Purpose of the Job

The position is responsible for identifying new investment opportunities, executing transactions and actively managing the investment portfolio within the Scheme.

Main Duties and Responsibilities

The duties and responsibilities are:

Operational Roles and Responsibilities

• Providing key support in identification, appraisal, structuring and negotiation of investments.
• Identifying and analyse fundamental competitive strengths and weaknesses of the investment projects of KSRBS and identify non-financial issues, opportunities and risk/reward factors (e.g. business environment, country, and sponsor).
• Supporting the Investment and Strategy Manager in handling disbursements, waivers and complex client interactions such as restructurings; monitor and value equity investments and recommend/execute the sale of holdings.
• Monitoring existing investments in portfolio companies, comprising various types of financial entities and private equity funds.
• Reviewing and analysing the financial and operating performance of investment projects; preparing quarterly risk ratings, annual supervision and other management reports as well as investment strategy papers, briefs and project profiles.
• Providing insight into new investment opportunities and/or performance issues.
• Identifying and tracking investment project milestones and keeping the Investment and Strategy Manager updated.
• Actively keeping abreast of regional and industry developments and originating and nurturing business relations with potential investors.
• Build and maintain strong relationships with sponsors, clients, co-investors and multilateral partners involved in investment.

Key Result Areas:

The job holder’s accountability areas are outlined as follows;

• Effective monitoring of the Scheme’s investment portfolio
• Up-to-date analysis of the Scheme’s investment projects
• Effective management of relationships with the Scheme’s investment stakeholders
• Continuous process improvement of services through efficient working

Knowledge and Skills Required:

The job holder must possess;

• Bachelor’s degree in Business Administration, Finance, Economics or any other related field from a recognized university.
• Must have completed CIFA and registered with ICIFA, or CFA or CISI or CPA (K) or ACCA
• A Masters’ degree in Business Administration, Finance, Economics or a related field is an added advantage.
• Minimum of seven (7) years’ experience in the assessment of investment opportunities
• Substantial experience in identifying, analysing, negotiating, structuring investment portfolios
• Good working knowledge of Microsoft Office Suite
• Substantial knowledge of investment of pension funds as well as global trends and developments for similar investments
• Excellent written and verbal communication skills
• Excellent report writing and strong analytical skills, financial modelling skills, and presentation skills
• Ability to work under minimal supervision

• Providing key support in identification, appraisal, structuring and negotiation of investments.
• Identifying and analyse fundamental competitive strengths and weaknesses of the investment projects of KSRBS and identify non-financial issues, opportunities and risk/reward factors (e.g. business environment, country, and sponsor).
• Supporting the Investment and Strategy Manager in handling disbursements, waivers and complex client interactions such as restructurings; monitor and value equity investments and recommend/execute the sale of holdings.
• Monitoring existing investments in portfolio companies, comprising various types of financial entities and private equity funds.
• Reviewing and analysing the financial and operating performance of investment projects; preparing quarterly risk ratings, annual supervision and other management reports as well as investment strategy papers, briefs and project profiles.
• Providing insight into new investment opportunities and/or performance issues.
• Identifying and tracking investment project milestones and keeping the Investment and Strategy Manager updated.
• Actively keeping abreast of regional and industry developments and originating and nurturing business relations with potential investors.
• Build and maintain strong relationships with sponsors, clients, co-investors and multilateral partners involved in investment.

• Good working knowledge of Microsoft Office Suite
• Substantial knowledge of investment of pension funds as well as global trends and developments for similar investments
• Excellent written and verbal communication skills
• Excellent report writing and strong analytical skills, financial modelling skills, and presentation skills
• Ability to work under minimal supervision

• Bachelor’s degree in Business Administration, Finance, Economics or any other related field from a recognized university.
• Must have completed CIFA and registered with ICIFA, or CFA or CISI or CPA (K) or ACCA
• A Masters’ degree in Business Administration, Finance, Economics or a related field is an added advantage.