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African Development Bank, CIC Insurance Group, Cytonn Investments , I&M Bank , National Bank of KenyaProfession (Banking, microfinance, insurance, Entry and Basic-level)
Industry (Entry and Basic-level)
Aeronautics,Agriculture, fishing, forestry,Automotive,Banking, microfinance, insurance,Communications, media, radio, tv,Computers, software development and services,Construction, renovation, maintenance,Consulting, business support, auditing,Data/Research,Education, academic,Electronics,Energy, utilities, environment,Engineering, architecture,Entertainment, events,Finance & FinTech,Financial Services,Fitness, well-being and lifestyle,Governmental,Health care, medical,Housekeeping, maintenance,Human resources, talent development, recruiting,Legal, accounting,Manufacturing,Marketing, advertising,Non-profit, social work,Outsourcing, leasing,Real estate,Restaurant, hospitality, travel,Retail, wholesale, FMCG,Telecommunications,Transportation, logistics, storage,
Seniority (Banking, microfinance, insurance)
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Britam
Banking + 2 more
Description
Knowledge, experience and qualifications required:
- Bachelor’s degree in finance, Accounting, Economics, Business Administration, or a related field.
- Minimum of 1–2 years’ experience in banking, asset management, financial operations, or a similar environment.
- Professional certification (CIS, CFA, CPA or progress towards the same) will be an added advantage.
- Strong analytical and numerical skills with high attention to detail.
- Good understanding of investment products, operational processes, and industry regulations.
Responsibilities
- Process client transactions including subscriptions, redemptions, switches, and transfers in line with internal policies and SLA timelines.
- Perform daily reconciliations of client cash and units, ensuring timely exception resolution.
- Maintain updated and accurate client data across operational systems.
- Monitor and manage suspense accounts, ensuring timely allocation and ageing controls.
- Prepare operational reports for internal stakeholders and regulatory requirements.
Liaise with custodians, banks, fund management, finance, and client-facing teams to resolve operational
queries.
- Identify operational risks and contribute to process and automation improvements.
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