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  • Posted: Sep 22, 2022
    Deadline: Oct 5, 2022
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  • CPF Financial Services is a Group of companies operating within Kenya and South Sudan offering a dynamic pool of services in Retirement Benefits, Financial, Training and Consultancy, Property Management and ICT. The company transformed its service portfolio to better embrace the spirit of fulfilling lives. Professionalism, Innovation and customer focus exemp...
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    Officer, Portfolio Management

    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.

    Method of Application

    If you meet the requirements stipulated for the above position, please write in confidence quoting the position title and reference number on the subject of the email or cover letter on or before 5th October 2022 at 5.00 pm. Applications including Curriculum vitae, contact email and daytime telephone contacts, current position and remuneration, names and addresses of three referees should be emailed to [email protected].

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