MGL
Madison Group Limited
Assistant Portfolio Manager at Madison Group Limited
KenyaFull TimeMid-Senior Level
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Madison Group Limited
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Purpose of the Role
The Assistant Portfolio Manager provides comprehensive support to the Investment Manager in the day-to-day management of client portfolios and the overall operations of the Investments Department. The role is crucial for ensuring the smooth execution of investment strategies, timely and accurate reporting, and adherence to all regulatory guidelines set by the Capital Markets Authority and the Retirement Benefits Authority.
Key Responsibilities
Key responsibilities for the position are as hereunder:
Support the Investment Manager in developing and implementing asset allocation strategies for client portfolios
Monitor investment dealing and trading activity, and prepare portfolio performance reports against benchmarks
Conduct fundamental and technical research to generate investment ideas and macroeconomic perspectives
Prepare and consolidate investment, fund, and compliance reports for management, clients, trustees, and regulators (CMA, RBA)
Liaise with stockbrokers, custodians, and other third-party service providers
Support client communication, presentations, and marketing initiatives
Qualifications, Experience, and Competencies
Qualified candidates are expected to possess the following
Bachelor's degree in Business, Finance, Economics, or a related field; demonstrable progress toward a Master's degree is an added advantage
A professional qualification such as CISI, CIFA, or progress towards the CFA program is highly desirable
4 – 6 years' experience in the investment or fund management industry
Strong analytical and quantitative skills with a solid understanding of financial modelling and valuation
Proficiency in investment software and data platforms
Excellent communication and report writing skills, with a high level of attention to detail and accuracy
Demonstrated high ethical standards and impeccable integrity