The Role

• The Assistant Investment Manager will be responsible for the investment performance of client portfolios and will assist the Investment Manager in the overall day-to-day operations of the Investment Management Department.
• He / She will ensure that the department operates in conformity with the laid down Company policies and the investment regulations set out by both the Capital Markets Authority and the Retirement Benefits Authority.

He/ She is specifically responsible for:

• Managing client investment portfolios to achieve optimal returns and other client needs
• Overseeing the research and analysis function of the company
• Coordinating trading and other day to day activities of the Investment Management Department
• Managing client and other stakeholder relations
• Managing, mentoring and developing the team members
• Continuous improvement of investment policies and procedures
• Working with the Investment Manager to develop new investment products

Qualifications, Experience and Competencies

Qualified candidates are expected to possess the following;

• A business degree in a relevant field;
• Post graduate qualifications in Investment Management – CISI level 2 and CIFA qualification is a must and CFA would be an added advantage;
• At least 5 years’ experience within the fund management industry, including two (2) or more years’ in a supervisory capacity;
• Must be a current member of good standing of ICIFA.
• High integrity and a keen interest to develop a career in the fund management industry;
• Candidates should be mature, self-driven, and able to relate positively with various stakeholders in the investments industry;
• Excellent Research, Analytical, Communication and presentation skills.

Closing:  21st November 2022

The Role

Key responsibilities for the position are as hereunder:

Key Responsibilities

• Update of the general ledgers
• Preparation of the Fund accounts
• Process Bank reconciliations
• Preparation of statutory returns
• Process Payables
• Process Receivables

Qualifications, Experience and Personal Attributes

• Bachelors Degree in a business field
• Professional Qualification: to have completed Part III of Certified Public Accountants (CPA) Examination or its equivalent qualification from a recognized institution
• Be registered practicing member of the Institute of Certified Public Accountants Kenya (ICPAK)
• Experience with general ledger functions, month-end/year end close process and accounting software user skills
• Capacity in accounting and reporting standards and regulatory standards
• A high degree of work ethics, integrity, maturity and self-drive
• Appropriate communication and organizational skills

Closing:  18th November 2022