Job Description
DEPARTMENT: Investment & Treasury
SUPERVISOR/MANAGER: Head, Investment & Treasury
WORKING RELATIONSHIPS: Finance, Operations, Internal Audit, Risk Management Departments
JOB SUMMARY: To research into companies, financial markets & instruments with the aim of originating transaction opportunities to help grow the assets under management
DUTIES & RESPONSIBILITIES:
- Undertake investments in accordance with the department’s investment policy statements, company policies and procedures and regulatory requirement.
- Conducting due diligence on companies and industries by reading and analyzing financial statements, regulatory and market and economic date.
- Keeping up to date with market and economic developments, new investment products and all other areas the can affect the markets.
- Assist in the preparation of periodic research reports and making recommendations to the investment committee.
- Collaborate with the Finance and Operations team to ensure timely transfer of funds for investment purposes and also payments to clients for withdrawal purposes.
- Assist in ensuring that all compliance regulations are met.
- Assist in building and presenting investment and divestment cases for specific investment opportunities, supporting the provision of all necessary information needed to make investment decisions
- Support the preparation of investment memoranda and related formal presentations and reports for the investment committee
- Support the monitoring and evaluation of the financial position of the entity to ensure optimal deployment of investment capital
- Provide support in ensuring the entity and its portfolio companies meet target impact objectives
- Provide support to ensure that all compliance & regulatory requirements are met and adhered to
- Ensure accurate record keeping on all activities of the department
- Support the development of periodic reports to key stakeholders
- Perform other related duties as required
QUALIFICATIONS:
- A minimum of first degree or its equivalent in numerate or semi-numerate disciplines such as actuarial sciences, statistics, mathematics, accounting, economics, banking, finance, insurance, and other related courses.
EXPERIENCE:
- A minimum of 1 - 2 years’ experience in the same capacity.
TECHNICAL SKILLS:
- Technical acumen
- Problem-solving and decision-making abilities
- Analytical skills and a good eye for detail
- Planning and organisation skills
- Commercial awareness
- Numerical skills and the ability to evaluate costs
- The ability to understand broad business issues
BEHAVIOURAL SKILLS:
- Interpersonal skills
- Oral and written communication skills
- Negotiation skills