Investment analyst vacancy

Investment analyst vacancy
POSITION: INVESTMENT ANALYST
DEPARTMENT: CBA CAPITAL – WEALTH MANAGEMENT
JOB PURPOSE STATEMENT
The purpose of the role is to primarily assist the investment management front office team
i. Portfolio execution - Dealing of securities and scouting for investment opportunities.
ii. Monitoring and rebalancing multi asset class client portfolios in accordance with the firm’s policies.
iii. Monitoring and implementing strategies as agreed on portfolios.
KEY RESPONSIBILITIES & PERCENTAGE TIME SPENT
 Supporting the CIO and SPM in constructing client portfolios;
 Collect input and feedback from investment team to identify potential solutions;
 Scouting for investment opportunities;
 Dealing - Negotiating and closing investment opportunities with potential counterparties, placement agents, issuers, brokers etc.;
 Develop and support client presentations;
 Support sales and client services activities relating to client investment solutions;
 Participating and giving input in the investment committee discussions;
 Coordinate solutions, legal and marketing groups to develop materials used for client proposals.
 Prepare client, scheme and external Reports as necessary.
QUALIFICATIONS AND EXPERIENCE REQUIREMENTS
 University Degree – Upper second or equivalent
 Fully / part qualified in CFA or other relevant professional courses, will be an added advantage
 At least 2 years portfolio analysis and/or research analysis and/or dealing/trading experience
 Excellent computer skills
 High attention to detail
 Understanding and experience in performance calculations and reporting
 Experience in in portfolio accounting systems

To apply log on to http://www.cbagroup.com/ke/index.php/Careers

Unit trusts client services officer vacancy

Unit trusts client services officer vacancy
POSITION: UNIT TRUSTS CLIENT SERVICES OFFICER
DEPARTMENT: CBA CAPITAL – WEALTH MANAGEMENT
JOB PURPOSE STATEMENT
The purpose of this role includes providing customer services to optimize customer satisfaction, assisting clients in completion and processing account opening applications in accordance with CBA Capital KYC guidelines and dealing with day to day client request and queries for the assets management business.
The incumbent also provides training to and coordinates activities of relevant customer-contact staff at branches and other stakeholders who form part of the business development network to drive growth.
The role shall be the first point of contact for retail staff who make enquiries into the CBA Capital products offering and/or wish to open transaction accounts.
KEY RESPONSIBILITIES & PERCENTAGE TIME SPENT
 Acceptance and creation of Investors and new unit for new investors, including ensuring completion of the KYC processes.
 Accurate and timely processing of unit trust subscription/redemption requests;
 Creation and liquidation of units in the Unit Trust funds;
 Accurate update of investors unit holdings in APX and correct reflection of the holdings on the clients statements;
 Processing clients transfer instructions (intra fund transfers, liquidations, private transfers etc.;
 Liaison with custodians for timely processing of all client subscriptions & redemptions instructions.
 Provision of monthly and adhoc Units statements to clients.
 Processing daily cash receipts from the UTF suspense account at CBA to KCB.
 Advising the fund manager of new funds and liquidation requests on a daily basis.
 Responding to customer queries coming in directly from clients and from branches
QUALIFICATIONS AND EXPERIENCE REQUIREMENTS
 University Degree in Business related course – minimum 2nd class honors upper division or 3.0 GPA.
 At least 2 years’ experience in Unit Trusts client service, and front office operations

To apply log on to http://www.cbagroup.com/ke/index.php/Careers

Unit trust operations officer vacancy

Unit trust operations officer vacancy

POSITION: UNIT TRUST OPERATIONS OFFICER
DEPARTMENT: CENTRAL OPERATIONS
JOB PURPOSE STATEMENT
To carry out the back office operations for the Unit Trusts business. The role includes processing investment securities purchase and sale instructions, as per dealer confirmations, end of day reconciliations and processing and confirmation of settlement, dealing with custodians, counterparties, brokers and the front office.
KEY RESPONSIBILITIES
 Timeliness & accuracy and quality of trading transaction processing.
 Prevention of exposures to and impact of operational risks associated with asset management back office functions.
 Consistency in adherence to and apply established policies, processes, procedures and tools to achieve efficiency, compliance and customer satisfaction.
QUALIFICATIONS AND EXPERIENCE REQUIREMENTS
 A degree from a recognized university minimum 2nd class honors upper division or 3.0 GPA.
 At least 2 years’ practical experience in Unit Trust operations.
 Practical experience in use of relevant MS Office applications

To apply log on to http://www.cbagroup.com/ke/index.php/Careers