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