Dorbe Leit Consulting Investment Portfolio Manager Jobs in Kenya

Dorbe Leit Consulting Investment Portfolio Manager Jobs in Kenya


Company Description

  • Dorbe-Leit Consulting Limited is a consulting practice providing transformation human resource management based services.

  • We become involved with our clients in their transformation, providing services that are value-adding and measurable in their contribution to our clients’ success.

  • Our client is a leading company in the investment sector who thrives in offering customers attractive opportunities for investment and wealth creation and lifestyle-enriching financial services.

  • The company specializes in a broad range of asset classes carefully tailored to create wealth for its clients and ultimately bolster-economical progress.

  • They have a well client-focused integrated business model with competitive investment performance being core to the service delivery.

  • Our client is looking for a knowledge-driven individual to take up the role of an Investment Portfolio Manager

    Job Description

  • Responsible for managing the investment team to provide research to identify investment opportunities to meet client/prospects needs, manage client investment and oversee the dealing function.

    Duties and Responsibilities

  • Produce incisive research reports at industry, sector and company level.

  • Ensure the investment performance meets the return benchmarks.

  • Develop and analyze potential investment opportunities.

  • Develop and maintain proprietary database and valuation comparable.

  • Perform extensive valuations by building and updating financial statement models.

  • Prepare investment memos and presentation materials.

  • Develop investment strategies encompassing asset allocation and security selection for different asset classes.

  • Manage stakeholders, investment Committee, Trustees.

  • Support commercial client engagements and retention activities.

  • Develop products for dissemination to the public.

  • Construction and simulation financial models.

  • Portfolio structuring and re-structuring

  • Anticipate and manage portfolio risks and regulatory compliance.

  • Conduct research and due diligence to present new and viable investment opportunities.

  • Maintain a working relationship with commercial banks, custodians, investment banks and other industry players in the capital markets.

  • Communicate to internal and external stakeholders on investment philosophies, performance, and advice.

  • Ensure client portfolios aligned to stated investment view and internal policies.

  • Ensure all investments adhere to client mandates.

  • Evaluate, monitor and prepare reports on investment performance.

  • Knowledge transfer and mentor other team members.

  • Oversee dealing functions.

    Strategy

  • Formulate long and short term investment strategies(asset allocation strategies, risk mitigation strategies, trading strategies, etc.) that link to the overall long term strategies.

  • Identify investment trends and opportunities across all asset classes.

  • Execute and monitor the investment strategy of the portfolios.

  • Tracking all key investment KPIs for the business and for investment portfolios.

  • Propose action plans to ensure investment objectives are met.

  • influential way.

    Fundraising

  • Be the key contact person for all fundraising efforts within the HNWI, and institutional investors.

  • Co-ordinate all due diligence meetings with investors.

  • Direct the development of marketing materials for all products and customized solutions during fundraising.

  • Coordinate investors meetings and roadshows with the investor relations/business development teams.

    Investment Process

  • Establish an effective and well-organized investment process. This involves both new processes a redesigning existing ones.

  • Ensure the investments process are aligned to the strategies in place.

  • Monitor all designed investment processes and take end to end responsibility of the process.

    Investment Research and Analysis

  • Organize regular investment reports and reviews, including quantitative and qualitative portfolio studies.

  • Supervise market-related research and information dissemination to clients and investors.

  • Supervise all investment analysis prior to investment strategy implementation.

  • Lead the evaluation of potential investment opportunities and make recommendations.

    Asset Origination

  • Analyzing micro/macro trends to spot promising market opportunities for investment.

    Portfolio Management

  • Clearly identify and ensure all portfolio objectives are documented and cascaded.

  • Direct the key decisions on the portfolio strategies and implementation.

  • Review portfolio performance to projected performance and/or agreed benchmark performance while being cognizant of market conditions and risks.

    Reporting

  • Responsible for ensuring all reporting
    whether internal or external is prepared in an accurate and timely manner.

  • To develop and implement new versions of reports, analyses, graphs, etc. to meet the changing business needs.

  • To provide feedback to senior management and other staff including the board on the daily/weekly/monthly/quarterly performance information and other management reports as required.

  • Provide investment evaluation reports to investment committees in a timely manner.

  • Report on portfolio performance to senior management, board, investment committees and clients based on agreed timelines.

  • Product Development.

  • Lead the structuring and or restructuring of investment products from identified market opportunities.

    Risks

  • Effectively and clearly identify and communicate potential investment risks in a timely manner.

  • Take steps to mitigate the risks.

  • Ensure risk methodologies for portfolio management are modeled and implemented in all portfolios.

  • Team Leader.

  • Recruit and develop a high-quality investment team for the company.

  • Lead the team that will deliver on the implementation of investment strategy and its activities.

  • Get the highest possible results from the team to achieve superior investment performance and revenue generation from performance.

    Brand Building

  • Play a key role in establishing a presence in the market for AAAM and a value-add contributor to the digital platform marketing efforts.

  • Be involved in PR campaigns, newspaper articles, magazine articles, and blogs.

  • Representing the firms in conferences as a key contributor or panel participant.

    Qualifications

  • Minimum B.Com Finance, Business Administration, Economics, Statistics, Applied Mathematics, Commerce, Accounting or Actuarial Science.

  • MBA in Finance, Business Administration, Economics, Statistics, Applied Mathematics, Commerce, Accounting or Actuarial Science an added advantage.

  • CFA, CAI, ACCA, CFAM, CPA (K), CSAT or SITA certification.

  • At least five years of experience within the financial services sector or fixed income research and analysis, trading and investment management.

  • Exposure to data sources such as Bloomberg, Reuters or CapiQ.

  • Able to apply valuation principles using DCF analysis, comparable company, precedent transaction.

    Authority Level

  • Makes strategic decisions as part of Investment Committee.

  • Sets investment performance targets.

  • Develops options by which work should be accomplished.

  • Assists in the development of investment procedures.

    Additional Information

    Personal Attributes

  • Passion for financial markets.

  • The high degree of honesty and integrity.

  • Strong work ethic.

  • Solution driven and ability to spot underlying patterns.

  • Highly numerate, methodical in prioritizing work and multi-tasking and able to demonstrate attention to detail with great communication skills.

  • Ability to work with discretion when dealing with confidential information.

  • Ability to respond positively to change and work under pressure.

  • Ability to exercise a high degree of independent judgment and to make interpretative decisions.

  • Deadline driven.

    Competencies

  • Excellent valuation and modeling skills.

  • Proficiency in customary data sources (Bloomberg, Reuters or CapiQ).

  • Excellent communication skills.

  • Excellent presentation skills.

  • Negotiation, mediation and influencing skills.

  • Familiar with the current Retirement Benefits Authority and Capital Markets Authority Regulations.

  • Conversant with the investment industry in Kenya .

  • Understanding business strategy and creating value add strategies for investment portfolios.

  • Investment risk management.

  • Ensuring regulatory compliance for regulated products.

  • Research and analysis experience.

  • Working knowledge of IFRS.

  • Designing and implementing investment processes across asset classes and investment products.

  • Investment operations.

    How to Apply

  • For more information and job application details, see; Dorbe Leit Consulting Investment Portfolio Manager Jobs in Kenya


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