Duties and Responsibilities
Reviewing investment performance and recommending changes to an investment strategy, including making adjustments to the asset mix, rebalancing the portfolio, or adding new holdings to the fund; monitoring the performance of individual investments within a fund, identifying any issues that may affect performance, and taking appropriate action; monitoring compliance with regulations regarding disclosure of fees and other information to investors; supervising the activities of other staff members in the department, including financial analysts, accountants, and administrative assistants; preparing reports required by regulatory agencies or other interested stakeholders/ parties; preparing quarterly or annual reports summarizing the status of each fund's investments, performance history, and other pertinent data; creating new accounts for new clients and terminating inactive accounts; operating computer software programs that track investor accounts and other business operations; maintaining accurate records of fund activity and investor information, such as account balances and transaction histories
Requirements for Appointment
For appointment to this grade, a candidate must have:
Bachelor's degree in Business Administration, Finance, Co-operative Development, Entrepreneurship or equivalent and relevant qualifications from recognized institution with five (5) years' professional experience at managerial level;
OR
Diploma in Co-operatives Management with at least ten (10) years' professional experience in managerial position.
Demonstrate thorough understanding of National Goals, Policies and Development Objectives including the Kenya Vision 2030, County Integrated Development Plan and County Strategic Plan;
Have thorough understanding and respect of the diversity within the County;
Satisfy the requirements of Chapter Six of the Constitution of Kenya; and,
Certificate in computer application skills