The Co-operative Bank of Kenya Limited is incorporated in Kenya under the Company Act and is also licensed to do the business of banking under the Banking Act. The Bank was initially registered under the Co-operative Societies Act at the point of founding in 1965.

Portfolio Manager – Alternative Investments(CISL)

The Role

Specifically, the successful jobholder will be required to:

• Offer support in alternative investments sourcing, monitoring and reporting across all CISL mandates.
• Create, manage and offer support in reporting for suitable Special Funds for both Retail and Corporate clients.
• Ensure outperformance and compliance across all the Special Funds under CISL Management.
• Actively lead engagements with clients in their alternative investment activities and maximize returns for assets under management through the analysis of alternatives efficiencies and identifying opportunities for improved performance.
• Work closely with various alternative investments service providers and consultants to provide direction and oversight of business plans and asset strategies for alternative investments.
• Create and maintain appropriate alternative investment performance evaluation metrics and reports as well as evaluating the suitability of existing and proposed client investments.
• Provide pre-acquisition input in the due diligence process including review of financial and operating assumptions; model full life cycle financial analysis for each alternative asset from acquisition to disposal; and manage the integration of assets post-investment.
• Lead and drive engagements with relevant regulators and alternative investment professionals for purposes of product design, development and compliance.
• Ensure that all risk management requirements within your remit are addressed and where necessary escalated through the available defined channels.
• Research and give viable proposals to changes in the Alternative investments space in discussion with CIO CISL / respective client Boards.

Desired Skills and Experience

• Bachelor’s degree in a Business related field.
• Professional Certification — Must be a registered & practicing member of ICIFA.
• Chartered Financial Analyst (CFA) or CAIA will be an added advantage.
• Understanding of Alternative Investments as an Asset Class and Special Funds as an Investment Product.
• Understanding of marketing and customer service principles coupled with knowledge of financial and accounting principles.
• Personal organization and thoroughness coupled with the ability to work under minimum supervision with good judgement and decision-making skills.
• Pro-active in problem solving coupled with the ability to work under own initiative.
• Good attention to detail, an ability to see the bigger picture and a head for figures, margins, budgets, and revenue.
• Demonstrated ability to negotiate, develop and leverage mutually beneficial relationships.

• Offer support in alternative investments sourcing, monitoring and reporting across all CISL mandates.
• Create, manage and offer support in reporting for suitable Special Funds for both Retail and Corporate clients.
• Ensure outperformance and compliance across all the Special Funds under CISL Management.
• Actively lead engagements with clients in their alternative investment activities and maximize returns for assets under management through the analysis of alternatives efficiencies and identifying opportunities for improved performance.
• Work closely with various alternative investments service providers and consultants to provide direction and oversight of business plans and asset strategies for alternative investments.
• Create and maintain appropriate alternative investment performance evaluation metrics and reports as well as evaluating the suitability of existing and proposed client investments.
• Provide pre-acquisition input in the due diligence process including review of financial and operating assumptions; model full life cycle financial analysis for each alternative asset from acquisition to disposal; and manage the integration of assets post-investment.
• Lead and drive engagements with relevant regulators and alternative investment professionals for purposes of product design, development and compliance.
• Ensure that all risk management requirements within your remit are addressed and where necessary escalated through the available defined channels.
• Research and give viable proposals to changes in the Alternative investments space in discussion with CIO CISL / respective client Boards.

• Understanding of Alternative Investments as an Asset Class and Special Funds as an Investment Product.
• Understanding of marketing and customer service principles coupled with knowledge of financial and accounting principles.
• Personal organization and thoroughness coupled with the ability to work under minimum supervision with good judgement and decision-making skills.
• Pro-active in problem solving coupled with the ability to work under own initiative.
• Good attention to detail, an ability to see the bigger picture and a head for figures, margins, budgets, and revenue.
• Demonstrated ability to negotiate, develop and leverage mutually beneficial relationships.

• Bachelor’s degree in a Business related field.
• Professional Certification — Must be a registered & practicing member of ICIFA.
• Chartered Financial Analyst (CFA) or CAIA will be an added advantage.