Britam Portfolio Manager Job
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Britam Portfolio Manager Job
Portfolio Manager Job, Current Accounting 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 and 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 RFPs.
- 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:
- Bachelor’s degree in Commerce, Finance, Economics, or a 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 a 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 organizational and analytical skills.
- Report writing skills.
Leadership category responsibility framework (Core Competencies)
Team Leaders in Britam need to:
- Operationally led 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 to enable functional leaders to focus on developing strategy.
- Effectively identify and define key performance areas, deadlines, and goals for their team to optimize operational effectiveness.
- Ensure the department has the most appropriate people capability through effective inspirational leadership, people development, effective selection, and optimized succession planning.
- Create a high-performance, proactive culture, and motivated team.
- Monitor operational implementation, budgets, plans, goals, and outputs 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 to be a leader in the industry;
- Effectively manage and communicate change within the department to increase staff and process effectiveness.
- Provide access to accurate and consistent information and services across all channels.
- Adequately manage operational risk.
How To Apply
Closing Date: 15-11-2023
Categories: Accounting Jobs In Kenya
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