1. Portfolio Manager – Fixed Income
2. Portfolio Manager – Equities
3. Investment Analyst
British-American is a leading financial services organization with global presence.
Our vision is to be the most trusted financial services company.
We seek to offer superior insurance and asset management services to individuals, business corporations and non-governmental organizations.
We are seeking to fill the following positions, within the Asset Management Team, with individuals who are proactive
and selfclriven and who can apply their knowledge, diligence and experience to contribute to the achievement of our
mission to delight our customers with outstanding financial services.
and selfclriven and who can apply their knowledge, diligence and experience to contribute to the achievement of our
mission to delight our customers with outstanding financial services.
Portfolio Manager – Fixed Income
Ref: BAA/6/2010/PF
Reporting to the Managing Director, the Portfolio Manager — Fixed Income will be responsible for the daily portfolio management activities within all fixed income asset classes including investment research and assist in business development and marketing activities when required.
Key Responsibilities
- General portfolio management responsibilities within all fried income asset classes, implementing the team’s investment strategy and ideas consistently across all portfolios.
- Undertaking research and analysis pertaining to fixed income securities, including monitoring fundamental and technical developments in the primary and secondary markets.
- Develop enhanced systems for managing fixed income portfolios.
- Maintain awareness of portfolio management trends and performance improvement techniques, fixed income market conditions and economic trends through financial press and relevant publications.
- Maintain sector allocations and curve positioning consistent with the group’s portfolio strategy.
- Maintain overall portfolio compliance and organize the resolution of issues with the appropriate trading desks and portfolio managers.
- Assisting in structuring and launching new investment products.
- Actively seek new business, following up all leads and meeting with clients to update them on the performance of the assigned funds/portfolios.
Qualifications, Knowledge, Experience
- Bachelor degree in Finance, Economics, Statistics or Mathematics with strong academic record.
- Masters degree in a quantitative discipJine would be an added advantage.
- Minimum five (5) years working experience in financial markets with hands on exposure to fixed income securities.
- Professional qualification in Finance/Investment e.g. attained CFA status or actively studying for CPA.
- Strong analytical and conceptual skills with strong knowledge of investments.
- Strong inter-personal skills and ability to work in a team-oriented and collaborative environment.
- Strong team player with excellent leadership skills.
Portfolio Manager – Equities
Ref: BAA/6/2010/PE
Reporting to the Managing Director, the Portfolio Manager — Equities will be responsible for analyzing investment portfolios to determine asset allocation opportunities to maximize return or minimize investment risk, review and implement the underlying investment guidelines and structuring the portfolios accordingly.
Key Responsibilities
- General portfolio management responsibilities of all equity asset classes including review analyze and re-balance client portfolios on an ongoing basis to maintain compliance with model portfolio.
- Maintain portfolio composition by monitoring individual security and sector deviations from index.
- Executing equities securities transactions in a timely and efficient manner.
- Analyze economic cycles with the view to determine whether growth or value methods of stock selection are most appropriate at any given point in time.
- Gather and conduct research relating to equities and provide qualitative and quantitative research coverage for equity market.
- Perform data and information analysis on market trends across all markets,
- Serve as the lead representative of the company research in the market.
- Prepare various investment reports.
Qualifications, Knowledge, Experience
- Bachelor degree in Finance, Economics, Statistics or Mathematics with strong academic record.
- Masters degree in a quantitative discipline would be an added advantage.
- Minimum five (5) years working experience in financial markets with hands on exposure to fixed income securities.
- Professional qualification in Finance/Investment e.g. attained CFA status or actively studying for CFA.
- Strong analytical and conceptual skills with strong knowledge of investments.
- Strong inter-personal skills and ability to work in a team-oriented and collaborative environment.
- Strong team player with excellent leadership skills.
Investment Analyst
Ref: BAA/6/20 10/IA
Reporting to the Portfolio Manager, the investment analyst will undertake research to provide ideas and information for decisions relating to the investment portfolios under management.
Key Responsibilities
- Researching and analyzing financial information relating to specific industries and companies.
- Carrying out financial modeling and data analysis.
- Conducting regular meetings with the management of companies listed on the stock exchange.
- Keeping up to date with market developments, new investment products and all other areas that can affect the financial markets.
- Participation in the evaluation, formulation and implementation of investment strategies.
- Making presentations and recommendations as to which funds and securities should be included in investment portfolios, and meeting regularly with fund managers.
Qualifications, Knowledge, Experience
- Bachelors degree in Economics, Finance, Mathematics, Statistics or a related discipline with strong academic record.
- Professional qualification in Finance/Investment e.g. CFA or be a registered student and actively pursuing the CFA qualifications.
- Working experience of at least 3 years in investment management, corporate finance, investment banking or stock broking.
- Excellent financial modeling skills.
- Knowledge of investments and financial markets.
- Demonstrated ability to research, analyze and evaluate investment strategies and positions.
An attractive remuneration package will be offered to successful candidates. In-house training and a professional office environment will also be offered.
If this position is of interest to you, please email your detailed curriculum vitae and covering letter explaining how you would meet the demands of this challenging position giving full names and contacts of 3 referees to
hr@british-american.co.ke.
Hard copies will not be accepted.
Quote the reference number as the subject of the application.
Applications should be received not later than l6thJuIy 2010.
Only shortlisted candidates will be contacted.
