Assistant Portfolio Manager

About the role

The Assistant Portfolio Manager supports the Investment Manager in the day-to-day management of client portfolios across equities, fixed income, derivatives and money market instruments, in both local and global markets. The role combines portfolio management with active dealing and is crucial for the smooth execution of investment strategies, effective management of risk and liquidity, timely and accurate reporting, and adherence to the regulatory guidelines of the Capital Markets Authority and the Retirement Benefits Authority. The position is full time in Nairobi.

Key responsibilities

• Support the Investment Manager in developing and executing investment strategies and asset allocation, and in monitoring portfolio performance and risk
• Analyse local and global equity markets, generate investment ideas and execute equity trades while managing liquidity and complying with investment mandates
• Trade fixed income instruments, including government securities and sovereign and corporate Eurobonds, analysing interest rate movements and managing credit, duration and liquidity risk
• Trade derivatives (futures and options) and currencies (FX), including pricing contracts, managing leverage and margin requirements and monitoring real-time market movements
• Conduct market and macroeconomic research, manage client relationships, support client presentations and marketing, and identify new business opportunities

Required profile

• Bachelor's degree in Business, Finance, Economics or a related field; progress toward a Master's degree is an added advantage
• 4-6 years' experience in investment or fund management, with at least 3 years in a dealing or trading role
• Professional qualification such as CISI, CIFA, or progress toward the CFA program is highly desirable
• Good knowledge of CMA and RBA regulations, investment compliance and trade settlement processes

Required skills

• Strong analytical and quantitative skills, with a solid understanding of financial modelling, valuation and the pricing of fixed income and derivative instruments
• Proficiency in trading platforms, market data tools (e.g. Bloomberg or Refinitiv) and advanced Excel
• Excellent communication and report writing skills, strong client relationship skills and attention to detail

Candidates apply through the recruitment agency by sending their CV, copies of relevant certificates and details of current remuneration to the Human Resources Manager by 18 November 2026.