Senior Investment Manager at NCBA Group

Job Purpose Statement

This is a senior technical and client-facing role, which will entail managing portfolios and client relations for Institutional, pension, private wealth and collective investment scheme portfolios in order to meet client requirements and grow Assets under Management. The incumbent shall be a member of the Investment team and the investments committee and he/she shall lead investment managers, dealers and analysts, for assigned client relationships and advisor to clients on all portfolios under his/her management. The incumbent will be responsible for successful structuring and implementation of client investment policy statements and ensuring terms of engagement are consistently adhered to, risks management measures are adhered to and clients’ expectations are met. The incumbent shall ensure high quality clients service with would lead to client stickiness, high AUM/ client mandate retention rate and referral business.
The incumbent will be a representative of the NCBA IB at statutory meetings such as Annual General Meetings for the investment funds that he/she manages. Additionally, represent the firm at committees of Industry bodies such as Fund Manager’s Association (FMA).

Key Accountabilities (Duties and Responsibilities)

Financial 50% 

• Establishing, managing and retaining existing relationships and generating new business in the pensions, wealth management and collective investment schemes.
• This will lead to increase in assets under management, management fees.
• Ensure timely collection of management fees for assigned mandates and adherence to pricing policy.

Internal Business Processes 10% 

• Day to day formulation of client’s investment policy statements, assessment client risk appetite, return and portfolio constraint characteristics, modelling portfolios,
• Consistency in adherence to and application of established policies, processes, and tools to achieve optimal efficiency, compliance and cost containment. Minimization of exposures to and impact of risks associated with client portfolio in line with the NCBA asset management policies, CMA regulatory requirements, KYC and AML policies.
• The role will also follow through with the back office and front office teams to ensure accuracy of client records, adherence to KYC requirements, completion of portfolio execution and allocation decisions, issuance of client report etc. as may be applicable
• Guiding the Investment Dealers in execution of investment decisions.
• Guiding the investment/ research analysts in providing investment reviews, analysis and modelling to ensure

Customer 30% 

• The role entails Account Relationship Management to ensure the customer relations are maintained well to reduce complaints and also retain existing customers by
• management of customer expectations.
• Working with Business development managers to listen and articulate client/market needs and industry trends and preparing/proposing of the development of new product to be offered to individual clients, target client groups and collective investment vehicles.
• Developing strategies for maintaining and further penetrating existing client base, growing the portfolio assets and execute the strategy through calls, visits, needs assessment, and follow-up meetings to maintain, enhance and expand customer relationships.
• Support the business development team in preparing investment proposals, meeting clients and closure of new business to ensure growth in assets under management and management fees.

Job Specifications

• University degree in an analytical or business related course
• A Master’s degree in relevant field will be an added advantage.
• A minimum of 7 years working experience in Asset Management, Corporate Finance, Stock Brokerage or related Field with a bias to investment management.
• CISI and ICIFA membership a requirement
• Working knowledge of an investment management system is an added advantage