Officer, Portfolio Management at CPF Financial Services

Ref: CPF/POPM

Key duties and responsibilities:

• Implement asset allocation decisions amongst client portfolios and general management of all publicly traded asset classes including reviewing, analysing, and re-balancing client portfolios based on asset allocation targets and in compliance with investment policies.
• Research and present new and viable investment opportunities.
• Review and improve financial models, critically analyse market research, and assess the impact on portfolio and provide risk mitigation insight.
• Participate in conducting research and due diligence on potential investment opportunities.
• Report to the client as per agreed timelines and ensure investment Service Level Agreements are adhered to.
• Develop and maintain relationships with contacts within the investment industry to conduct searches and gain knowledge on appropriate investment opportunities.
• Implement best operational and risk management practises in private equity portfolio management.
• Lead investment analysts in conducting analysis of investment opportunities.
• Research and present new and viable investment opportunities.
• Maintain a cash flow allocation forecast model.
• Review and improve financial models, critically analyse market research, and assess the impact on portfolio and provide risk mitigation insight.
• Manage relationships with the clients.
• Participate in business development activities.
• Prepare and present daily/weekly/monthly reports to management for decision making.
• Perform any other duties as may be assigned from time to time.

Knowledge, experience, and qualifications required
Academic & Professional Qualifications/Memberships to professional bodies:

• A Bachelor’s Degree in Finance, Accounting, Economics, or a related field.
• Professional qualification in securities and investments, CIFA, CISI Level 3, ACCA, CPA(K), CFA level 1 or its equivalent.
• Member of Chartered Institute of Securities and Investments (CISI), Institute of Chartered Investment and Financial Analysts (ICIFA), Institute of Certified Public Accountants of Kenya (ICPAK) or its equivalent.

Experience Required:

1. At least 2 years relevant experience in a similar organisation or busy function.