Job Detail

Job Description

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

• 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

• 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

Candidates with the required qualifications, experience, and competencies who wish to apply for the above position are required to forward their applications with their CVs, copies of relevant certificates, and details of current remuneration to the Human Resources Manager at hr_recruitment@madison.co.ke not later than 16th September 2026.