Investment Officer
Kengen Staff Retirement Benefits Scheme
Nairobi | Full Time | Banking / Financial Services
Closing in 10 months ago
Purpose of the Job
The position is responsible for supporting all the investment activities for the Scheme.
Main Duties and Responsibilities
The duties and responsibilities are:
- Provide support in monitoring the operations of the DB and DC Schemes investment portfolios with a focus on maximizing returns at minimal risks
- Reporting on the monitoring of targeted Schemes investment strategies documented through the Investment Policy Statement and which are in line with respective DB and DC Schemes 10-year Strategy
- Assessment of asset allocations and ensuring appropriate portfolio re-balancing by the investment managers
- Providing key support in identification, appraisal, structuring and negotiation of alternative and offshore investments
- Participate in analyzing investments portfolios valuation, performance and risk metrics
- Participate in recommending the hiring of top-decile-performing investment managers
- Participate in investment reporting & ensuring investments compliance
- Monitoring custodial account cash balances to ensure timely investment, accurate collection of income from financial instruments, optimal cash flow projections withdrawals for operational use & receipt of contributions and cash movement reconciliation between fund managers and custodian records
- Tracking existing financial assets performance to provide insight on performance issues/recommend for divestment sale where necessary
- Conducting assets valuation and ensure reconciliation with fund managers reports
- Identifying and regularly conducting the Scheme’s investment SWOT analysis
- Preparing reports for monthly management strategy meetings;
Knowledge and Skills Required:
The job holder must possess;
- Bachelor’s degree in Business Administration, Finance, Economics or a related field
- Must have completed CIFA and registered with ICIFA, or CFA or CISI or CPA K or ACCA
- Membership to relevant professional bodies in good standing
- A minimum of five 5 years’ working experience in the assessment of investment opportunities, investment management , analyzing investments portfolios valuation, performance and risk.
- Substantial experience in identifying, analysing, negotiating, structuring investment portfolios
- Substantial knowledge of investment of pension funds as well as global trends and developments for similar investments
- Good working knowledge of Microsoft Office Suite
- 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
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