Investment Assistant

Knowledge and Skills Required:

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
  
• Three (3) years’ experience in a similar role
  
• 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.
  

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.