Annual Salary

Job Description

  • Full Time
  • Jamaica

JPS & PARTNERS

CO-OPERATIVE CREDIT UNION LTD

INVESTMENT OFFICER

The JPS & Partners Co-operative Credit Union is seeking to identify a suitably qualified candidate to fill the position of Investment Officer at its Half Way Tree Road Branch.

CORE FUNCTIONS
Reporting to the Chief Accountant, the incumbent is responsible for the management of the Credit Union’s investment portfolio, assist with devising strategies for growth, recognize and avoid serious risks and acts as the Liaison Officer for the Credit Union’s investment activities. The incumbent is also responsible for introducing and recommending integrated wealth planning solutions to members of the Credit Union in keeping with the wealth management strategies and in compliance with all financial regulatory requirements.

DUTIES AND RESPONSIBILITIES

Duties and responsibilities will include:

  • Manage the Credit Union’s investment portfolio while effectively maintain portfolio developments
  • Responsible for providing clear and well-informed investment recommendations based on thorough research and analysis
  • Perform regular administration duties for all investment products
  • Provide regular investment reports and reviews on the investment portfolio including quantitative and qualitative portfolio studies
  • Prepare accounting and other required reports and projections based on the analysis performed
  • Identify financial performance trends and financial risks and making sound recommendations

MINIMUM REQUIREMENTS

  • Undergraduate Degree in Business Administration or equivalent from an accredited training institution
  • Certificate in Financial Security Management
  • Minimum of three (3) years progressive experience in a similar position preferably in a financial environment
  • Excellent verbal and written communication skills

OTHER CHARACTERISTICS

  • Ability to communicate effectively and in a professional manner
  • Strategic thinker and proficient in decision making
  • Deep understanding of the financial market trends and activities
  • Strong knowledge of the financial market
  • Attention to detail and a commitment to maintain high standards and discipline
  • Sound knowledge of investment principles and practices
  • Strong negotiating skills

We thank you for your expressions of interest, however, only shortlisted candidates will be contacted.