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Portfolio Manager – Fund & Wealth, Kcb Investment Bank At Kcb Bank Kenya

Kcb Bank Kenya

full time Nairobi, Nairobi, Nairobi, KE Posted 4 weeks ago

Kenya Commercial Bank Limited is registered as a non-operating holding company which started operations as a licensed banking institution with effect from January 1, 2016. The holding company oversees KCB Kenya - incorporated with effect from January 1, 2016 - and all KCB's regional units in Uganda, Tanzania, Rwanda, Burundi, Ethiopia and South Sudan. It als... Portfolio Manager - Fund & Wealth, KCB Investment Bank Key Responsibilities Investment Strategy Development Develop and implement tailored investment strategies based on client objectives and risk profiles Analyze market trends, economic indicators, and emerging opportunities to guide investment decisions Maintain strong expertise across asset classes including equities, fixed income, real estate, private equity, and alternative investments Portfolio Management Manage and oversee diversified investment portfolios aligned with strategic goals Monitor performance, rebalance portfolios, and adjust strategies to manage risk and maximize returns Apply financial modeling and analytical tools to evaluate investment scenarios Client Communication & Reporting Provide regular portfolio updates and market insights to clients Present investment strategies to institutional investors, pension funds, and high-net-worth individuals Prepare high-quality reports and presentations for client engagements Address client queries promptly while maintaining strong relationships and trust Research & Analysis Conduct in-depth research on markets, asset classes, and macroeconomic conditions Stay updated on regulatory developments and industry best practices Collaborate with research teams to enhance investment decision-making Support due diligence, valuation analysis, and credit risk assessments Collaboration & Team Support Work closely with wealth managers and advisors to deliver integrated financial solutions Contribute to strategy discussions, market outlook sessions, and client case reviews Support the division’s strategic initiatives and growth objectives Minimum Qualifications-Academic & Professional Mandatory: Bachelor’s Degree from a recognized university Professional certification (e.g., CFA, CPA (K), CISA, CCMS, ICIFA, or CISI – Part 3) Experience Minimum of 5 years’ relevant experience in portfolio or fund management Core Experience (minimum 3 years in most areas below): Portfolio or Fund Management Compliance & Risk Management Financial Modelling & Valuation Business Development Relationship Management Alternative Investments Additional Advantage: Master’s Degree in Business or a related field Market Research & Asset Allocation Key Competencies Strong analytical and financial modelling skills Deep understanding of investment markets and instruments Excellent client relationship and communication skills Strategic thinking and decision-making ability High level of professionalism and integrity