JOB ROLE/ PURPOSE:

To develop and maintain a healthy and growing investment portfolio that maximizes shareholder return

 

PRINCIPAL ACCOUNTABILITIES SPECIFIC ACTIVITIES
1. Ensuring effective Reporting and accountability to the relevant authorities for quality decision making
  • Reviewing SACCO’s financial statements to determine its financial stability.
  • Build and maintain financial models to support investment analysis and decision-making.
  • Prepare detailed investment recommendations for review by management.
  • Generate reports detailing portfolio performance, risk, and exposure.
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2. Conduct Investment planning, monitoring and control of all investment projects in order to achieve competitive returns on investment
  • Recommending changes to investment plans based on new information or changing circumstances.
  • Monitor global economic, political, and market developments to identify opportunities and risks associated with the different investment portfolios.
  • Conduct fundamental research on companies, industries, and markets to support investment decisions.
  • Monitor portfolios on an ongoing basis to ensure that positions are consistent with approved investment guidelines.
  • Conduct a market survey to identify member needs to inform investment decisions and product development.
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3. Carry out Risk identification and management to minimize possible losses on investment
  • Keep abreast of new developments in the investment industry and share insights with SACCO management.
  • Working with SACCO members to create a comprehensive financial plan that addresses their current and future needs.
  • Determining the risk involved in a particular investment based on the nature of the investment, the client’s financial situation and other factors.
  • Working with Supervisor Investments to set risk appetite for the different SACCO investments.
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4. Develop and maintain stakeholder relationships to ensure implementation of set service standards
  • Attend and participate in regular management meetings and with other key stakeholders.
  • Maintain strong working relationships with internal and external partners.
  • Managing the administrative aspects of an investment program, including filing required paperwork with regulators.
PERSON SPECIFICATIONS
Essential Requirements: a) Bachelor’s degree in Business Administration, Commerce or Economics from a reputable Institution.

b)  Minimum of 3 years’ experience in investment analysis or portfolio management
Desirable Requirements: a)     Membership to professional bodies such as ACCA, CPA, CFA

MORE JOBS ( October 2024)

b)     Experience in risk management

c)      Experience in expenditure management and budgetary control
KNOWLEDGE
The candidate should possess knowledge of:
a)     Investment planning

b)     Expenditure management and budgetary control

c)      Forecasting investment opportunities

d)     Risk management and assurance

e)     Change management good practices

f)      Negotiation and management

g)     Policy management
SPECIAL SKILLS & ATTRIBUTES
a)     Possess skill in investment planning

b)     Negotiations and management

c)      Good administrative and public relations skills

d)     Exceptional mathematical skills with the ability to deal with complex financial data

e)     Proven experience developing and managing investment portfolios

f)       Strong understanding of investment products, including stocks, bonds and real estate business

g)     Honest, approachable, team player, intelligible and resourceful

h)     Unquestionable integrity

 
AGE LIMIT: BELOW 40 YEARS

Application procedure

Only Online Applications through Portal link https://bit.ly/m/URA-SACCO-JOBS-2023 will be accepted by 1700hrs on Monday 28th August 2023. Details of the scope of services, deliverables, required qualifications, experience and competences can be accessed through the same portal. You will receive a notification in your email if your applicotion has been successfully received. In the event that you are selected as a candidate for the job, it will be a requirement to provide certified copies of academic documents prior to appointment.

Please note:

1) All applicants that had previously applied for any of the positions should reapply.

2) URA Staff SACCO strives for inclusion and diversity and therefore considers all job applicants based on merit. We are an equol opportunity employer committed to having diverse workforce and do not ask for money at any stage of recruitment. Any form of lobbying shall lead to disqualification.

3) Only shortlisted candidates shall be contacted.

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