Assistant Portfolio Manager Job Madison Group
Finance Jobs, Madison Group Jobs. Responsible for supporting investment portfolio management, analysing market opportunities, monitoring portfolio performance, preparing reports, and assisting with investment decisions. Requires a relevant qualification in finance, investment management, economics, business, or a related field. The position is based in Nairobi and requires on-site work.
Purpose of the Role
The Assistant Portfolio Manager provides comprehensive support to the Investment Manager in the day-to-day management of client portfolios and the overall operations of the Investments Department. The role is crucial for ensuring the smooth execution of investment strategies, timely and accurate reporting, and adherence to all regulatory guidelines set by the Capital Markets Authority and the Retirement Benefits Authority.
Key Responsibilities
Key responsibilities for the position are as hereunder:
- Support the Investment Manager in developing and implementing asset allocation strategies for client portfolios
- Monitor investment dealing and trading activity, and prepare portfolio performance reports against benchmarks
- Conduct fundamental and technical research to generate investment ideas and macroeconomic perspectives
- Prepare and consolidate investment, fund, and compliance reports for management, clients, trustees, and regulators (CMA, RBA)
- Liaise with stockbrokers, custodians, and other third-party service providers
- Support client communication, presentations, and marketing initiatives
Qualifications, Experience, and Competencies
Qualified candidates are expected to possess the following
- Bachelor’s degree in Business, Finance, Economics, or a related field; demonstrable progress toward a Master’s degree is an added advantage
- A professional qualification such as CISI, CIFA, or progress towards the CFA program is highly desirable
- 4 – 6 years’ experience in the investment or fund management industry
- Strong analytical and quantitative skills with a solid understanding of financial modelling and valuation
- Proficiency in investment software and data platforms
- Excellent communication and report writing skills, with a high level of attention to detail and accuracy
- Demonstrated high ethical standards and impeccable integrity
How to Apply
Qualified candidates are requested to forward their CV and Cover letter to hr_recruitment@madison.co.ke not later than 16th September 2026 stating the Role as the Subject of the email.
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