Portfolio Manager - Fund & Wealth, KCB Investment Bank

The Portfolio Manager – Fund & Wealth will be responsible for growing and managing investment portfolios for high-net-worth clients and internal funds, ensuring optimal asset allocation and performance in line with investment objectives and risk tolerance.

The role works closely with the Head/General Manager, Fund & Wealth Management, and other team members to deliver comprehensive and tailored investment solutions. It involves continuous market analysis, portfolio design and monitoring, and client engagement to achieve superior investment outcomes.

Key Responsibilities:

Investment Strategy Development:
• Develop and implement investment strategies tailored to clients’ financial objectives and risk profiles.
• Conduct a thorough analysis of market trends, economic data, and investment opportunities to inform portfolio decisions.
• Maintain a deep understanding of various asset classes, including equities, fixed income, real estate, private equity and alternative investments.

Portfolio Management:
• Manage and oversee client investment portfolios, ensuring they are diversified and aligned with the agreed-upon strategy.
• Monitor portfolio performance, rebalance as necessary, and make adjustments to mitigate risks and capitalize on opportunities.
• Utilize financial modeling and analysis tools to project potential returns and risks for different investment scenarios.

Client Communication and Reporting:
• Provide regular updates to clients on portfolio performance, market conditions, and strategic changes.
• Pitching investment strategies to institutional investors, pension funds, high networth clients etc and providing ongoing hig-quality performance reporting.
• Prepare detailed investment reports and presentations for client meetings.
• Address client inquiries and concerns promptly, maintaining a high level of client satisfaction and trust.
Research and Analysis:
• Conduct in-depth research on investment opportunities, market trends, and economic developments.
• Stay updated on regulatory changes and industry best practices to ensure compliance and optimal portfolio management.
• Collaborate with research team and other experts to gather insights and enhance investment decisions.
• Collaborate with the research team in conducting financial, operational, due diligence processes and building financial models to assess the valuation and credit risk of potential investments

Collaboration and Team Support:
• Work closely with wealth managers, financial advisors, and other team members to develop integrated financial solutions for clients.
• Participate in internal meetings to discuss investment strategies, market outlook, and client cases.
• Contribute to the development of the division’s strategic initiatives and goals.

The Ideal Candidate: Academic, Professional & Experience:
a) Academic and Professional Qualifications
• Bachelor’s Degree from a recognized university
• At least one of the following professional qualifications:
CFA, CPA (K), CISA, CCMS, ICIFA, or CISI (Part 3)
• A master’s degree in business or a related field will be an added advantage
b) Experience
• A minimum of five (5) years’ relevant professional experience
• Demonstrated experience (at least three (3) years) in the following areas:
o Client portfolio management or fund management
o Compliance and risk management within fund and portfolio management
o Financial modelling and valuation
o Business development
o Relationship management
o Alternative investments
• Exposure to market research and asset allocation will be an added advantage

The above position is a demanding role for which the Bank will provide a competitive remuneration package to the successful candidate. If you believe you can clearly demonstrate your abilities to meet the criteria given above, please log in to our Recruitment portal and submit your application with a detailed CV.

Qualified candidates with disability are encouraged to apply.
Only candidates who meet the above criteria will be considered, and only shortlisted candidates will be contacted.