Business Manager, I&M Capital

I&M Bank Kenya Limited is a leading financial institution offering a comprehensive range of banking and financial services. It is part of the I&M Group, operating across East Africa.

The Business Manager at I&M Capital plays a pivotal role in assisting the Chief Executive Officer in advancing the firm's strategic objectives and improving executive efficiency. This position is responsible for converting strategic goals into practical action plans, overseeing business performance, coordinating initiatives across various departments, and providing timely, high-quality management information to facilitate informed decision-making. Acting as a crucial link between the CEO and senior management, the Business Manager fosters organizational alignment, accountability, and the prompt implementation of agreed actions. Furthermore, the role involves supporting strategic projects, identifying business growth opportunities, facilitating regional expansion, and driving operational improvement initiatives to enhance the firm’s competitiveness and ensure sustainable growth.

1. Support the development, refinement, and communication of the firm’s strategic priorities, annual business plans, and performance objectives.
2. Translate strategic priorities into actionable plans with defined milestones, deliverables, performance indicators, and accountability structures.
3. Monitor the implementation of strategic initiatives, identify execution gaps and emerging risks, and recommend corrective actions.
4. Prepare strategic progress reports and facilitate management reviews to assess performance against agreed objectives.
5. Coordinate, prepare, and submit Board papers, executive presentations, briefing notes, and supporting documentation.
6. Support the CEO in preparing for Board meetings, committee meetings, and strategic planning sessions.
7. Maintain records of key decisions, resolutions, and agreed actions, ensuring their implementation.
8. Liaise with the Company Secretary and relevant governance personnel to ensure effective coordination, confidentiality, and adherence to established governance arrangements.
9. Develop and maintain management reports, dashboards, and performance tracking tools for the CEO and senior management.
10. Consolidate and analyze financial and operational information, including profitability, assets under management, business growth, budgets, client activity, and other relevant performance indicators.
11. Identify performance trends, budget variances, risks, and opportunities for improvement.
12. Collaborate with Finance, Investment Advisory, Operations, Risk, Compliance, and other functions to ensure accurate and timely reporting.
13. Conduct financial analysis and scenario modeling to assess the commercial and operational implications of management decisions.
14. Coordinate the CEO’s calendar, meetings, engagements, and business commitments in line with strategic priorities.
15. Prepare agendas, briefing notes, presentations, and other materials required for executive engagements.
16. Maintain an effective system for tracking decisions, deadlines, deliverables, and outstanding actions.
17. Facilitate information flow to and from the CEO’s office, ensuring that critical matters are prioritized, addressed, and escalated appropriately.
18. Coordinate executive meetings, strategy workshops, and other corporate activities while maintaining appropriate records and confidentiality.
19. Serve as a coordination point between the CEO and senior management across Investments, Finance, Operations, Risk, Compliance, Legal, Technology, Client Coverage, and other functions.
20. Facilitate collaboration and alignment on corporate priorities, management decisions, and strategic initiatives.
21. Monitor interdepartmental dependencies, follow up on commitments, and escalate delays or implementation challenges.
22. Promote accountability, timely communication, and effective resolution of issues while respecting established reporting lines and functional responsibilities.
23. Provide analytical and project management support for CEO-sponsored initiatives and strategic assignments.
24. Conduct research, financial assessments, business analysis, and scenario modeling to support commercial decisions.
25. Coordinate project plans, budgets, timelines, deliverables, and progress reporting.
26. Support business improvement, operational efficiency, client experience enhancement, product development, distribution expansion, and other growth opportunities.
27. Prepare executive-level recommendations and decision papers outlining available options, risks, implications, and proposed actions.
28. Maintain awareness of the regulatory, fiduciary, conduct, and reputational risks relevant to the wealth management business.
29. Ensure compliance with internal policies, governance arrangements, confidentiality requirements, and applicable regulatory obligations.
30. Escalate material risks, governance concerns, and execution challenges to the CEO.
31. Work with Risk, Compliance, Legal, and other control functions on initiatives with relevant risk or regulatory implications.
32. Uphold high standards of integrity, discretion, accuracy, and professionalism.

1. A bachelor’s degree in Finance, Economics, Business Administration, Accounting, Management, Investment Management, or a related discipline.
2. A postgraduate qualification or Chartered Institute of Securities and Investments (CISI) professional certification is an advantage.
3. Approximately 7–10 years of relevant professional experience in financial services, corporate strategy, management consulting, business management, financial analysis, or a related field.
4. Experience supporting senior executives, coordinating strategic initiatives, monitoring business performance, and managing cross-functional priorities.
5. Strong exposure to fund management, wealth management, investment banking, or another regulated financial services environment.
6. Demonstrated experience preparing executive reports, Board materials, business plans, management presentations, and analytical papers.
7. Experience in project management, budgeting, strategic analysis, governance processes, or business development, with regional expansion exposure being an advantage.
8. Strong business acumen, commercial judgment, critical thinking, research, and problem-solving skills.
9. Ability to translate financial and operational data into actionable insights.
10. Excellent planning, organization, prioritization, coordination, performance monitoring, and follow-through skills.
11. Ability to manage competing deadlines and deliver quality results under pressure.
12. Strong written and verbal communication, executive report-writing, presentation, relationship management, and influencing skills.
13. Ability to challenge constructively and secure cooperation without relying solely on formal authority.
14. Advanced proficiency in Microsoft Excel and PowerPoint, financial analysis, budgeting, business planning, and performance measurement.
15. Familiarity with business intelligence, data visualization, and management reporting tools is an advantage.
16. High integrity, discretion, attention to detail, initiative, accountability, emotional intelligence, professional maturity, adaptability, and resilience.
17. Ability to operate independently while maintaining a strategic, organization-wide perspective.