Assistant Manager, Portfolio Management, Grade 4 at JKUAT Enterprises Limited

Duties and Responsibilities entail:

• Managing, relationships with investees.
• Collecting and analyzing investment portfolio data to monitor investment returns and risk levels.
• Monitoring and report risk in assigned investment geographics.
• Identifying high risk in vestments and propose strategies to mitigate risk.
• Coordinating with Investment appraisal department to ensure effective and timely communications of the progress and impact of the investment portfolio.
• Coordinating with Investment Officers to ensure regulatory, reporting
• Ensuring compliance in investment geographies.
• Participating in investor meetings and calls to provide portfolio updates.
• Providing content for concept notes and proposals to potential investors.

Person Specifications

• At least eight (8) years' relevant work experience, four (4) of which must have been in a supervisory role.
• Master's degree in in any of the following disciplines: Commerce, Business, Economics, Engineering or any other relevant field from a recognized institution;
• Bachelor's degree in any of the following disciplines: Commerce, Business, Economics, Engineering or any other relevant field from a recognized institution;
• Merit and ability as shown in work performance
• Certificate in Management Course lasting not less than four (4) weeks
• Meets the requirements of Chapter six of the Constitution

Professional Qualification (Added Advantage)

• Certified qualification in any of the following; Financial Analyst (CFA), Investment and Financial Analyst (CIFA), Public Accountant (CPA (K) or Association of Certified Chartered Accountant (ACCA (UK) or equivalent qualification from a recognized institution;  
• Member of a relevant professional body