Investment Assistant

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.