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Officer, Portfolio Management

CPF Financial Services

Accounting, Auditing & Finance

New
1 week ago

Job Summary

This position is responsible for analysing investment portfolios to determine asset allocation opportunities to maximise return or minimise investment risk, review and implement the underlying investment guidelines and structuring the portfolios accordingly whilst managing the client relationship and business development.

  • Minimum Qualification:Bachelor
  • Experience Level:Mid level
  • Experience Length:2 years

Job Description/Requirements

Our Client, CPF Financial Services Ltd, is a Group of Companies with interests in retirement benefits administration, real estate management, insurance brokerage, information technology & renewable energy as well as management advisory services, is seeking to recruit a high-caliber, results-oriented, experienced and highly skilled professional to drive the delivery of the expanded mandate.

Job Title: Officer, Portfolio Management
Directorate/Division: Finance and Commercial Services
Section/ Unit: Asset Management
Reports to: Principal Officer, Portfolio Management
Direct Reports:
● N/A

Job purpose:
This position is responsible for analysing investment portfolios to determine asset allocation opportunities to maximise return or minimise investment risk, review and implement the underlying investment guidelines and structuring the portfolios accordingly whilst managing the client relationship and business development.

Key duties and responsibilities:
1. Implement asset allocation decisions amongst client portfolios and general management of all publicly traded asset classes including reviewing, analysing, and re-balancing client portfolios based on asset allocation targets and in compliance with investment policies.
2. Research and present new and viable investment opportunities.
3. Review and improve financial models, critically analyse market research, and assess the impact on portfolio and provide risk mitigation insight.
4. Participate in conducting research and due diligence on potential investment opportunities.
5. Report to the client as per agreed timelines and ensure investment Service Level Agreements are adhered to.
6. Develop and maintain relationships with contacts within the investment industry to conduct searches and gain knowledge on appropriate investment opportunities.
7. Implement best operational and risk management practises in private equity portfolio management.
8. Lead investment analysts in conducting analysis of investment opportunities.
9. Research and present new and viable investment opportunities.
10. Maintain a cash flow allocation forecast model.
11. Review and improve financial models, critically analyse market research, and assess the impact on portfolio and provide risk mitigation insight.
12. Manage relationships with the clients.
13. Participate in business development activities.
14. Prepare and present daily/weekly/monthly reports to management for decision making.
15. Perform any other duties as may be assigned from time to time.

Knowledge, experience, and qualifications required
Academic & Professional Qualifications/Memberships to professional bodies:

1. A Bachelor’s Degree in Finance, Accounting, Economics, or a related field.
2. Professional qualification in securities and investments, CIFA, CISI Level 3, ACCA, CPA(K), CFA level 1 or its equivalent.
3. Member of Chartered Institute of Securities and Investments (CISI), Institute of Chartered Investment and Financial Analysts (ICIFA), Institute of Certified Public Accountants of Kenya (ICPAK) or its equivalent.

Experience Required:

1. At least 2 years relevant experience in a similar organisation or busy function.

Role Competencies

Technical Competencies:

1. Knowledge of relevant laws and regulations
2. Strategic planning
3. Project management skills
4. Relationship management and negotiation
skills
5. Investment and asset management
6. Knowledge of investment reporting systems
7. Financial acumen
8. Data analysis skills
9. Knowledge of capital markets
10. Portfolio and deals analysis

Behavioural Competencies:

1. Customer Focus
2. Cultivate Innovation
3. Nimble Learning
4. Collaborates
5. Technology Savvy


Key Stakeholders
Internal:

1. Managers
2. Department staff
3. Internal staff

External:
1. Capital Markets Authority
2. Other regulatory authorities
3. CPF Customers
4. Real Estate industry players

Applications including Curriculum vitae, Testimonials, contact email and daytime telephone contacts, current position and remuneration, names and addresses of three referees should be emailed to recruitment@cpf.or.ke. Attach valid copies of the following documents:

Only short-listed candidates will be contacted.

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