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CIC Insurance Group – Portfolio Manager (CICAM).

Get a free C.V. review by sending your C.V. to submitcv@careerassociated.com or click the following link. Submit C.V.! use the subject heading REVIEW.

IMPORTANT: Read the application instructions keenly, Never pay for a job interview or application.

Click the Links Below to Get Job Updates.

https://www.facebook.com/groups/1126060830815705

https://t.me/joinchat/EBWPu0Cfzh880lRySce_AQ.


PURPOSE:

Responsible for construction and management of client portfolios. He/she is also responsible for client reporting and making investment decisions within an investment committee.

PRIMARY RESPONSIBILITIES:

  • Evaluate and review asset allocation and other investment decisions on an ongoing basis to ensure optimal performance;
  • Attend client’s (existing) meetings to report on portfolio performance and present investment strategy for approval;
  • Monitor, re-balance and re-align the various portfolios to ensure adherence to client mandates, internal house view and regulatory framework;
  • Develop a list of approved counterparties for vetting as part of an investment committee;
  • Conduct portfolio analysis to make recommendation regarding asset allocation;
  • Conduct research on viable opportunities and develop reports on investment analysis to facilitate the investment decision process;
  • Train and orient new clients and assist all members to enhance their knowledge through appropriate educational opportunities;
  • Participate in the development of new investment products and
  • Participate in new client tenders and make presentations where necessary.

PERSON SPECIFICATIONS

Academic Qualifications

  • Bachelor’s degree in Economics, Finance, Statistics, Commerce, Applied Maths or in a related field.

Professional Qualifications

  • CFA, ICIFA,

Experience

  • Minimum of eight (8) years’ relevant experience, four (4) of which at supervisory level

Skills and Attributes

  • Excellent communication and presentation skills
  • Problem solving skills
  • Excellent interpersonal skills
  • Leadership skills
  • Good negotiation skills
  • Good analytical skills
  • Computer literate in MS Office and other office applications
  • Understanding of the working environment /competitors
  • Technical competence in asset management operations

If you have the aforementioned professional and academic qualifications and you are ready to execute the above mandate, strictly apply through: https://cic.co.ke/career/  clearly indicating the position being applied for.

The application should reach us by close of business on 11th July, 2022. Please note only short listed candidates will be contacted. If you do not hear from us by 10th August, 2022 consider your application unsuccessful.

N/B: This job advert is open to both internal and external candidates.

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