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
  • 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

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Closing Date: 15-11-2023