Portfolio Management
Duties and Responsibilities entail:
i. Managing, relationships with investees.
ii. Collecting and analyzing investment portfolio data to monitor investment returns and risk levels.
iii. Monitoring and report risk in assigned investment geographics.
iv. Identifying high risk in vestments and propose strategies to mitigate risk.
v. Coordinating with Investment appraisal department to ensure effective and timely communications of the progress and impact of the investment portfolio.
vi. Coordinating with Investment Officers to ensure regulatory, reporting
vii. Ensuring compliance in investment geographies.
viii. Participating in investor meetings and calls to provide portfolio updates.
ix. Providing content for concept notes and proposals to potential investors.

Requirements

b) Person Specifications
i. At least eight (8) years' relevant work experience, four (4) of which must have been in a supervisory role.
ii. Master's degree in in any of the following disciplines: Commerce, Business, Economics, Engineering or any other relevant field from a recognized institution;
iii. Bachelor's degree in any of the following disciplines: Commerce, Business, Economics, Engineering or any other relevant field from a recognized institution;
iv. Merit and ability as shown in work performance
v. Certificate in Management Course lasting not less than four (4) weeks
vi. Meets the requirements of Chapter six of the Constitution

Professional Qualification (Added Advantage)

Certified qualification in any of the following; Financial Analyst (CFA), Investment and Financial Analyst (CIFA), Public Accountant (CPA (K) or Association of Certified Chartered Accountant (ACCA (UK) or equivalent qualification from a recognized institution;
Member of a relevant professional body

c) Skills and Competencies
i. Strong interpersonal skills and communication skills, adept at concise communications.
ii. Outstanding client relationship development and management skills.
iii. Ability to work independently and as part of a team.
iv. High degree of Excel proficiency - the ability to create and maintain spread sheets with accuracy.
v. Aptitude for presenting financial information in understandable formats for multiple audiences.
vi. Proactive problem-solving attitude.

Required skills

Portfolio ManagementInvestment portfolio data analysisRisk monitoring and risk reportingRisk identification and mitigation strategyInvestee and investor relationship managementCross-functional coordination with investment appraisal and officersRegulatory compliance in investment geographiesInvestor relations and presentation deliveryAdvanced Excel and spreadsheet modelling with accuracyProposal and concept note writingTeam leadership and supervisory managementConcise communication and interpersonal skillsProactive problem-solvingData collection and management for portfolio monitoring

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