Career Opportunities at Jubilee Insurance

Job Ref. No: JAML061

Role Purpose

The Investment Dealer plays a key role in executing trades and managing transactions across various financial markets on behalf of Jubilee Asset Management. This role involves monitoring market conditions, executing buy and sell orders, ensuring compliance with trading regulations, and optimizing trade execution strategies. The Investment Dealer works closely with portfolio managers, research analysts, and clients to facilitate efficient trading while minimizing risk and maximizing returns.

Key Responsibilities
Trade Execution & Market Monitoring

• Execute buy and sell orders across equities, fixed income, and other investment instruments.
• Monitor financial markets, economic indicators, and industry trends to identify potential trading opportunities.
• Ensure optimal trade execution to minimize costs and maximize portfolio performance.

 Portfolio Management Support

• Collaborate with portfolio managers to align trading activities with investment strategies.
• Provide real-time market insights to assist in investment decision-making.
• Track portfolio performance and recommend adjustments based on market conditions.

Risk Management & Compliance

• Ensure all trading activities comply with regulatory requirements, company policies, and ethicastandards.
• Monitor and manage trading risks, including market volatility and liquidity constraints.
• Maintain accurate records of transactions and reporting for audit and compliance purposes.

Client & Stakeholder Engagement

• Act as a liaison between clients, brokers, and internal teams to facilitate seamless trade execution.
• Provide market updates, trade confirmations, and investment insights to stakeholders.
• Address client inquiries and ensure a high level of service in all trading activities.

Systems & Process Optimization

• Utilize trading platforms and investment management systems for efficient order execution.
• Continuously assess and improve trading strategies and execution processes.
• Stay updated on emerging technologies and tools in financial markets to enhance efficiency.
• Encourage open communication, transparency, and the reporting of any potential compliance concerns or violations, ensuring timely resolution and alignment with company standards.

Key Skills and Competencies

• Strong Analytical Skills – Ability to assess market trends, price movements, and investment opportunities.
• Attention to Detail – Precision in trade execution and transaction record-keeping.
• Decision-Making Ability – Quick thinking in dynamic market conditions to optimize trade outcomes.
• Risk Management Skills – Understanding of financial risks and strategies to mitigate them.
• Numerical & Quantitative Proficiency – Comfort with financial data, pricing models, and trading metrics.
• Communication & Negotiation Skills – Ability to engage with brokers, clients, and internal teams effectively.
• Market Awareness – Strong knowledge of equities, bonds, derivatives, and financial instruments.
• Technological Proficiency – Experience with trading platforms, Bloomberg, Reuters, and portfolio management tools.
• Regulatory Knowledge – Understanding of trading regulations, compliance frameworks, and ethical standards.
• Ability to Work Under Pressure – Handling fast-paced trading environments with precision and confidence.

Academic Qualifications and Relevant Experience

• Bachelor’s degree in Finance, Economics, Business Administration, Actuarial Science, or a related field.
• Professional certifications such as CFA Level 1, CISI, or ACI Dealing Certificate are an added advantage.
• Knowledge of financial markets, investment products, and trading regulations is essential.
• At least 3 years of experience in financial services, asset management, or investment-related roles.

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Job Ref. No: JAML063

Role Purpose

The Portfolio Manager will be responsible for managing client investment portfolios to achieve optimal financial performance while aligning with clients’ financial objectives and risk profiles. The role involves developing and implementing tailored investment strategies, conducting rigorous market analysis, and ensuring compliance with regulatory standards and client mandates. By leveraging advanced analytical tools and market insights, the Portfolio Manager will deliver customized investment solutions, enhance client satisfaction, and contribute to JAML’s growth as a leader in the asset management industry.

Key Responsibilities

Strategy

Investment Strategy Development

• Design and implement investment strategies tailored to client risk profiles, financial goals, and market conditions across asset classes (e.g., equities, fixed income, alternatives).
• Collaborate with the Senior Portfolio Manager to align portfolio strategies with JAML’s investment philosophy and performance targets, aiming for a minimum alpha of 2% above benchmark indices.
• Identify opportunities for portfolio diversification and growth to enhance risk-adjusted returns.

 Market Analysis & Research

• Conduct in-depth research on securities, industries, and economic indicators to inform investment decisions and portfolio adjustments.
• Monitor global and local economic trends, market cycles, and asset class performance, utilizing realtime data feeds (e.g., Bloomberg, Reuters) to optimize portfolio outcomes.
• Provide actionable insights to clients and internal teams, contributing to proprietary research reports and investment theses.

Product Innovation

• Support the product development team in designing innovative investment products, such as unit trusts, structured products, and alternative investments.
• Contribute to the creation of offshore investment solutions to meet diverse client needs and market opportunities.

Client Engagement

• Prepare and present clear, data-driven portfolio performance reports to clients, ensuring alignment with their objectives and market outlook.
• Participate in client meetings to discuss investment strategies, performance, and recommended adjustments, fostering trust and satisfaction.

Operational

Portfolio Management

• Oversee the day-to-day management of client portfolios, including asset allocation, rebalancing, and trade execution, ensuring liquidity and diversification.
• Monitor portfolio performance against benchmarks (e.g., NSE 20, MSCI Emerging Markets), implementing corrective actions to maintain performance within agreed volatility thresholds (e.g., standard deviation below 10%).
• Ensure accurate and timely reporting of portfolio performance to clients and internal stakeholders.

Risk Management

• Assess and mitigate financial risks (e.g., market, credit, liquidity) within client portfolios using quantitative models and scenario analysis.
• Implement hedging strategies and monitor concentration risks to ensure portfolio stability and compliance with exposure limits.
• Maintain accurate risk documentation and support enterprise-wide risk protocols.

 Regulatory Compliance

• Ensure all portfolio activities comply with regulatory guidelines (e.g., Capital Markets Authority), client mandates, and JAML’s internal policies.
• Maintain detailed records of investment decisions, transactions, and client communications for audit and reporting purposes.

Corporate Governance

Compliance

• Stay updated on industry regulations, compliance requirements, and best practices.
• Adhere to Kenyan laws, asset management industry policies, and JAML’s internal guidelines.
• Ensure compliance with all statutory and regulatory requirements.

 Risk Mitigation

• Establish robust internal controls to mitigate operational, financial, and regulatory risks.
• Proactively identify and address potential compliance or ethical issues in portfolio management.

Key Competencies and Skills:

• Investment Expertise: Strong knowledge of portfolio construction, asset allocation, and investment strategies across equities, fixed income, and alternative assets.
• Analytical Precision: Advanced skills in financial modelling, data analysis, and interpreting market trends using tools like Excel, Python, or Bloomberg.
• Client-Centric Communication: Excellent verbal and written skills to present complex investment strategies clearly and build client trust.
• Risk Management: Proficiency in identifying and mitigating portfolio risks through quantitative and qualitative methods.
• Digital Proficiency: Familiarity with portfolio management software (e.g., Morningstar) and realtime market data platforms to enhance efficiency.
• Ethical Integrity: Commitment to regulatory compliance, client confidentiality, and ethical investment practices.
• Team Collaboration: Ability to work effectively with cross-functional teams to deliver cohesive investment solutions.

Academic Qualifications and Relevant Experience

• .Bachelor’s degree in Finance, Economics, Business Administration, Actuarial Science, Mathematics, Statistics, or a related field from a recognized institution.
• Professional certifications such as CFA (Chartered Financial Analyst), CPA (Certified Public Accountant), FRM (Financial Risk Manager), or equivalent are highly desirable.
• Advanced proficiency in financial modeling, portfolio management software (e.g., Bloomberg Terminal, Morningstar Direct, FactSet), and analytical tools (e.g., Excel, Python, R, VBA).
• Demonstrated ability to leverage real-time market data platforms and quantitative tools for investment analysis and decision-making.
• Completion of relevant training or coursework in investment management, risk analysis, or derivative instruments is an advantage.

Relevant Experience

• Minimum of 6 years of progressive experience in portfolio management, investment analysis, or a related role within the asset management, banking, or financial services industry, with at least 3-5 years focused on managing client portfolios.
• Proven track record of managing client portfolios with assets under management (AUM) exceeding KES 500 million, consistently achieving performance targets such as positive alpha or top quartile returns relative to benchmarks (e.g., NSE 20, MSCI Emerging Markets).
• In-depth knowledge of Kenyan, East African, and global financial markets, including equities, fixed income, alternative investments, and regulatory frameworks (e.g., Capital Markets Authority guidelines).
• Demonstrated experience in utilizing advanced quantitative models for asset allocation, risk management, and portfolio optimization, including stress testing and scenario analysis.
• Experience with alternative investments (e.g., private equity, real estate), unit trusts, structured products, or derivative instruments (e.g., options, futures) is a strong advantage.
• Prior collaboration with risk management, compliance, and client-facing teams to deliver cohesive investment solutions, with a focus on client satisfaction and retention.

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Job Ref. No: JAML062

Role Purpose

The Senior Investment Analyst will play a critical role in driving strategic investment decisions that maximize financial performance and align with the organization’s long-term objectives. This position requires expertise in dealership, research analysis, and pricing, contributing to informed decisionmaking and sustainable growth. They will collaborate with cross-functional teams, delivering data-driven insights and strategic recommendations while fostering a positive people and culture environment. The role also involves maintaining high standards of corporate governance and ensuring compliance with regulatory requirements.

Key Responsibilities
Strategy:

• Conduct comprehensive market research and analysis to identify potential investment opportunities and trends in the Kenyan market.
• Develop and implement investment strategies to optimize portfolio performance, taking into account risk tolerance, market conditions, and client objectives.
• Collaborate with the investment team to identify and evaluate new investment products and asset classes that align with the company's overall investment strategy.
• Monitor and evaluate the performance of existing investment portfolios, making recommendations for adjustments and enhancements as needed.

Operational:

• Perform in-depth financial analysis of investment opportunities, including financial statement analysis, valuation modelling, and risk assessment.
• Conduct due diligence on potential investments, including reviewing legal documents, conducting background checks, and assessing investment risks.
• Prepare investment reports and presentations for internal stakeholders, providing insights and recommendations based on thorough analysis and research.
• Collaborate with portfolio managers, traders, and other internal teams to ensure efficient execution of investment strategies and seamless portfolio management.

 Corporate Governance(Regulatory and Compliance)

• Ensure compliance with regulatory requirements, including reporting standards, investment guidelines, and industry best practices.
• Stay updated on relevant laws, regulations, and market developments affecting the asset management industry in Kenya.
• Monitor and manage regulatory filings, reporting deadlines, and compliance documentation.
• Conduct regular internal audits to assess compliance with policies and procedures and implement corrective measures when necessary.

People and Culture:

• Foster a culture of excellence, collaboration, and innovation within the asset management team.
• Provide mentorship and guidance to junior analysts, supporting their professional development and enhancing their analytical skills.
• Collaborate with other departments to promote cross-functional collaboration and knowledge sharing.
• Act as a subject matter expert, representing the company in industry conferences, seminars, and client meetings.

Key Competencies and Skills:

• Strong knowledge of financial markets, investment analysis techniques, and asset allocation strategies.
• Proficient in financial modelling, valuation methods, and investment research tools.
• Familiarity with Kenyan regulatory frameworks and compliance requirements for the asset management industry.
• Analytical mindset with strong attention to detail and ability to draw meaningful insights from complex data.
• Excellent problem-solving and critical thinking skills, with the ability to make informed investment decisions.
• Strong communication and presentation skills, with the ability to effectively convey investment recommendations to both internal and external stakeholders.
• Proactive and self-motivated, with the ability to work independently and prioritize tasks effectively.
• Strong leadership skills, with the ability to motivate and mentor a team of analysts.

Academic Qualifications and Relevant Experience

• Bachelor’s degree in Finance, Economics, or a related field.
• Master’s degree in Finance or a relevant discipline (preferred).
• Professional certifications such as CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant) will be an added advantage.
• Proven experience in investment analysis, asset management, or a related field, preferably in the Kenyan market