Portfolio Manager - Fund & Wealth, KCB Investment Bank at KCB Bank Kenya

Key Responsibilities

Investment Strategy Development


Develop and implement tailored investment strategies based on client objectives and risk profiles
Analyze market trends, economic indicators, and emerging opportunities to guide investment decisions
Maintain strong expertise across asset classes including equities, fixed income, real estate, private equity, and alternative investments


Portfolio Management


Manage and oversee diversified investment portfolios aligned with strategic goals
Monitor performance, rebalance portfolios, and adjust strategies to manage risk and maximize returns
Apply financial modeling and analytical tools to evaluate investment scenarios


Client Communication & Reporting


Provide regular portfolio updates and market insights to clients
Present investment strategies to institutional investors, pension funds, and high-net-worth individuals
Prepare high-quality reports and presentations for client engagements
Address client queries promptly while maintaining strong relationships and trust


Research & Analysis


Conduct in-depth research on markets, asset classes, and macroeconomic conditions
Stay updated on regulatory developments and industry best practices
Collaborate with research teams to enhance investment decision-making
Support due diligence, valuation analysis, and credit risk assessments


Collaboration & Team Support


Work closely with wealth managers and advisors to deliver integrated financial solutions
Contribute to strategy discussions, market outlook sessions, and client case reviews
Support the division's strategic initiatives and growth objectives


Minimum Qualifications-Academic & Professional

Mandatory:


Bachelor's Degree from a recognized university
Professional certification (e.g., CFA, CPA (K), CISA, CCMS, ICIFA, or CISI - Part 3)


Experience


Minimum of 5 years' relevant experience in portfolio or fund management


Core Experience (minimum 3 years in most areas below):


Portfolio or Fund Management
Compliance & Risk Management
Financial Modelling & Valuation
Business Development
Relationship Management
Alternative Investments


Additional Advantage:


Master's Degree in Business or a related field
Market Research & Asset Allocation


Key Competencies


Strong analytical and financial modelling skills
Deep understanding of investment markets and instruments
Excellent client relationship and communication skills
Strategic thinking and decision-making ability
High level of professionalism and integrity