CPF Financial Services Officer Portfolio Management Jobs in Kenya

CPF Financial Services Officer Portfolio Management Jobs in Kenya

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:

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.

Research and present new and viable investment opportunities.

Review and improve financial models, critically analyse market research, and assess the impact on portfolio and provide risk mitigation insight.

Participate in conducting research and due diligence on potential investment opportunities.

Report to the client as per agreed timelines and ensure investment Service Level Agreements are
adhered to.

Develop and maintain relationships with contacts within the investment industry to conduct
searches and gain knowledge on appropriate investment opportunities.

Implement best operational and risk management practises in private equity portfolio management.

Lead investment analysts in conducting analysis of investment opportunities.

Research and present new and viable investment opportunities.

Maintain a cash flow allocation forecast model.

Review and improve financial models, critically analyse market research, and assess the impact on portfolio and provide risk mitigation insight.

Manage relationships with the clients.

Participate in business development activities.

Prepare and present daily/weekly/monthly reports to management for decision making.

Perform any other duties as may be assigned from time to time.

Knowledge, Experience, and Qualifications Required

Academic & Professional Qualifications/ Memberships to Professional Bodies:

A Bachelor’s Degree in Finance, Accounting, Economics, or a related field.

Professional qualification in securities and investments, CIFA, CISI Level 3, ACCA, CPA(K), CFA
level 1 or its equivalent.

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:

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

Role Competencies

Technical Competencies:

Knowledge of relevant laws and regulations

Strategic planning

Project management skills

Relationship management and negotiation
skills

Investment and asset management

Knowledge of investment reporting systems

Financial acumen

Data analysis skills

Knowledge of capital markets

Portfolio and deals analysis

Behavioural Competencies:

Customer Focus

Cultivate Innovation

Nimble Learning

Collaborates

Technology Savvy

Key Stakeholders

Internal:

Managers

Department staff

Internal staff

External:

Capital Markets Authority

Other regulatory authorities

CPF Customers

Real Estate industry players

How to Apply

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.

Only short-listed candidates will be contacted.

For more information and job application details, see;
CPF Financial Services Officer Portfolio Management Jobs in Kenya

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