Responsibilities or duties

The position is responsible for providing operational and administrative support to the Investment Unit.

Qualifications or requirements (e.g., education, skills)

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
• 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.

Experience needed

Three (3) years’ experience in a similar role

Any other provided details (e.g., benefits, work environment, team info, or additional notes)

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.

• 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.

• Excellent communication skills
• Strong problem-solving skills
• Ability to multi-task and manage multiple priorities
• Ability to work under pressure.

• A Bachelor’s Degree in Finance, Business Administration/ Management, Commerce, Entrepreneurship or its equivalent from a recognized university
• A professional qualification in investment such as CIFA, CISI, CPA, ACCA or CFA.