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Investment Assistant

PKF Consulting Limited Mombasa

Summary

Responsible for providing operational and administrative support in the Investment Section through maintenance of accurate data and information including market trends of investment.

Description

  1. Assist in investment reports on both the financial and non-financial assets;
  2. Maintain accurate Investment Register;
  3. Assist in the forward planning on investments;
  4. Assist in preparing investment reports on a monthly basis
  5. Assist in preparation of investment proposals;
  6. Assist in looking for prospects from the referral, leads and any other sources;
  7. Assist in reviewing business trends and collecting investment-related data;
  8. Making presentations to be used by the Investments and Property Officer to relevant parties;
  9. Perform any other duties as may be assigned.

Education
Bachelor’s Degree Association Of Chartered Certified Accountants (acca) Certificate Of Public Accounting (cpa) Aca

Bachelor Degree in any of the following disciplines: Marketing, Business Administration/ Management, Commerce (marketing), Entrepreneurship or its equivalent

Should be a CPA (II) holder or ACCA, ACA qualifications

More Details on Experience

Must have at least a minimum of three (3) years of experience working in a similar position

More Details on Skills

  • Must possess excellent judgment and common sense
  • Good working knowledge of Microsoft Office Suite (Outlook, PowerPoint, Word, Excel)
  • Must possess excellent written and oral skills
  • Should have strong problem solving skills and be able to multi-task and manage multiple priorities
  • Should be a self-starter, energetic, efficient, and resourceful team player and individual contributor
  • Must have leadership and supervisory skills.
  • Must possess sound interpersonal and team-building skills.
  • Must be able to work under pressure.
  • Must have proven problem-solving skills and knowledge on conflict management.
  • Must have excellent negotiation skills

Terms And Conditions

All candidates must ensure that their CVs contain working telephone numbers and email addresses, your current/previous and expected salary, and a list of at least three (3) referees with their current contacts; and attach certificates proving compliance with Chapter 6 of the Constitution of Kenya.