Jonathan Wakahe

Experience

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  Co-op Trust Investment Services Limited

  Dec 2008 - Nov 2010

  Portfolio Manager

  Co-opTrust Investment Services Limited, is the fund management subsidiary wholly-owned by the Cooperative Bank of Kenya. • Played a pivotal role in initiating, developing and securing pension mandates worth close to KES 2 billion over a 2 year span, leading to a circa 8% growth in AUM over the period• Managed investment policy and performance reporting for a KES 800 million institutional portfolio• Played a lead role in the development, editing and finalization of client reports• Relationship management for a pension fund clientele base worth over KES 500 million cumulatively and a high net worth individual clientele base worth over KES 300 million cumulatively Show less

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  ICEA LION Asset Management Ltd

  Dec 2010 - Aug 2011

  Fund Manager

  • Played a lead role in the development, editing and finalization of pitch books and other business development material• Relationship management for a pension fund clientele base worth over KES 4 billion cumulatively• Formulated investment strategies based on client circumstances and capital markets expectations • Implemented investment decisions on behalf of clients as approved by the Investment Committee

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  ICEA LION Asset Management Limited

  Sept 2011 - Sept 2014

  Head of Research

  The ICEA LION Group was formed as a result of a merger between Insurance Company of East Africa Limited (ICEA) and Lion of Kenya Insurance Company Limited (LOK). The two companies are well known Insurance and financial services market leaders in Kenya and the wider Eastern Africa region.Key contributions:• Established the Investment Research function with a focus on broadening capacity in macro, equity, fixed income and offshore analysis• Applied analytical skills to produce accurate business performance forecasts, macro projections and equity valuations, thereby delivered significant value to clientele• Developed, coached and mentored 3 analysts in financial modeling, investment research and investment thesis presentations• Member of the Investment Committee responsible for buy/sell/hold decisions for various managed equity and fixed income strategies• Reviewed specific deal opportunities including initial public offerings, seasoned equity offerings and debt issues, plus issued periodic reviews of the investment markets and the broader economy Show less

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  Pan Africa Asset Management Limited

  Oct 2014 - Aug 2015

  Senior Portfolio Manager

  Pan Africa Asset Management (PAAM) is an investment management firm registered under Kenya’s Capital Markets Authority and Retirement Benefits Authority.Key contributions include:• Successfully developed comprehensive equity valuation models as part of the stock selection process• Played a lead role in sourcing and on-boarding several retail clients into a newly launched suite of unit trust products• Spearheading the development, editing and finalization of client reports• Formulating investment strategies based on client circumstances and capital markets expectations• Relationship management for a pension fund clientele base worth over KES 12 billion cumulatively Show less

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  CfC Stanbic Bank Kenya

  Aug 2015 - now

  Wealth Manager

  Servicing the financial requirements of High Net Worth and Ultra High Net Worth Individuals within a framework of absolute discretion.