{"id":103537,"date":"2026-07-24T17:12:39","date_gmt":"2026-07-24T17:12:39","guid":{"rendered":"https:\/\/jobs.dataaxisnode.com\/kenya\/uncategorized\/investment-assistant\/"},"modified":"2026-07-24T17:12:39","modified_gmt":"2026-07-24T17:12:39","slug":"investment-assistant","status":"publish","type":"post","link":"https:\/\/jobs.dataaxisnode.com\/kenya\/jobs\/nairobi\/investment-assistant\/","title":{"rendered":"Investment Assistant"},"content":{"rendered":"<p><script type=\"application\/ld+json\">{\"@context\": \"https:\/\/schema.org\/\", \"@type\": \"JobPosting\", \"title\": \"Investment Assistant\", \"description\": \"JOB PURPOSE\\nThe Investment Assistant is responsible for providing operational, analytical and administrative support to the Investments function through investment data management, portfolio monitoring, investment reporting, research support, reconciliation of investment records and maintenance of investment documentation.\\nThe position serves as an entry-level professional role within the Investments function and provides an opportunity for development of future investment professionals through structured learning and practical exposure to pension fund investment management.\\nKEY DUTIES AND RESPONSIBILITIES\\nInvestment Operations Support\\nMaintain accurate investment records and databases.\\nUpdate portfolio performance information and investment monitoring schedules.\\nAssist in reconciliation of investment transactions and investment accounts.\\nSupport maintenance of investment registers and investment files.\\nAssist in tracking investment maturities, coupon payments, dividends and other\u00a0investment income.\\nMonitor settlement of investment transactions and follow up on outstanding matters.\\nInvestment Research and Analysis\\nCollect market information and economic data to support investment analysis.\\nAssist in preparation of investment research reports and market updates.\\nConduct preliminary analysis of investment opportunities and prepare supporting\u00a0documentation.\\nSupport preparation of investment performance reports.\\nAssist in monitoring performance of fund managers and other investment service\u00a0providers.\\nInvestment Reporting\\nCompile investment data for periodic management, committee and board reports.\\nSupport preparation of investment dashboards and portfolio reports.\\nAssist in preparation of investment compliance reports.\\nMaintain records of investment decisions and related documentation.\\nGovernance and Compliance\\nAssist in monitoring compliance with investment policies, procedures and regulatory\u00a0\u00a0requirements.\\nMaintain proper custody and filing of investment records.\\nSupport implementation of audit recommendations relating to investments.\\nAssist in preparation of information required by regulators, auditors and consultants.\\nStakeholder Support\\nLiaise with fund managers, custodians, brokers and other service providers on routine\u00a0operational matters.\\nAssist in responding to investment-related information requests.\\nSupport member education initiatives relating to investment matters where required.\\nOther Responsibilities\\nPerform any other duties as may be assigned by the Investment Analyst, Senior Investment Officer or Investment & Strategy Manager.\\nKEY PERFORMANCE INDICATORS\\nThe position shall be evaluated against, among others, the following indicators:\\nInvestment Operations\\nAccuracy of investment records.\\nTimeliness of reconciliations.\\nCompleteness of investment documentation.\\nReporting\\nTimeliness of reports.\\nAccuracy of investment data submitted.\\nCompliance\\nAdherence to policies and procedures.\\nAccuracy and completeness of records.\\nService Delivery\\nTimeliness in responding to requests.\\nQuality of support provided to the Investments function.\\nJOB SPECIFICATIONS\\nAcademic Qualifications\\nBachelor's degree in Finance, Economics, Actuarial Science or another closely related discipline from arecognized university.\\nProfessional Qualifications\\nActively pursuing at least one 1 of the following recognized professional qualifications, or an equivalent recognized professional qualification: CIFA, CFA, CISI, CPA K, ACCA.\\nExperience\\nA minimum of one 1 year relevant experience.\\nKnowledge and Competencies\\nTechnical Competencies\\nBasic investment analysis.\\nFinancial and economic analysis.\\nData management.\\nReport writing.\\nMicrosoft Excel and financial modelling basics.\\nInvestment performance monitoring.\\nResearch skills.\\nBehavioral Competencies\\nAnalytical thinking.\\nAttention to detail.\\nLearning agility.\\nCommunication skills.\\nPlanning and organization.\\nTeamwork.\\nProfessionalism.\\nIntegrity.\", \"datePosted\": \"2026-07-24\", \"hiringOrganization\": {\"@type\": \"Organization\", \"name\": \"KenGen Staff Retirement Benefits Scheme\"}, \"jobLocation\": {\"@type\": \"Place\", \"address\": {\"@type\": \"PostalAddress\", \"addressLocality\": \"Nairobi\", \"addressCountry\": \"KE\"}}, \"directApply\": true, \"validThrough\": \"2026-08-05T23:59:59\", \"employmentType\": \"FULL_TIME\"}<\/script><\/p>\n<p><strong>Company:<\/strong> KenGen Staff Retirement Benefits Scheme<\/p>\n<p><strong>Location:<\/strong> Nairobi<\/p>\n<p><strong>Job Type:<\/strong> Full Time<\/p>\n<p><strong>Apply Before:<\/strong> 2026-08-05<\/p>\n<h3>Job Description<\/h3>\n<p>JOB PURPOSE<br \/>The Investment Assistant is responsible for providing operational, analytical and administrative support to the Investments function through investment data management, portfolio monitoring, investment reporting, research support, reconciliation of investment records and maintenance of investment documentation.<br \/>The position serves as an entry-level professional role within the Investments function and provides an opportunity for development of future investment professionals through structured learning and practical exposure to pension fund investment management.<br \/>KEY DUTIES AND RESPONSIBILITIES<br \/>Investment Operations Support<br \/>Maintain accurate investment records and databases.<br \/>Update portfolio performance information and investment monitoring schedules.<br \/>Assist in reconciliation of investment transactions and investment accounts.<br \/>Support maintenance of investment registers and investment files.<br \/>Assist in tracking investment maturities, coupon payments, dividends and other\u00a0investment income.<br \/>Monitor settlement of investment transactions and follow up on outstanding matters.<br \/>Investment Research and Analysis<br \/>Collect market information and economic data to support investment analysis.<br \/>Assist in preparation of investment research reports and market updates.<br \/>Conduct preliminary analysis of investment opportunities and prepare supporting\u00a0documentation.<br \/>Support preparation of investment performance reports.<br \/>Assist in monitoring performance of fund managers and other investment service\u00a0providers.<br \/>Investment Reporting<br \/>Compile investment data for periodic management, committee and board reports.<br \/>Support preparation of investment dashboards and portfolio reports.<br \/>Assist in preparation of investment compliance reports.<br \/>Maintain records of investment decisions and related documentation.<br \/>Governance and Compliance<br \/>Assist in monitoring compliance with investment policies, procedures and regulatory\u00a0\u00a0requirements.<br \/>Maintain proper custody and filing of investment records.<br \/>Support implementation of audit recommendations relating to investments.<br \/>Assist in preparation of information required by regulators, auditors and consultants.<br \/>Stakeholder Support<br \/>Liaise with fund managers, custodians, brokers and other service providers on routine\u00a0operational matters.<br \/>Assist in responding to investment-related information requests.<br \/>Support member education initiatives relating to investment matters where required.<br \/>Other Responsibilities<br \/>Perform any other duties as may be assigned by the Investment Analyst, Senior Investment Officer or Investment &#038; Strategy Manager.<br \/>KEY PERFORMANCE INDICATORS<br \/>The position shall be evaluated against, among others, the following indicators:<br \/>Investment Operations<br \/>Accuracy of investment records.<br \/>Timeliness of reconciliations.<br \/>Completeness of investment documentation.<br \/>Reporting<br \/>Timeliness of reports.<br \/>Accuracy of investment data submitted.<br \/>Compliance<br \/>Adherence to policies and procedures.<br \/>Accuracy and completeness of records.<br \/>Service Delivery<br \/>Timeliness in responding to requests.<br \/>Quality of support provided to the Investments function.<br \/>JOB SPECIFICATIONS<br \/>Academic Qualifications<br \/>Bachelor&#8217;s degree in Finance, Economics, Actuarial Science or another closely related discipline from arecognized university.<br \/>Professional Qualifications<br \/>Actively pursuing at least one 1 of the following recognized professional qualifications, or an equivalent recognized professional qualification: CIFA, CFA, CISI, CPA K, ACCA.<br \/>Experience<br \/>A minimum of one 1 year relevant experience.<br \/>Knowledge and Competencies<br \/>Technical Competencies<br \/>Basic investment analysis.<br \/>Financial and economic analysis.<br \/>Data management.<br \/>Report writing.<br \/>Microsoft Excel and financial modelling basics.<br \/>Investment performance monitoring.<br \/>Research skills.<br \/>Behavioral Competencies<br \/>Analytical thinking.<br \/>Attention to detail.<br \/>Learning agility.<br \/>Communication skills.<br \/>Planning and organization.<br \/>Teamwork.<br \/>Professionalism.<br \/>Integrity.<\/p>\n<h3>How to Apply<\/h3>\n<p>Interested and qualified? Go to KenGen Staff Retirement Benefits Scheme on docs.google.com to apply<br \/>Build your CV for free. Download in different templates.<\/p>\n<p><a href=\"https:\/\/www.myjobmag.co.ke\/apply-now\/1288197\" target=\"_blank\" rel=\"noopener\" style=\"display:inline-block;padding:10px 20px;background:#2271b1;color:#fff;text-decoration:none;border-radius:4px;\">Apply Now<\/a><\/p>\n<p><small>Source: MyJobMag<\/small><\/p>\n<p><!-- job-expiry: 2026-08-05 --><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Company: KenGen Staff Retirement Benefits Scheme Location: Nairobi Job Type: Full Time Apply Before: 2026-08-05 Job Description JOB PURPOSEThe Investment Assistant is responsible for providing operational, analytical and administrative support to the Investments function through investment data management, portfolio monitoring, investment reporting, research support, reconciliation of investment records and maintenance of investment documentation.The position serves [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1408,1409],"tags":[1425,1413,2117,1412],"class_list":["post-103537","post","type-post","status-publish","format-standard","hentry","category-jobs","category-nairobi","tag-full-time","tag-job-listing","tag-kengen-staff-retirement-benefits-scheme","tag-myjobmag"],"_links":{"self":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/posts\/103537","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/comments?post=103537"}],"version-history":[{"count":0,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/posts\/103537\/revisions"}],"wp:attachment":[{"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/media?parent=103537"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/categories?post=103537"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/jobs.dataaxisnode.com\/kenya\/wp-json\/wp\/v2\/tags?post=103537"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}