Assistant Manager, Portfolio Management, Grade 4 Job JKUAT Enterprises
Finance Jobs, JKUAT Enterprises Jobs. Assistant Manager, Portfolio Management managing investee relationships and analysing investment portfolio data to monitor returns and risk, requiring a master’s degree and bachelor’s degree in Commerce, Business, Economics or Engineering and at least 8 years relevant work experience with 4 years in a supervisory role, in a corporate environment, on-site role.
Key Responsibilities
- Managing, relationships with investees.
- Collecting and analyzing investment portfolio data to monitor investment returns and risk levels.
- Monitoring and report risk in assigned investment geographics.
- Identifying high risk in vestments and propose strategies to mitigate risk.
- Coordinating with Investment appraisal department to ensure effective and timely communications of the progress and impact of the investment portfolio.
- Coordinating with Investment Officers to ensure regulatory, reporting
- Ensuring compliance in investment geographies.
- Participating in investor meetings and calls to provide portfolio updates.
- Providing content for concept notes and proposals to potential investors.
Person Specifications
- At least eight (8) years’ relevant work experience, four (4) of which must have been in a supervisory role.
- Master’s degree in in any of the following disciplines: Commerce, Business, Economics, Engineering or any other relevant field from a recognized institution;
- Bachelor’s degree in any of the following disciplines: Commerce, Business, Economics, Engineering or any other relevant field from a recognized institution;
- Merit and ability as shown in work performance
- Certificate in Management Course lasting not less than four (4) weeks
- Meets the requirements of Chapter six of the Constitution
Professional Qualification (Added Advantage)
- Certified qualification in any of the following; Financial Analyst (CFA), Investment and Financial Analyst (CIFA), Public Accountant (CPA (K) or Association of Certified Chartered Accountant (ACCA (UK) or equivalent qualification from a recognized institution;
- Member of a relevant professional body
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