Job Description
1. Developing an annual fund management strategy, presenting it to the
investment committee for approval, executing it and reviewing it periodically
to ensure that the Company is meeting the portfolio return goals envisaged
under each portfolio’s Investment Policy Statement
2. Preparing an Investment Policy Statement (“IPS”) for each portfolio and
keeping the IPS for each portfolio up to date;
3. Producing weekly, monthly and quarterly performance review reports for each
4. Ensuring that all client portfolios meet performance benchmarks in line with
the IPS for each portfolio whilst following industry best practice;
5. Producing monthly and quarterly macro-economic, money and capital
markets research to guide the Company’s research driven investment process
6. Producing and presenting quarterly reports for the Board, Regulators,
Trustees and Individual Clients for portfolios under the Company’s
7. Producing monthly Fund Fact Sheets for each portfolio under the Company’s
8. Producing and presenting reports for the Annual General Meetings for the
Company’s Collective Investment Scheme(s), Individual, Umbrella and
Corporate Pension Schemes;
9. Advising clients on the best investment management strategies for assets under
the Company’s management;
10.Resolving issues that may arise with internal and external counter-parties in
the management of client portfolios;
11.Reviewing and providing advice and input in improving the Company’s fund
12. Assisting the Compliance Officer in ensuring regulatory compliance;
13.Undertaking business development with specific focus on institutional clients
and high net-worth individuals;
Closing date for applications is 30th November 2014
All applicants should send an up to date CV with a recent passport size photo to info@amanacapital.co.ke.
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