Job Purpose Statement

This is a technical and client facing role which will entail managing assigned investment portfolios and client relations for Institutional, private wealth and collective investment scheme portfolios in order to meet client requirements and grow the Assets under Management. The role holder shall be a member of the Investment team and the investments committee and he/she shall be an advisor, under the guidance of the Senior Investment Manager and/or Chief Investment Officer to clients on all portfolios assigned to him/her. The incumbent will be responsible for structuring and implementation of client investment policy statements and ensuring terms of engagement are consistently adhered to. The purpose of the position is to collaborate with the Senior Investment Manager to provide tactical investment support, risk management administrative and operational oversight, for the client portfolios under his/her docket. Additionally, the holder shall work closely withthe investment analysts and investment dealers in execution of investment decisions for the assigned mandates. The holder may also be a delegate of the CIO/Senior Investment manager to represent the firm at certain statutory meetings such as Annual General Meetings and industry bodies such as the Fund Manager’s Association.

Ideal Job Specifications

Academic & Professional:

• University degree in an analytical or business or finance courses
• Associate Membership of ICIFA and CISI progress qualification a requirement

Desired work experience:

• A minimum of 5 years of relevant working experience in related areas including Investment Dealing or Portfolio Management, Investment analysis, brokerage dealer treasury front office etc.
• Working knowledge of an investment management system is an added advantage.