable.

  • Support the business development team in pitching for business and preparation of RFP’s.

  • Participate in product development initiatives.

  • Construct and rebalance portfolios.

  • Support BAM UG as per the hub and spoke model.

  • Delegated Authority: As per the approved Delegated Authority Matrix.

  • Perform any other duties as may be assigned from time to time.

    Knowledge, experience and qualifications required:

  • Bachelors degree in Commerce, Finance, Economics or related field.

  • 6-10 years’ experience in financial markets with hands on exposure to equities, interest bearing assets, property and private equity, 3 of which must be in a supervisory capacity.

  • CFA Finalist.

  • Member of relevant professional body.

    Technical/ Functional competencies:

  • Knowledge and applied professional understanding of the principles and practices of institutional investment management.

  • Knowledge of capital markets.

  • Portfolio analysis.

  • Excellent organisational and analytical skills.

  • Report writing skills.

    How to Apply

    For more information and job application details, see; Britam Portfolio Manager Jobs in Kenya

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