Summary
Date Posted: Monday, December 19, 2022 , Base Salary: Not Disclosed

JOB DETAILS:
The Role
Specifically, the successful jobholder will be required to:
• Ensure timely and coordinated implementation of investment committee decisions
• Regularly monitor portfolios under management and recommend/oversee any rebalancing strategies to bring them in line with both agreed investment committee strategies and the client’s current circumstances
• Familiarise with various investments held and be able to offer justification to the clients on purchase/hold or sale decisions undertaken.
• Ensure timely and accurate decision-making in IC via research to maintain above market (> 75% percentile of ZCASS, ACTSERVE for > 70% of the clients – balanced mandates)
• Guide the performance analyst to ensure GIPS-compliant reporting of all performance-related matters
• Co-ordinate team in servicing clients segmented along product lines that ensure effective and efficient servicing of clients
• Set targets, and staffing needs for Staff that report to the CIO in consultation with MD CISL.
• Chair departmental meetings and brainstorming meetings within departments upon request by MD.
• Participate in the formulation of the company’s tactical plans including annual targets
• Supervise sending of investment reports to clients regularly to keep them informed of developments in their investment portfolios including investment performance, update them on the current investment market, economic environment, and outlook as well as our proposed investment actions in line with investment policy and market expectations
• Handle client payment requests and validation process to establish instructions originating from the client
• Ensure important client documents including Investment Management Agreements, Fee agreements, and Investment Policies, are stored in the safe
• Maintain a dashboard to monitor the performance of portfolio managers in marketing efforts

Skills, Competencies, and Experience
• Undergraduate degree in a business-related course
• CFA charter holder, qualified accountant, professional marketing courses, or relevant postgraduate qualification
• Must be a registered and practicing member of ICIFA – Institute of Certified Investment and Financial Analysts
• Minimum of 2 years experience in research analysis, client service, and sales

Desirable Knowledge/Skills and Experience Required:
• Leadership skills and experience in the management of client assets.
• Working knowledge of investment systems.
• An all-round knowledge of Investment products and services and general operations.
• Specialized knowledge of common computer packages i.e., MS Office.
• Specialized knowledge of business presentation skills, people skills, and time management skills.
• Excellent communication skills.
75% percentile of ZCASS, ACTSERVE for > 70% of the clients – balanced mandates) • Guide the performance analyst to ensure GIPS-compliant reporting of all performance-related matters • Co-ordinate team in servicing clients segmented along product lines that ensure effective and efficient servicing of clients • Set targets, and staffing needs for Staff that report to the CIO in consultation with MD CISL. • Chair departmental meetings and brainstorming meetings within departments upon request by MD. • Participate in the formulation of the company’s tactical plans including annual targets • Supervise sending of investment reports to clients regularly to keep them informed of developments in their investment portfolios including investment performance, update them on the current investment market, economic environment, and outlook as well as our proposed investment actions in line with investment policy and market expectations • Handle client payment requests and validation process to establish instructions originating from the client • Ensure important client documents including Investment Management Agreements, Fee agreements, and Investment Policies, are stored in the safe • Maintain a dashboard to monitor the performance of portfolio managers in marketing efforts ">

Work Hours: 8

Experience in Months: 24

Level of Education: Bachelor Degree

Job application procedure
• If you match the profile for this position, please forward your application enclosing detailed curriculum vitae, national ID, and degree certificate to jobs@co-opbank.co.ke , reference number “IA/CISL/2022” by close of business on Tuesday 20th December 2022.

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