Portfolio Manager – Alternative Investments (CISL)
AI summary
Co-operative Bank of Kenya is hiring a Portfolio Manager – Alternative Investments (CISL) in Nairobi. The role involves sourcing, monitoring and reporting on alternative investments and Special Funds, leading client engagements, supporting due diligence and post-investment integration, and ensuring compliance and risk management. Candidates should have a business-related degree, ICIFA registration, and strong analytical and relationship-management skills.
- Senior investment role focused on alternative investments and Special Funds
- Requires ICIFA registration; CFA or CAIA is an added advantage
- Involves client engagement, due diligence, and performance reporting
- Based in Nairobi with full-time terms at Co-operative Bank of Kenya
AI job guide
Use this guide to check salary signals, requirements, documents, application steps and safety before you apply.
AI salary guide
Not enough public dataNot enough public salary data is available for this exact role. Before applying, prepare to ask about gross pay, benefits, contract length, probation period, transport and any allowances.
Can you qualify for this role?
- UnclearRelated work experienceThe text mentions experience, but the exact level should be confirmed at source.
- RequiredEducation or certification mentioned in the postThe captured text mentions education, a diploma, certificate, or licence.
- PreferredPractical evidence in retail, call_center, Portfolio ManagementThe tags and summary point to skills connected with this role.
- RequiredAvailability to work in NairobiThe vacancy is associated with this location.
- UnclearComfort with the Full Time contract termsConfirm hours, duration, probation and benefits at the original source.
Documents to prepare
- Likely requiredUpdated CV
- Role specificCover letter or short employer message
- OptionalProfessional references
- Role specificAcademic or professional certificates
- VerifyID or passport only after verifying the employer
Application tips for this job
- Place your strongest Portfolio Manager – Alternative Investments (CISL) evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to Co-operative Bank of Kenya and the role in Nairobi.
- Add concrete examples related to retail, call_center, Portfolio Management, ideally with measurable outcomes or clear responsibilities.
- Follow the instructions from JobWeb Kenya; avoid sending documents to unofficial contacts or copied links.
- Confirm the deadline, interview location and employer contact before sharing personal documents.
- Prepare a polite question about pay, benefits and contract terms for later interview stages.
Source and safety check
- JobWeb Kenya
- Original source link available
- Application method is clear
- Deadline not specified
- No major risk signal was detected in the captured text.
Never pay for interviews, shortlisting, medical checks, uniforms, or job placement. Confirm every application at the original source before sharing personal documents. Report suspicious listing.
Interview preparation
- What experience makes you a strong fit for this Portfolio Manager – Alternative Investments (CISL) role in retail, call_center?
- How have you handled responsibilities similar to those in this job post?
- Are you available to work in Nairobi under the listed contract or schedule?
- Prepare examples with clear responsibilities, tools used and measurable outcomes.
- Review the source and research Co-operative Bank of Kenya before the interview.
Ask what the first priorities will be in the role and how success will be measured.
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Original source description
- The Role
- Specifically, the successful jobholder will be required to:
- Offer support in alternative investments sourcing, monitoring and reporting across all CISL mandates.
- Create, manage and offer support in reporting for suitable Special Funds for both Retail and Corporate clients.
- Ensure outperformance and compliance across all the Special Funds under CISL Management.
- Actively lead engagements with clients in their alternative investment activities and maximize returns for assets under management through the analysis of alternatives efficiencies and identifying opportunities for improved performance.
- Work closely with various alternative investments service providers and consultants to provide direction and oversight of business plans and asset strategies for alternative investments.
- Create and maintain appropriate alternative investment performance evaluation metrics and reports as well as evaluating the suitability of existing and proposed client investments.
- Provide pre-acquisition input in the due diligence process including review of financial and operating assumptions; model full life cycle financial analysis for each alternative asset from acquisition to disposal; and manage the integration of assets post-investment.
- Lead and drive engagements with relevant regulators and alternative investment professionals for purposes of product design, development and compliance.
- Ensure that all risk management
Requirements
- within your remit are addressed and where necessary escalated through the available defined channels.
- Research and give viable proposals to changes in the Alternative investments space in discussion with CIO CISL / respective client Boards.
- Desired Skills and
Experience
- Bachelor’s degree in a Business related field.
- Professional Certification — Must be a registered & practicing member of ICIFA.
- Chartered Financial Analyst (CFA) or CAIA will be an added advantage.
- Understanding of Alternative Investments as an Asset Class and Special Funds as an Investment Product.
- Understanding of marketing and customer service principles coupled with knowledge of financial and accounting principles.
- Personal organization and thoroughness coupled with the ability to work under minimum supervision with good judgement and decision-making skills.
- Pro-active in problem solving coupled with the ability to work under own initiative.
- Good attention to detail, an ability to see the bigger picture and a head for figures, margins, budgets, and revenue.
- Demonstrated ability to negotiate, develop and leverage mutually beneficial relationships.
