Expired 1 week ago
Portfolio Manager
Due Diligence & Transaction Advisory
contract
| P1
Nairobi,
Nairobi County,
Kenya
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Job Summary
ZEP-RE is seeking a highly analytical and results driven Portfolio Manager to join our team. This role is ideal for a seasoned investment professional with strong global market insight and a proven ability to manage diverse investment portfolios. As a Portfolio Manager, you will be responsible for conducting rigorous global economic research and independently managing investment transactions across both traditional and alternative asset classes. The role requires strong analytical capability to generate actionable insights that inform investment strategy and decision making. The Portfolio Manager will play a critical role in ensuring robust due diligence and delivering high quality investment recommendations to senior leadership and investment committees
Job Details
KEY DUTIES AND RESPONSIBILITIES
A. Economic & Industry Research
i. Conduct in-depth global macroeconomic and industry research to identify trends, risks, and opportunities relevant to the organization’s strategy.
ii. Produce flagship reports on market outlooks (investment and insurance ecosystem) with actionable implications for strategic decision-making and asset allocation.
B. Pipeline Sourcing and Investment Due Diligence
i. Lead transaction lifecycle due diligence for investment opportunities across public markets, private markets, and alternative asset classes.
ii. Lead the assessment of financial models, business plans and all relevant risk metrics for new investments.
iii. Coordinate with the relevant stakeholders: Internal (ESG, Risk, Finance, Legal, Operations) and external stakeholders to ensure transactions meet internal standards.
iv. Prepare and present investment recommendations to the investment committees and relevant stakeholders for approval.
C. Portfolio Management
i. Monitor performance of assigned investment portfolios and present tactical shifts to the investment committees and relevant stakeholders.
ii. Monitoring transaction agreement deliverables, including conditions subsequent, commercial business agreements, growth and integration plans, among others.
iii. Periodic valuation of investment portfolios to support portfolio monitoring and audits
D. Data Analytical Insights
i. Develop analytical frameworks and dashboards to enhance insight generation.
ii. Analyze large financial and economic data and provide clear and actionable recommendations for decision-making.
Requirements
Minimum Requirements
- Master’s degree in Finance, Business Administration, Economics, or a related field.
- Professional certification such as CFA or CAIA is highly desirable.
- 7–10 years of relevant experience in investment banking, asset management, private equity, venture capital, or related investment roles.
- Strong understanding of ESG principles and their integration across the investment lifecycle.
- Proven experience working closely with C-suite executives and Investment Committees.
- Demonstrated strengths in research, financial analysis, and project management.
- Experience working in multicultural and cross-functional environments.
- Proficiency in PowerPoint, Power BI, and market data platforms is an added advantage.
Core Competencies & Attributes
- Strategic thinker with strong execution focus.
- Highly analytical, detail-oriented, and innovative
- Strong interpersonal skills with the ability to build trust and influence across all levels of the organization.
- Ability to challenge sponsors, executives, and advisors - able to demonstrate professional skepticism when reviewing potential transactions.
- High ethical standards, discretion, and professionalism.
- Ability to manage tight timelines, competing priorities, and multiple workstreams across a deal cycle.
- Ability to look beyond pre-deal analysis to assess post-investment value and long-term return drivers.
Key Relationships
Internal: Executive and Senior Management, Investment Committee, Portfolio Managers, Finance, ESG, Risk, and Legal teams.
External: Deal Sponsors, Advisors, Issuers, and Outsourced Portfolio Managers.
Work Environment
Office-based role located at the Head Office in Nairobi, Kenya.
Benefits
Attractive Compensation & Benefits Package
About Company
ZEP-RE (PTA Reinsurance Company)
ZEP-RE (PTA Reinsurance Company) is a leading reinsurer in Africa and a specialised institution of the Common Market for Eastern and Southern Africa (COMESA). The company was established in 1990 under the then Preferential Trade Area, a precursor to COMESA, to develop the insurance and reinsurance industries and support capacity building.