Investment Portfolio Manager
- Full-time
Company Description
Dorbe-Leit Consulting Limited is a consulting practice providing transformation human resource management based services.
We become involved with our clients in their transformation, providing services that are value-adding and measurable in their contribution to our clients’ success. Catapulting your business to success is our purpose.
Our client is a leading company in the investment sector who thrives in offering customers attractive opportunities for investment and wealth creation and lifestyle-enriching financial services. The company specializes in a broad range of asset classes carefully tailored to create wealth for its clients and ultimately bolster-economical progress. They have a well client-focused integrated business model with competitive investment performance being core to the service delivery.
Our client is looking for a knowledge-driven individual to take up the role of an Investment Portfolio Manager
Job Description
Responsible for managing the investment team to provide research to identify investment opportunities to meet client/prospects needs, manage client investment and oversee the dealing function.
Duties and Responsibilities
• Produce incisive research reports at industry, sector and company level.
• Ensure the investment performance meets the return benchmarks.
• Develop and analyze potential investment opportunities.
• Develop and maintain proprietary database and valuation comparable.
• Perform extensive valuations by building and updating financial statement models.
• Prepare investment memos and presentation materials.
• Assist in special projects.
• Develop investment strategies encompassing asset allocation and security selection for different asset classes.
• Manage stakeholders, investment Committee, Trustees.
• Support commercial client engagements and retention activities.
• Develop products for dissemination to the public.
• Construction and simulation financial models.
• Portfolio structuring and re-structuring
• Anticipate and manage portfolio risks and regulatory compliance.
• Conduct research and due diligence to present new and viable investment opportunities.
• Maintain a working relationship with commercial banks, custodians, investment banks and other industry players in the capital markets.
• Communicate to internal and external stakeholders on investment philosophies, performance, and advice.
• Ensure client portfolios aligned to stated investment view and internal policies.
• Ensure all investments adhere to client mandates.
• Evaluate, monitor and prepare reports on investment performance.
• Knowledge transfer and mentor other team members.
• Oversee dealing functions.
Strategy
• Formulate long and short term investment strategies(asset allocation strategies, risk mitigation strategies, trading strategies, etc.) that link to the overall long term strategies.
• Identify investment trends and opportunities across all asset classes.
• Execute and monitor the investment strategy of the portfolios.
• Tracking all key investment KPIs for the business and for investment portfolios.
• Propose action plans to ensure investment objectives are met.
• Contribute and add value to the team in an influential way.
Fundraising
• Be the key contact person for all fundraising efforts within the HNWI, and institutional investors.
• Co-ordinate all due diligence meetings with investors.
• Direct the development of marketing materials for all products and customized solutions during fundraising.
• Coordinate investors meetings and roadshows with the investor relations/business development teams.
Investment process
• Establish an effective and well-organized investment process. This involves both new processes a redesigning existing ones.
• Ensure the investments process are aligned to the strategies in place.
• Monitor all designed investment processes and take end to end responsibility of the process.
Investment Research and Analysis
• Organize regular investment reports and reviews, including quantitative and qualitative portfolio studies.
• Supervise market-related research and information dissemination to clients and investors.
• Supervise all investment analysis prior to investment strategy implementation.
• Lead the evaluation of potential investment opportunities and make recommendations.
Asset Origination
• Analyzing micro/macro trends to spot promising market opportunities for investment.
Portfolio Management
• Clearly identify and ensure all portfolio objectives are documented and cascaded.
• Direct the key decisions on the portfolio strategies and implementation.
• Review portfolio performance to projected performance and/or agreed benchmark performance while being cognizant of market conditions and risks.
Reporting
• Responsible for ensuring all reporting whether internal or external is prepared in an accurate and timely manner.
• To develop and implement new versions of reports, analyses, graphs, etc. to meet the changing business needs.
• To provide feedback to senior management and other staff including the board on the daily/weekly/monthly/quarterly performance information and other management reports as required.
• Provide investment evaluation reports to investment committees in a timely manner.
• Report on portfolio performance to senior management, board, investment committees and clients based on agreed timelines.
• Product Development.
• Lead the structuring and or restructuring of investment products from identified market opportunities.
Risks
• Effectively and clearly identify and communicate potential investment risks in a timely manner.
• Take steps to mitigate the risks.
• Ensure risk methodologies for portfolio management are modeled and implemented in all portfolios.
• Team Leader.
• Recruit and develop a high-quality investment team for the company.
• Lead the team that will deliver on the implementation of investment strategy and its activities.
• Get the highest possible results from the team to achieve superior investment performance and revenue generation from performance.
Brand Building
• Play a key role in establishing a presence in the market for AAAM and a value-add contributor to the digital platform marketing efforts.
• Be involved in PR campaigns, newspaper articles, magazine articles, and blogs.
• Representing the firms in conferences as a key contributor or panel participant.
Qualifications
• Minimum B.Com Finance, Business Administration, Economics, Statistics, Applied Mathematics, Commerce, Accounting or Actuarial Science.
• MBA in Finance, Business Administration, Economics, Statistics, Applied Mathematics, Commerce, Accounting or Actuarial Science an added advantage.
• CFA, CAI, ACCA, CFAM, CPA (K), CSAT or SITA certification.
• At least five years of experience within the financial services sector or fixed income research and analysis, trading and investment management.
• Exposure to data sources such as Bloomberg, Reuters or CapiQ.
• Able to apply valuation principles using DCF analysis, comparable company, precedent transaction.
Authority Level
• Makes strategic decisions as part of Investment Committee.
• Sets investment performance targets.
• Develops options by which work should be accomplished.
• Assists in the development of investment procedures.
Additional Information
Personal Attributes
• Passion for financial markets.
• The high degree of honesty and integrity.
• Strong work ethic.
• Solution driven and ability to spot underlying patterns.
• Highly numerate, methodical in prioritizing work and multi-tasking and able to demonstrate attention to detail with great communication skills.
• Ability to work with discretion when dealing with confidential information.
• Ability to respond positively to change and work under pressure.
• Ability to exercise a high degree of independent judgment and to make interpretative decisions.
• Deadline driven.
Competencies
• Excellent valuation and modeling skills.
• Proficiency in customary data sources (Bloomberg, Reuters or CapiQ).
• Excellent communication skills.
• Excellent presentation skills.
• Negotiation, mediation and influencing skills.
• Familiar with the current Retirement Benefits Authority and Capital Markets Authority Regulations.
• Conversant with the investment industry in Kenya .
• Understanding business strategy and creating value add strategies for investment portfolios.
• Investment risk management.
• Ensuring regulatory compliance for regulated products.
• Research and analysis experience.
• Working knowledge of IFRS.
• Designing and implementing investment processes across asset classes and investment products.
• Investment operations.