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
Qualifications
Diploma in Co-operatives Management with at least ten 8 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,