Portfolio Manager

PORTFOLIO MANAGER CIC Insurance Group ABOUT CIC INSURANCE GROUP CIC Insurance Group stands as a leading financial services institution with over fifty years of proven excellence in delivering comprehensive insurance and investment solutions. Operating across Kenya, Uganda, South Sudan, and Malawi with a listing on the Nairobi Securities Exchange, the organization has established itself as a trusted partner for individuals, families, and businesses seeking financial security. The Group specializes in life insurance, general insurance, micro insurance, asset management, and investment solutions. Driven by the principle "We Keep Our Word," CIC Insurance Group maintains steadfast commitment to integrity, transparency, and accountability across all client and stakeholder relationships. The organization remains committed to innovation and digital transformation, developing inclusive financial solutions that serve cooperatives, small and medium enterprises, corporate clients, and individuals throughout Africa. THE OPPORTUNITY Reporting directly to the Head of Investment, you will take charge of designing and managing comprehensive investment strategies that align with client objectives while responding effectively to market dynamics. This is a strategic role where you will construct and optimize diversified portfolios, maintain strong client relationships, ensure regulatory compliance, and actively contribute to business expansion through collaborative leadership and continuous innovation. YOUR CORE RESPONSIBILITIES Investment Strategy and Execution You will develop, implement, and oversee investment strategies customized to individual client risk tolerance, investment objectives, and prevailing market conditions. Your approach will balance strategic vision with practical market execution. Portfolio Development and Active Management You will build optimally structured portfolios that reflect the organization's investment perspective, adhere to each client's Investment Policy Statement, and meet all regulatory requirements. Through continuous monitoring and strategic adjustments, you will ensure portfolios respond to evolving market expectations and shifting client needs. You will participate actively in identifying and evaluating investment opportunities while consistently generating returns that exceed established benchmarks and peer performance metrics. Client and Stakeholder Relationship Management You will cultivate and maintain strong professional relationships with clients, custodians, administrators, regulators, and key service partners. Proactively identifying client needs and addressing concerns will be essential to maintaining mandate stability and deepening client confidence. You will ensure all client communications, reports, and updates are comprehensive, timely, and accurate while keeping clients informed of emerging investment opportunities aligned with their objectives. Risk Management and Regulatory Compliance You will maintain strict adherence to all applicable regulatory standards, client-specific requirements, and internal policies. Your diligence in this area will protect both client interests and organizational integrity. Business Development Support You will collaborate with the Business Development team to support the acquisition of new mandates and the cultivation of existing client relationships, contributing directly to organizational growth. Team Leadership and Development You will actively participate in company events including webinars, seminars, workshops, and media briefings, serving as an educator to the general public, current clients, and prospective clients. Within your team, you will mentor and coach junior team members, fostering their professional development and capability growth. Innovation and Process Enhancement You will contribute to the development of new investment products and business initiatives, identify opportunities for process improvement, and support initiatives that enhance value delivery to both clients and the organization. YOUR QUALIFICATIONS AND EXPERIENCE Education and Professional Credentials You must hold a Bachelor's degree in Finance, Economics, Mathematics, Actuarial Science, Financial Engineering, or a closely related field from a recognized institution. Professional credentials are highly valuable and desirable, including CFA (Chartered Financial Analyst), ICIFA (Institute of Certified Investments and Financial Analyst), CISI (Chartered Institute for Securities and Investments), or equivalent qualifications. Professional Experience You must have a minimum of eight years of relevant professional experience in investment management, portfolio management, or closely related disciplines. Market Knowledge and Expertise You will demonstrate comprehensive knowledge of Kenyan, East African, and global financial markets across multiple asset classes including equities, fixed income, and alternative investments. Familiarity with relevant regulatory frameworks governing investment operations is essential. CRITICAL COMPETENCIES Integrity and Ethical Practice You will demonstrate unwavering commitment to ethical investment practices, regulatory compliance, and adherence to industry best practices. Investment Expertise You will possess demonstrable expertise across asset allocation, security selection, portfolio construction, and rebalancing across fixed income, equities, and alternative asset classes. Research, Analysis and Modeling You will bring advanced financial modeling skills, sophisticated data analysis capabilities, and strong proficiency with industry tools including Bloomberg and emerging artificial intelligence applications. Your ability to interpret market trends and convert complex data into actionable insights will be critical. Communication Excellence You will communicate clearly and effectively, both verbally and in writing, translating complex investment concepts and detailed reports into language accessible to diverse audiences. Cross-Functional Collaboration You will work