National Bank Jobs in Kenya

National Bank Portfolio Manager Jobs in Kenya

Position scope:

The successful candidate will be responsible for creating and managing investment allocations for client’s institutional or corporate investors in line with Retirement Benefits Authority (RBA) & Capital Markets Authority (CMA) guidelines so as to achieve the client's investment objectives.

Key Responsibilities:

Participate actively in the development and implementation of investment strategies, including overall asset allocation decisions and underlying investment selection in coordination with the investment committee and in line with the Fund’s investment policy

Ensure Investment Committee recommendations are promptly executed in line with RBA and the Investment Policy Statement (IPS) limits

Report to the Trustees on the fund’s performance, key transactions undertaken during the reporting period as well as proposed strategy for the coming period

Sell Natbank Trustee & Investment Company products which include Retirement Schemes’ Management, wealth management, and retail investment.

Oversee proper cash management as per set guidelines by ensuring cash is swept within two days and the funds availed for payments within 7 days.

Proactively search for new investment opportunities and submit proposals on their suitability to the Board of Trustees

Re-balance the client portfolios to align them to IPS at least once monthly.

As a member of the Investment Committee, thoroughly analyze the assumptions for valuation models and critically interrogate the recommendations made by the Research Team

Continually advise Management on new products and improvements that can grow the funds under management

Work with other specialist investment consultants including offshore partners and property agents so as to maximize Scheme’s returns

Effectively communicate the Banks investment process, overall economic and investment outlook for client meetings and internal and external communication

Attend the Quarterly Board of Trustees meeting and present the Investment Management Quarterly report, the economic commentary and the strategies for the next quarter

Liaise with the client in all matters pertaining to the retirement fund including payments, and with external consultants appointed by the scheme e.g. auditors, Administrators, Custodians & Actuaries

Continually Train Trustees on new Market Developments including changes in legislation and new products e.g. Real Estate Investment Trusts (REITS) and Derivatives

Skills & Experience:

Bachelor of Commerce Finance Option/ Degree in Actuarial Science, Statistics, or any other Finance related course

MBA or Msc. in Finance will an added advantage

At least five (5) years experience in a busy Investment Management or Insurance firm

Experience in Pension fund management industry will be an added advantage

Experience in Marketing & Business Development

Proficiency in computer applications

Demonstrated knowledge of Financial markets

Good knowledge of CMA and RBA regulations
Chartered Financial Analyst (CFA) qualification, level 1

Institute of Chartered Investment Financial Analyst (ICIFA) practising member

Chartered Institute of Securities & Investment (CISI) stage one certification

Strong analytical skills

Client relationship management skills

Excellent written and oral communication skills

How to Apply:

Send your CV and application letter showing how you meet the role requirement stated above to: Recruitment@nationalbank.co.ke by 6th September 2017.

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National Bank Investment Analyst Jobs in Kenya

Job Ref No. HR/047/1

Reporting to: Principal Officer- National bank Trustee & Investment Services

Position Scope: The successful candidate will be responsible for creating model portfolios, providing financial advice and support to the Portfolio Management team and the Investment Committee.

Key Responsibilities:

Conduct macroeconomic, industry and company research and analysis as well as identify new asset allocation and securities.

Develop company valuations and financial models to be used in decision making by the portfolio management team.

Identify attractive investment opportunities for the Bank in order to diversify the portfolio.

Develop transaction marketing materials including selling memoranda, road show presentations and pitch books with the aim of capturing the intended market i.e. pension schemes and high network clients.

Act as a point of contact throughout the transaction process to ensure effective and smooth operations.

Develop varied industry and transaction expertise, and stay current on industry trends and developments

Understand the underlying trends that affect the equity and fixed income capital markets e.g. inflation, relevant legislations, profitability of companies etc.

Obtain a clear and wide understanding of the interests and investment criteria of private equity firms, and the factors that guide their decisions.

Skills & Experience:

Bachelor of Commerce - Finance Option/ Degree in Actuarial Science, Statistics, or any othe Finance related course

Msc . in Finance and Experience in Pension fund management industry will be an added advantage

At least one (1) year experience in a busy Investment Management firm

Proficient in computer applications, especially Excel

Chartered Financial Analyst (CFA) level 2 qualification

Institute of Chartered Investment Financial

Analysts (ICIFA) practising member

Registered with Chartered Institute of Securities & Investment (CISI)

Financial Modelling certificate with demonstrated experience in creating Financial Models

Excellent research skills

Strong analytical & problem solving skills

Good writing, communication & interpersonal skills.

How to Apply:

Send your CV and application letter showing how you meet the role requirement stated above to: Recruitment@nationalbank.co.ke by 6th September 2017.

Please note that applications received after the deadline will not be considered.

Only shortlisted candidates will be contacted for the next stage/s of the process.

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