Manager, Investments Job. Accounting Jobs In Kenya

• The Investment Manager is responsible for executing deals in line with financial and impact goals, managing a delegated portfolio of investments from sourcing and origination through to deal close and post-close, ensuring that all investment activities are conducted in accordance with FSDAi’s policies, procedures, and guidelines, and that all investment decisions are made inalignment with FSDAi’s risk appetite.
• This role also involves building and maintaining strong relationships withinvestors, investees, and other stakeholders, and ensuring that all stakeholders are kept informed of FSDAi’s activities and progress.

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Responsibilities

Market Intelligence & Analysis

• Ensure that comprehensive market research and analysis is carried out in order to identify and assess investment opportunities that align with FSDAi's investment strategy:
• Collaborate with the Investment Principal and other colleagues to define screening parameters for identifying and assessing investment opportunities, ensuring they align with FSDAi’s investment strategy; includes identifying key metrics, data sources, and criteria
• Develop a comprehensive screening plan outlining the specific areas to be investigated, screening methodologies to be used, timelines for completion, and responsible team members
• Lead and manage the screening process, leveraging various sources to conduct quality market and investment opportunity analysis to identify and evaluate potential investment opportunities
• Analyse the screening data, identify key trends and insights, and assess the potential of investment opportunities; analyse industry trends that will impact on investee performance and achievement of theory of change outcomes
• Prepare clear and concise screening papers summarizing the findings and assessments of potential investment opportunities; track and steadily reduce the number of occasions where substantive issues are missed, documenting the learning gleaned from each instance

Investment Process Management

• Manage a delegated portfolio of investments from sourcing and origination to deal close and post-close to execute deals in-line with financial and impact goals:
• Lead the investment engagement process from sourcing and origination through to deal close and post-close. Ensure that all aspects of the investment process are conducted in accordance with FSDAi’s policies and guidelines
• Support the Investment Principal in structuring individual investments that align with the investment strategy for the portfolio under management; includes developing financial models, conducting due diligence, and recommending terms
• Ensure that the Investment Process Management team works collaboratively with the Risk &
• Legal team at all stages of the investment cycle

Show rigour in:

• The identification and vetting of opportunities as they fit into the investment strategy.
• The preparation of financial models and risk/return projections financial modelling and valuations of opportunities and investments and forecasting individual investment returns and overall portfolio returns.
• Presenting a credible and convincing case on investment opportunities with the CIO to the Investment Committee.
• Managing and executing on legal documents, due diligence, and agreements.

Portfolio Performance

• Support Investment Managers by managing a designated portfolio of investments, ensuring that the provisions of each contract are delivered on time; support investees in achieving the anticipated return on investment:
• Ensure that the provisions of each contract are delivered effectively, and that investees receive the planned capacity-building support; support investees in achieving the anticipated return on investment, offering guidance and assistance as needed
• Monitor the performance of the designated portfolio of investments, ensuring that all required data collection, analysis, and reporting are delivered on time and to standard; this includes tracking financial performance, social impact metrics, and compliance with contractual obligations
• Proactively identify and address any issues or challenges that may arise in the management of the portfolio; swiftly escalate any concerns to the Deal Team lead
• Contribute towards the analysis of both individual investments and overall portfolio performance; generate insights on lessons learned, opportunities for improvement, and possibilities for scaling up successful approaches
• Lead the preparation of reports and analysis of investment and fund activities, dealing with specific queries from within the team or from stakeholders

Risk & Compliance

• Liaise with the Risk team to develop and implement a risk management strategy for each investment under management (e.g. provisions of contract, monitoring plans, capacitybuilding):
• Liaise with the Risk team to develop and implement a comprehensive risk management strategy for each investment under management; this includes factors such as the provisions of the contract, monitoring plans, and capacity-building requirements
• Ensure that all risk management actions required of the Manager & Associate are carried out on time and to standard
• Work closely with the FSDAi senior management to maintain a strong culture of risk and compliance management within the Investment team
• Ensure that all investment activities are conducted in accordance with FSDAi’s investment policy, processes, and guidelines, ensuring 100% compliance with all relevant risk and compliance requirements
• Take personal responsibility for ensuring that there are zero losses for FSDAi as a result of the manager or associate failing to adhere to good legal practice or agreed risk and compliance management processes

Relationships & Influencing

• Build and nurture strong, positive, relationships with investors, investees and other stakeholders relevant to the portfolio of investments under management:
• Proactively build and nurture strong, positive, relationships with investors, investees, and other stakeholders relevant to the portfolio of investments under management, aiming to develop a deep understanding of their needs, priorities, and perspectives
• Actively seek to influence these stakeholders, ensuring that their interests are understood and addressed, and that they are kept informed of FSDAi’s activities and progress
• Ensure that all communication and interactions with stakeholders are conducted in a professional and timely manner; foster a positive customer experience that contributes to FSDAi’s overall brand reputation
• Share updates and information with FSDAi senior management on key stakeholder relationships and any emerging issues
• Contribute to the development of marketing and communication plans to support the portfolio under management, ensuring that FSDAi’s key messages are effectively communicated to external stakeholders

Team Leadership

• Lead a team of Associates and Analysts in a manner that empowers them to add value to the organisation and deliver high standards of performance:
• Ensure that each team member (including any consultants) is provided with clarity concerning goals and expectations of their personal role in achieving results, standards and behaviour
• Plan and organise the work of the team to accomplish goals and targets in the most cost-effective and impactful manner possible
• Monitor and review performance and hold staff accountable for achieving results, meeting standards of excellence and taking decisive action in the case of poor performance
• Ensure delivery of an engaging leadership style that motivates team members, results in high performance and complies with FSD Africa's EDI policies
• Carry out any other duties or special assignments as assigned by the Management.

Qualifications

• Master's degree and 6 years of experience or bachelor’s degree and 8 years of experience
• Experience in investment related field with transactional experience
• Excellent skills in written and spoken English

Essential Experience, Knowledge, and Skills

• Strong technical knowledge in listed areas of technical specialism
• Excellent grasp of key principles of Project Cycle Management; proven track record of adaptive management
• Strong understanding of finance/investment management principles, with a track record of absolute integrity and financial accountability
• Good understanding of principles of risk and compliance management with relevant practical experience

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How To Apply

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