Portfolio Manager at - Nairobi, Kenya - Britam

Description

Britam is a leading diversified financial services group, listed on the Nairobi Securities Exchange. The group has interests across the Eastern and Southern Africa region, with operations in Kenya, Uganda, Tanzania, Rwanda, South Sudan, Mozambique and Malawi


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.

Requirements

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.

Leadership category responsibility framework (Core Competencies)

Team Leaders in Britam need to:
Operationally lead a team to service customers from a sustainable and growing customer base whilst increasing profit.
Ensure the company's objectives are met by being a vision carrier and by implementing strategy and operational outputs.
Effectively run the business and manage staff in order to enable functional leaders to focus on developing strategy.

Effectively identify and define key performance areas, deadlines and goals for their team in order to optimise operational effectiveness.

Ensure the department has the most appropriate people capability through effective inspirational leadership, people development, effective selection and optimised succession planning.

Create a high performance, proactive culture and motivated team.
Monitor operational implementation, budgets, plans, goals and outputs in order to ensure alignment with the departmental strategy.
Ensure that department priorities are adhered to and effectively communicated.
Effectively disseminate knowledge within the correct context, towards subordinates as well as management.
Appropriately model the company values while setting the pace and energy for delivering.
Benchmark operational activities internally as well as externally in order to be a leader in the industry;
Effectively manage and communicate change within the department in order to increase staff and process effectiveness.
Provide access to accurate and consistent information and services across all channels.
Adequately manage operational risk.