National Bank of Kenya
Job Title: Investment
Analyst
Job Ref No.HR/047/17
Available Position: One (1)
Available Position: One (1)
Division: Corporate
Banking
Reporting to: Principal
Officer- Natbank Trustee & Investment Services
Key Responsibilities:
- Conduct
macroeconomic, industry and company research and analysis as well as
identify new asset allocation and securities.
- Develop
company valuations and financial models to be used in decision making by
the portfolio management team.
- Identify attractive
investment opportunities for the Bank in order to diversify the portfolio.
- Develop
transaction marketing materials including selling memoranda, road show
presentations and pitch books with the aim of capturing the intended
market i.e. pension schemes and high network clients.
- Act as a point
of contact throughout the transaction process to ensure effective and
smooth operations.
- Develop varied
industry and transaction expertise, and stay current on industry trends
and developments
- Understand the
underlying trends that affect the equity and fixed income capital markets
e.g. inflation, relevant legislations, profitability of companies etc.
- Obtain a
clear and wide understanding of the interests and investment criteria of
private equity firms, and the factors that guide their decisions.
Skills & Experience:
- Bachelor of
Commerce - Finance Option/ Degree in Actuarial Science, Statistics, or any
other Finance related course
- Msc . in
Finance and Experience in Pension fund management industry will be an added
advantage
- At least one
(1) year experience in a busy Investment Management firm
- Proficient in
computer applications, especially Excel
- Chartered
Financial Analyst (CFA) level 2 qualification
- Institute of
Chartered Investment Financial Analysts (ICIFA) practising member
- Registered
with Chartered Institute of Securities & Investment (CISI)
- Financial
Modelling certificate with demonstrated experience in creating Financial
Models
- Excellent
research skills
- Strong
analytical & problem solving skills
- Good writing,
communication & interpersonal skills
Job Title: Portfolio
Manager
Job Ref No.HR/048/17
Available Positions: One (1)
Available Positions: One (1)
Division: Corporate
Banking
Reporting to: Principal
Officer- Natbank Trustee & Investment Services
Position scope: The
successful candidate will be responsible for creating and managing investment
allocations for client’s institutional or corporate investors in line with
Retirement Benefits Authority (RBA) & Capital Markets Authority (CMA)
guidelines so as to achieve the client's investment objectives.
Key Responsibilities:
- Participate
actively in the development and implementation of investment strategies,
including overall asset allocation decisions and underlying investment
selection in coordination with the investment committee and in line with
the Fund’s investment policy
- Ensure
Investment Committee recommendations are promptly executed in line with
RBA and the Investment Policy Statement (IPS) limits
- Report to the
Trustees on the fund’s performance, key transactions undertaken during the
reporting period as well as proposed strategy for the coming period
- Sell Natbank
Trustee & Investment Company products which include Retirement
Schemes’ Management, wealth management, and retail investment.
- Oversee proper
cash management as per set guidelines by ensuring cash is swept within two
days and the funds availed for payments within 7 days.
- Proactively
search for new investment opportunities and submit proposals on their
suitability to the Board of Trustees
- Rebalance the
client portfolios to align them to IPS at least once monthly.
- As a member of
the Investment Committee, thoroughly analyze the assumptions for valuation
models and critically interrogate the recommendations made by the Research
Team
- Continually
advise Management on new products and improvements that can grow the funds
under management
- Work with
other specialist investment consultants including offshore partners and
property agents so as to maximize Scheme’s returns
- Effectively
communicate the Banks investment process, overall economic and investment
outlook for client meetings and internal and external communication
- Attend the
Quarterly Board of Trustees meeting and present the Investment Management
Quarterly report, the economic commentary and the strategies for the next
quarter
- Liaise with
the client in all matters pertaining to the retirement fund including
payments, and with external consultants appointed by the scheme e.g.
auditors, Administrators, Custodians & Actuaries
- Continually
Train Trustees on new Market Developments including changes in legislation
and new products e.g. Real Estate Investment Trusts (REITS) and
Derivatives
Skills & Experience:
- Bachelor of
Commerce Finance Option/ Degree in Actuarial Science, Statistics, or any
other Finance related course
- MBA or Msc. in
Finance will an added advantage
- At least five
(5) years experience in a busy Investment Management or Insurance firm
- Experience in
Pension fund management industry will be an added advantage
- Experience in
Marketing & Business Development
- Proficiency in
computer applications
- Demonstrated
knowledge of Financial markets
- Good knowledge
of CMA and RBA regulations
- Chartered
Financial Analyst (CFA) qualification, level 1
- Institute of
Chartered Investment Financial Analyst (ICIFA) practising member
- Chartered
Institute of Securities & Investment (CISI) stage one certification
- Strong
analytical skills
- Client
relationship management skills
- Excellent
written and oral communication skills
How to Apply:
Send your CV and application
letter showing how you meet the role requirement stated above to:
Recruitment@nationalbank.co.ke by 6th September 2017.
Please state your current and
expected remuneration.
Please note that applications
received after the deadline will not be considered.
Only shortlisted candidates
will be contacted for the next stage/s of the process.