Investment Assistant Job KenGen SRBS, Nairobi, Kenya

AI summary

The KenGen Staff Retirement Benefits Scheme is hiring an entry-level Investment Assistant in Nairobi to support investment operations, research, and reporting. The role involves portfolio monitoring, reconciliation, and compliance support, offering development opportunities in pension fund investment management.

• Entry-level role with opportunity for development
• Work with pension fund investments in Nairobi
• Full-time position at KenGen SRBS

Description

Job Title: Investment Assistant Date Posted: 25/07/2026 Job Type: Full Time Job Level: Entry Employer: KenGen Staff Retirement Benefits Scheme Industry: Finance Salary: Open Location: Nairobi Country: Kenya Deadline: 05/08/2026 Summary: Finance Jobs, KenGen SRBS Jobs. Looking for a finance job in Kenya? KenGen Staff Retirement Benefits Scheme is hiring an Investment Assistant skilled in portfolio monitoring, investment analysis, financial reconciliation, market research, and report preparation. Job Purpose 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. 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. Key Duties & Responsibilities Investment Operations Support Maintain accurate investment records and databases. Update portfolio performance information and investment monitoring schedules. Assist in reconciliation of investment transactions and investment accounts. Support maintenance of investment registers and investment files. Assist in tracking investment maturities, coupon payments, dividends and other investment income. Monitor settlement of investment transactions and follow up on outstanding matters. Investment Research and Analysis Collect market information and economic data to support investment analysis. Assist in preparation of investment research reports and market updates. Conduct preliminary analysis of investment opportunities and prepare supporting documentation. Support preparation of investment performance reports. Assist in monitoring performance of fund managers and other investment service providers. Investment Reporting Compile investment data for periodic management, committee and board reports. Support preparation of investment dashboards and portfolio reports. Assist in preparation of investment compliance reports. Maintain records of investment decisions and related documentation. Governance and Compliance Assist in monitoring compliance with investment policies, procedures and regulatory requirements. Maintain proper custody and filing of investment records. Support implementation of audit recommendations relating to investments. Assist in preparation of information required by regulators, auditors and consultants. Stakeholder Support Liaise with fund managers, custodians, brokers and other service providers on routine operational matters. Assist in responding to investment-related information requests. Support member education initiatives relating to investment matters where required. Other Responsibilities Perform any other duties as may be assigned by the Investment Analyst, Senior Investment Officer or Investment & Strategy Manager. KPIs The position shall be evaluated against, among others, the following indicators: Investment Operations Accuracy of investment records. Timeliness of reconciliations. Completeness of investment documentation. Reporting Timeliness of reports. Accuracy of investment data submitted. Compliance Adherence to policies and procedures. Accuracy and completeness of records. Service Delivery Timeliness in responding to requests. Quality of support provided to the Investments function. Qualifications Academic Qualifications Bachelor’s degree in Finance, Economics, Actuarial Science or another closely related discipline from arecognized university. Professional Qualifications Actively pursuing at least one (1) of the following recognized professional qualifications, or an equivalent recognized professional qualification: CIFA, CFA, CISI, CPA (K), ACCA. Experience A minimum of one (1) year relevant experience. Knowledge and Competencies Technical Competencies Basic investment analysis. Financial and economic analysis. Data management. Report writing. Microsoft Excel and financial modelling basics. Investment performance monitoring. Research skills. Behavioral Competencies Analytical thinking. Attention to detail. Learning agility. Communication skills. Planning and organization. Teamwork. Professionalism. Integrity. How to Apply Click here to apply Browse Related Jobs: Senior Investment Officer Job KenGen SRBS, Nairobi, Kenya Investment Analyst/Associate Job CrossBoundary,… Finance Assistant Job Luxe Tribes Nairobi, Kenya Assistant Internal Auditor (Finance) Job KPC Nairobi, Kenya 🎯 Applying for This Job? Don’t Send a Generic CV. Don’t send the same CV to every job/employer. Have our recruitment team customize your CV to match the requirements of this specific job and improve your chances of getting an interview. Customise My CV For This Job . ⭐ 5-Star Reviews . Job Seeker Testimonials: Profes