Portfolio Manager - Fund & Wealth, KCB Investment Bank

Portfolio Manager

Key Responsibilities

Investment Strategy Development

• Develop and implement tailored investment strategies based on client objectives and risk profiles
• Analyze market trends, economic indicators, and emerging opportunities to guide investment decisions
• Maintain strong expertise across asset classes including equities, fixed income, real estate, private equity, and alternative investments

Portfolio Management

• Manage and oversee diversified investment portfolios aligned with strategic goals
• Monitor performance, rebalance portfolios, and adjust strategies to manage risk and maximize returns
• Apply financial modeling and analytical tools to evaluate investment scenarios

Client Communication & Reporting

• Provide regular portfolio updates and market insights to clients
• Present investment strategies to institutional investors, pension funds, and high-net-worth individuals
• Prepare high-quality reports and presentations for client engagements
• Address client queries promptly while maintaining strong relationships and trust

Research & Analysis

• Conduct in-depth research on markets, asset classes, and macroeconomic conditions
• Stay updated on regulatory developments and industry best practices
• Collaborate with research teams to enhance investment decision-making
• Support due diligence, valuation analysis, and credit risk assessments

Collaboration & Team Support

• Work closely with wealth managers and advisors to deliver integrated financial solutions
• Contribute to strategy discussions, market outlook sessions, and client case reviews
• Support the division’s strategic initiatives and growth objectives

Minimum Qualifications – Academic & Professional

Mandatory

• Bachelor’s Degree from a recognized university
• Professional certification (e.g., CFA, CPA (K), CISA, CCMS, ICIFA, or CISI – Part 3)

Experience

• Minimum of 5 years’ relevant experience in portfolio or fund management

Core Experience (minimum 3 years in most areas below)

• Portfolio or Fund Management
• Compliance & Risk Management
• Financial Modelling & Valuation
• Business Development
• Relationship Management
• Alternative Investments

Additional Advantage

• Master’s Degree in Business or a related field
• Market Research & Asset Allocation

Key Competencies

• Strong analytical and financial modelling skills
• Deep understanding of investment markets and instruments
• Excellent client relationship and communication skills
• Strategic thinking and decision-making ability
• High level of professionalism and integrity