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.
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
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
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.