Purpose of the Job
- The position is responsible for providing operational and administrative support to the Investment Unit.
Main Duties and Responsibilities
The duties and responsibilities are:
Operational Roles and Responsibilities
- Draft investment reports on both the financial and non-financial assets.
- Maintain accurate Investment register.
- Forward-planning on investments.
- Prepare investment reports on a monthly basis.
- Prepare investment proposals.
- Look for prospects from the referral, leads and any other sources.
- Review business trends and collect investment-related data.
- Develop presentations to be used by the unit leader to relevant parties.
Key Result Areas:
- The job holder’s accountability areas are outlined as follows;
- Efficient support for investment matters
- Submission of accurate, timely and relevant investment reports
- Enforcement of relevant guidelines, rules and regulations related to investment
- Successful execution of work processes assigned.
Knowledge and Skills Required:
The job holder must possess;
- A Bachelor’s Degree in any of the following disciplines: Finance, Business Administration/ Management, Commerce, Entrepreneurship or its equivalent from a recognized university
- Three (3) years’ experience in a similar role
- A professional qualification in investment such as CIFA, CISI, CPA, ACCA or CFA.
- Excellent communication skills
- Strong problem-solving skills and be able to multi-task and manage multiple priorities
- Ability to work under pressure.
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