ASSISTANT DEALER
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CIC Insurance Group is seeking an Assistant Dealer to support its dealing desk, execute investment trades and provide trading administration. The role covers liquidity management, pricing confirmation, trading reports, cash-flow planning and market intelligence.
- Supports investment trade execution and administration on the dealing desk.
- Manages bond-bid schedules, liquidity records, bank deposit rates and weekly reports.
- Requires a relevant bachelor's degree and 1–3 years in investment banking, dealing or asset management.
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CIC Insurance Group is seeking an Assistant Dealer to support its dealing desk, execute investment trades and provide trading administration. The role covers liquidity management, pricing confirmation, trading reports, cash-flow planning and market intelligence.
- Supports investment trade execution and administration on the dealing desk.
- Manages bond-bid schedules, liquidity records, bank deposit rates and weekly reports.
- Requires a relevant bachelor's degree and 1–3 years in investment banking, dealing or asset management.
- CIFA certification or active pursuit is required; Bloomberg proficiency is an advantage.
AI job guide
Use this guide to check salary signals, requirements, documents, application steps and safety before you apply.
AI salary guide
Source salary availableThe source lists Confidential. Confirm the final pay, benefits, contract terms and allowances directly with the employer before accepting an offer.
Can you qualify for this role?
- Required1+ years of relevant experienceThe job post includes a minimum experience signal.
- RequiredEducation or certification mentioned in the postThe captured text mentions education, a diploma, certificate, or licence.
- PreferredPractical evidence in security, internship, financeThe tags and summary point to skills connected with this role.
- RequiredAvailability to work in Rest of KenyaThe vacancy is associated with this location.
- UnclearComfort with the Full Time contract termsConfirm hours, duration, probation and benefits at the original source.
Documents to prepare
- Likely requiredUpdated CV
- Role specificCover letter or short employer message
- OptionalProfessional references
- Role specificAcademic or professional certificates
- VerifyID or passport only after verifying the employer
Application tips for this job
- Place your strongest ASSISTANT DEALER evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to CIC Insurance Group and the role in Rest of Kenya.
- Add concrete examples related to security, internship, finance, ideally with measurable outcomes or clear responsibilities.
- Follow the instructions from BrighterMonday Kenya; avoid sending documents to unofficial contacts or copied links.
- Confirm the deadline, interview location and employer contact before sharing personal documents.
Source and safety check
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- Original source link available
- Application method is clear
- Deadline not specified
- No major risk signal was detected in the captured text.
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Interview preparation
- What experience makes you a strong fit for this ASSISTANT DEALER role in security, internship?
- How have you handled responsibilities similar to those in this job post?
- Are you available to work in Rest of Kenya under the listed contract or schedule?
- Prepare examples with clear responsibilities, tools used and measurable outcomes.
- Review the source and research CIC Insurance Group before the interview.
Ask what the first priorities will be in the role and how success will be measured.
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Original source description
Reporting to the Dealer, the role holder will support in the day-to-day management of dealing desk. The primary focus for this position will be best execution of all investment trades and providing trading administrative support services.
Key Responsibilities
- Updating the schedule of monthly primary bonds bids upon receiving instructions from the Portfolio Managers
- Liquidity management and updating the weekly bank deposit rates schedule as per negotiations with the banks as well as the daily liquidity sheet
- Confirmation of bonds and equities pricing sent by other counterparties prior to confirmation of execution
- Preparation of the weekly trading reports for review by the Dealer/Senior Dealer prior to circulation
- Follow up of execution of all investment decisions with already identified counterparties in the market
- Liaise with the Dealer/Senior Dealer to ensure all key risk indicators are adhering to internal limits and regulatory requirements
- Gather current market intelligence information and circulate to the investment team to guide decision making
- Participate in weekly investment hurdles, monthly investment committee meetings and any other relevant meetings
- Seeking guidance from the Dealer/Senior Dealer on negotiation for best investment deals within the set limits (counterparty and price) as guided by the investment policy
- Assist the Dealer/Senior Dealer in planning cash flow for settlement of executed transactions and manage excess cash
- Participate in ad hoc assignments as required
- Relationship management with key stakeholders including administrators, banks, brokers, custodians, and other market participants to ensure efficiency within the dealing desk
- Who We’re Looking For
- Essential Knowledge/Skills and Experience Required:
- Bachelor’s degree in Finance, Mathematics, or a related field
- A Chartered Investment & Financial Analyst (CIFA) certified or actively pursuing CIFA qualifications
- 1–3 years of experience in Investment Banking, dealing, or Asset Management
- Proficiency in Bloomberg and data visualization tools is a significant advantage
- Fluency in at least two asset classes (e.g. Equities and fixed income)
- About Us
- CIC Insurance Group is a leading insurance and financial services organisation with more than five decades of experience helping individuals, families, and organizations achieve financial security. We have grown into a dynamic Group offering life, general, micro insurance, asset management, and investment solutions, with operations in Kenya, Uganda, South Sudan, and Malawi, and are listed on the Nairobi Securities Exchange. Our tagline, “We Keep Our Word,” reflects our unwavering commitment to integrity, transparency, and delivering on our promises to our clients, partners, and communities. CIC Group is passionate about innovation, digital transformation, and inclusive insurance solutions that meet the evolving needs of cooperatives, SMEs, corporates, and individuals.
Job Purpose
Reporting to the Dealer, the role holder will support in the day-to-day management of dealing desk. The primary focus for this position will be best execution of all investment trades and providing trading administrative support services.
Key Responsibilities
- Updating the schedule of monthly primary bonds bids upon receiving instructions from the Portfolio Managers
- Liquidity management and updating the weekly bank deposit rates schedule as per negotiations with the banks as well as the daily liquidity sheet
- Confirmation of bonds and equities pricing sent by other counterparties prior to confirmation of execution
- Preparation of the weekly trading reports for review by the Dealer/Senior Dealer prior to circulation
- Follow up of execution of all investment decisions with already identified counterparties in the market
- Liaise with the Dealer/Senior Dealer to ensure all key risk indicators are adhering to internal limits and regulatory requirements
- Gather current market intelligence information and circulate to the investment team to guide decision making
- Participate in weekly investment hurdles, monthly investment committee meetings and any other relevant meetings
- Seeking guidance from the Dealer/Senior Dealer on negotiation for best investment deals within the set limits (counterparty and price) as guided by the investment policy
- Assist the Dealer/Senior Dealer in planning cash flow for settlement of executed transactions and manage excess cash
- Participate in ad hoc assignments as required
- Relationship management with key stakeholders including administrators, banks, brokers, custodians, and other market participants to ensure efficiency within the dealing desk
- Who We’re Looking For
- Essential Knowledge/Skills and Experience Required:
- Bachelor’s degree in Finance, Mathematics, or a related field
- A Chartered Investment & Financial Analyst (CIFA) certified or actively pursuing CIFA qualifications
- 1–3 years of experience in Investment Banking, dealing, or Asset Management
- Proficiency in Bloomberg and data visualization tools is a significant advantage
- Fluency in at least two asset classes (e.g. Equities and fixed income)
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