Job Summary

The role holder key responsibility is execution of investment strategies and activities for assigned portfolios in line with client Investment Policy Statement (IPS) documents and as guided by regulatory requirements and the Group’s policies.

Support the delivery of the firm’s revenues & profitability.

Job Description

Responsibilities

Accountability: Investment Duties

• Key member of the AAML Investment Committee responsible for generating content as guided by the Chief Investment Officer.
• Responsible for developing portfolios and delivering investment returns exceeding pre-set benchmarks.
• Ensure timely and coordinated implementation of Investment Committee decisions.
• Monitor portfolios under management and execute rebalancing strategies to bring them in line with agreed investment committee strategies, Investment Policy Statements, Regulatory provisions and ABSA internal control frame works.
• Report client performance in accordance with Global Investment Performance Standards (GIPS).
• Uphold and follow the CFA Code of Ethics, Standards of Professional Conduct and relevant ABSA governance provisions.
• Ensure investment decisions are backed by high quality and appropriate research and analysis, both internal and external.

Accountability: Research Duties

• Develop financial models and generate financial valuations/updates for listed and unlisted companies.
• Generate investment recommendation reports/updates for internal and external clients to shape investment decision making.
• Forecast macro-economic variables such as interest rates, inflation, and GDP growth.
• Conducting weekly, monthly, and quarterly meetings with the investment team to review investment actions and guide future investment strategies.
• Maintain updated research databases.
• Provide market intelligence and coordinate meetings with potential investment issuers.

Accountability: Business Development

• Manage existing client relationships to retain and grow business from company’s clients.
• Support the Business Development team in presentations to potential clients.
• Leverage existing business relationships of the Group to grow company client base.
• Keep abreast of latest developments in international and regional markets and assist the Investment/Business Development Team to develop appropriate products for launch.

Accountability: Reporting and Relationship Management

• Responsible for the scheduled/ad hoc reporting to clients incorporating economic and market overview, portfolio valuation and performance and strategy for the respective funds.
• Coordinate with relevant functions to ensure timely and accurate reporting to regulators (CMA/ RBA) as appropriate.
• Making presentations to Client’s Investment Committees/ Trustees/ Fund secretaries.
• Assisting in preparation of strategy papers, investment recommendations and reports to the Board, AAML Governance Committees and other relevant stakeholders.
• Actively manage relationships with brokers, analysts, issuers and other market participants.

Accountability: Administration

• Ensure all documentation regarding investment management are complete and up to date.
• Liaise with Operations to ensure that management fees are paid promptly.

Accountability: Risk and Compliance

• Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise-Wide Risk Management Framework and internal Absa Policies and Policy Standards. Understand and manage risks and risk events (incidents) relevant to the role.

Role/person specification

Qualification

• A degree in relevant subject which may include Finance, Commerce, Actuarial Science etc.
• Compliant with the CISI and ICIFA certification requirements
• Professional qualifications which may include CFA, CIFA, CPA, CISI, CAIA and/or other relevant professional qualifications in fund management will be an added advantage

Experience

• A minimum of ten (7) years in the financial sector; with at least five (5) year work experience gained in an investment house/environment

Knowledge And Skills

• Knowledge of the Kenya financial services industry and regulatory frameworks.
• Knowledge of various investment concepts such as risk management and compliance, products, asset classes, alternative investments etc.
• Familiarity with investment management systems such as Bloomberg, LSEG etc

• Key member of the AAML Investment Committee responsible for generating content as guided by the Chief Investment Officer.
• Responsible for developing portfolios and delivering investment returns exceeding pre-set benchmarks.
• Ensure timely and coordinated implementation of Investment Committee decisions.
• Monitor portfolios under management and execute rebalancing strategies to bring them in line with agreed investment committee strategies, Investment Policy Statements, Regulatory provisions and ABSA internal control frame works.
• Report client performance in accordance with Global Investment Performance Standards (GIPS).
• Uphold and follow the CFA Code of Ethics, Standards of Professional Conduct and relevant ABSA governance provisions.
• Ensure investment decisions are backed by high quality and appropriate research and analysis, both internal and external.
• Develop financial models and generate financial valuations/updates for listed and unlisted companies.
• Generate investment recommendation reports/updates for internal and external clients to shape investment decision making.
• Forecast macro-economic variables such as interest rates, inflation, and GDP growth.
• Conducting weekly, monthly, and quarterly meetings with the investment team to review investment actions and guide future investment strategies.
• Maintain updated research databases.
• Provide market intelligence and coordinate meetings with potential investment issuers.
• Manage existing client relationships to retain and grow business from company’s clients.
• Support the Business Development team in presentations to potential clients.
• Leverage existing business relationships of the Group to grow company client base.
• Keep abreast of latest developments in international and regional markets and assist the Investment/Business Development Team to develop appropriate products for launch.
• Responsible for the scheduled/ad hoc reporting to clients incorporating economic and market overview, portfolio valuation and performance and strategy for the respective funds.
• Coordinate with relevant functions to ensure timely and accurate reporting to regulators (CMA/ RBA) as appropriate.
• Making presentations to Client’s Investment Committees/ Trustees/ Fund secretaries.
• Assisting in preparation of strategy papers, investment recommendations and reports to the Board, AAML Governance Committees and other relevant stakeholders.
• Actively manage relationships with brokers, analysts, issuers and other market participants.
• Ensure all documentation regarding investment management are complete and up to date.
• Liaise with Operations to ensure that management fees are paid promptly.
• Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise-Wide Risk Management Framework and internal Absa Policies and Policy Standards. Understand and manage risks and risk events (incidents) relevant to the role.

• Knowledge of the Kenya financial services industry and regulatory frameworks.
• Knowledge of various investment concepts such as risk management and compliance, products, asset classes, alternative investments etc.
• Familiarity with investment management systems such as Bloomberg, LSEG etc

• A degree in relevant subject which may include Finance, Commerce, Actuarial Science etc.
• Compliant with the CISI and ICIFA certification requirements
• Professional qualifications which may include CFA, CIFA, CPA, CISI, CAIA and/or other relevant professional qualifications in fund management will be an added advantage