Investment Manager at Lafayette Resources

Purpose of the Investment Manager Role holder

The Investment Manager will build and manage a high performing team of investment professionals including Portfolio Manager(s), Research Analyst(s) and Assistant.

The Investment Manager Job duties

• Oversee the day-to-day management of investment assets including Real Estate, Equity and Debt Markets, Structured Notes, Private
• Placements, etc. within the East Africa region and management of investment funds (including Unit Linked Funds).
• Monitor and analyze economic trends and impact on the investment assets as well as Identify possible investment opportunities for growth.
• Prepare annual and quarterly economic analysis and investment plans for each fund for review by the Investment Committee, including asset allocation strategy and create an approved portfolio of investments, and implement re-balancing actions in accordance with the investment policy.
• Build, lead and coach a team of qualified investment professionals to achieve business objectives, KPI’s and financial targets and maximize investment performance and returns in accordance with the investment policies of the Group.
• Conduct due diligence, valuations and financial modeling on potential investments opportunities.
• Identify risk adjusted benchmarks including measurable returns and ensure the required risk parameters, reviews and monitoring processes are in place to maintain quality portfolios and provide for prudent investment decision making.
• Working closely with the Actuarial Department to ensure proper Asset Liability Management and Modeling on an annual basis with quarterly updates. Ensure risk management within the Investment functions through implementation of appropriate risk management tools.
• Monitor of actual performance, analyzing variances and recommending actions on a regular basis.
• Undertake and manage traditional investment research and technical analysis to arrive at credible investment decisions for recommendation.
• Build a culture of organizational excellence by providing strategic leadership and vision to subordinates and promote opportunities for professional growth, development and effective succession planning.
• Ensure the company’s investment strategy and policies are in compliance with the insurance regulations in the region.

Internal Profile

Reporting to Chief Investment Officer / Group Chief Financial Officer

Qualifications  for the Investment Manager

• Bachelor Degree in finance/related studies in addition to MBA or CFA (Preferred).
• Knowledge of Microsoft Excel, Power point and investment related software.
• Extensive senior leadership experience in investment management with a minimum of 7 years’ diversified investment experience across asset classes in the Kenyan environment.
• Experience in the insurance industry is not essential, but will be viewed as an advantage.

The Ideal Person for Investment Manager Job

• Excellent interpersonal and communication skills; both verbal and written are mandatory.
• Ability to demonstrate a comprehensive understanding of the risks and expected returns of potential investments and recommending / declining investment decisions on that basis.
• Excellent managerial and leadership skills.
• Ability to handle the teams and work under pressure.
• Updating knowledge on the new trends of investment and financial strategies.
• Excellent presentation skills.

If you believe you are qualified and ready to take on new challenges, then we want to talk to you urgently.