Portfolio Manager at Britam

Job Purpose: 

Optimally invest client portfolios and report to the clients as per mandate.

Key responsibilities:

• Have professional objective insight on current and future economic conditions and industry trends.
• Undertake fundamental analysis of investment opportunities across traditional and non- traditional asset classes.
• Generate reports as necessary for presentations to internal and external stakeholders.
• Attend and present at clients’ board of trustee and annual general meetings.
• Actively contribute towards model portfolio construction through asset allocation and security selection decisions.
• Construct and rebalance portfolios for optimal investments while considering regulatory, IPS limits.

Knowledge, experience and qualifications required:

• Bachelor's degree in Commerce, Finance, Economics or relevant field.
• CFA Finalist.
• 5 - 8 years experience in fund management with hands on experience in equities, fixed income, offshore and
  private equity asset classes.
• At least 2 years in a similar position
• Member of relevant professional body: ICIFA, CISI, CFA