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Senior Investment Officer Career in Kenya

The Unclaimed Financial Assets Authority (UFAA) is a State Corporation established under the National Treasury pursuant to the Unclaimed Financial Assets Act No. 40 of 2011. 

The primary mandate of the Authority is to obtain unclaimed financial assets from the holders of such assets on behalf of the Government, safeguard and re-unite the assets with their rightful owners.

UFAA invites applications from a suitably qualified and experienced person to fill the following position:

Senior Investment Officer

Job Ref: UFAA/04/2016

Purpose of the Position:
 Reporting to the Manager, Unclaimed Financial Assets Line, the position will assist in the development and implementation of the Authority’s Strategic Investment outlook. 

The Senior Investment Officer’s responsibilities include; carrying out financial market research, portfolio modelling, monitoring, and reporting; asset allocation recommendations and analyses; capital market monitoring; and general investment management and due diligence. 

The Senior Investment Officer will identify and analyze potential investment opportunities and strategies, which could be implemented within the model portfolios. 
The overall responsibility of the position is to provide support to the Authority and assist in the design, testing, implementation, and management of model portfolios in accordance with the UFAA regulations. 

The Senior Investment Officer’s responsibilities will be heavily weighted towards investment research activities, but will also include some operational activities such as oversight of Authority’s trading and Client portfolio monitoring. 
Duties and Responsibilities
Investment Research
  • Supporting the Authority’s development of Strategic Investment Outlook;
  • Performing statistical analyses on models and market hypotheses;
  • Providing Authority’s specific investment recommendations;
  • Publishing investment related Communications;
  • Build custom Authority’s portfolios.
Investment Operations
  • Monitoring & communicating model portfolio positioning and performance;
  • Monitoring model allocations to ensure compliance with Investment Policy Statements ;
  • Overseeing of the Authority’s trading activities.
  • Bachelor’s degree in Finance or Economics from a university recognized by the commission of University Education
  • MBA is an added advantage;
  • Professional qualification in Investment Analysis and Management
  • Strong understanding of portfolio theory, statistics, and capital markets;
  • At least five (5) years’ experience in investment field
  • Proficient in use of investment software & technologies;
  • Proficient in Microsoft Office – particularly Excel and Word;
Other Attributes
  • Ability to learn and apply new financial concepts and ideas, as well as new technologies
  • Ability to handle multiple projects and priorities simultaneously;
  • Self-motivated, ability to work independently;
  • Personal characteristics: Client-first attitude,
  • Team player, desire to grow and expand personal knowledge and an ability to think objectively and critically.
Terms and Conditions

Successful candidates for the above positions will be offered a competitive remuneration package;
Appointments will be on permanent and pensionable terms subject to satisfactory performance
Applicants should attach the following documents with their applications: valid Tax Clearance Certificate from Kenya Revenue Authority, Higher Education Loans Board clearance, Credit Reference Bureau Report, Ethics and Anti-Corruption Commission submission form, and a Certificate of Good Conduct from the Criminal Investigations Department.

Application Process
If you possess the above qualifications, please write quoting the Job Reference and Title on both the application letter and envelope accompanied by an up-to-date curriculum vitae, indicating your current and expected remuneration and other benefits, academic and professional qualifications, work experience, your e-mail and telephone contacts. 

Your curriculum vitae should indicate names, phone numbers, postal and email addresses of at least two (2) referees who are familiar with your previous academic/work experience. 

Please attach copies of your educational, professional certificates, identity card or passport.

The applications should either be sent by post, e-mail, or hand delivered to the Authority’s offices located at 2nd Floor Pacis Centre, Westlands - off Waiyaki way, to be received on or before 22nd July 2016 at 5 P.M. addressed to:

Chief Executive Officer
Unclaimed Financial Assets Authority
P.O. Box 28235-00200


UFAA is “an Equal Opportunity Employer” Women and Persons with Disability are encouraged to apply.

Canvassing of any form will lead to automatic disqualification. 

Only shortlisted applicants will be contacted

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