Operations Associate – Investments
AI job insight
SKM Africa is hiring an Operations Associate – Investments in Nairobi to support Moran Capital Management Limited's investment business. The role involves processing investment transactions, client onboarding, KYC documentation, reconciliations, reporting, and coordination with financial service providers. It is a full-time position requiring attention to detail and compliance with regulatory requirements.
- Full-time investment operations role in Nairobi
- Supports Moran Capital Management Limited's investment business
- Handles transaction processing, client onboarding, and KYC documentation
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SKM Africa is hiring an Operations Associate – Investments in Nairobi to support Moran Capital Management Limited's investment business. The role involves processing investment transactions, client onboarding, KYC documentation, reconciliations, reporting, and coordination with financial service providers. It is a full-time position requiring attention to detail and compliance with regulatory requirements.
- Full-time investment operations role in Nairobi
- Supports Moran Capital Management Limited's investment business
- Handles transaction processing, client onboarding, and KYC documentation
- Requires reconciliation, reporting, and compliance with regulatory standards
- Coordinates with banks, fund managers, and financial institutions
AI job guide
Use this guide to check salary signals, requirements, documents, application steps and safety before you apply.
AI salary guide
Not enough public dataNot enough public salary data is available for this exact role. Before applying, prepare to ask about gross pay, benefits, contract length, probation period, transport and any allowances.
Can you qualify for this role?
- UnclearRelated work experienceThe text mentions experience, but the exact level should be confirmed at source.
- RequiredEducation or certification mentioned in the postThe captured text mentions education, a diploma, certificate, or licence.
- PreferredPractical evidence in internship, finance, OperationsThe tags and summary point to skills connected with this role.
- RequiredAvailability to work in NairobiThe 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 Operations Associate – Investments evidence in the first half of your CV.
- In your cover letter or employer message, connect your experience to SKM Africa and the role in Nairobi.
- Add concrete examples related to internship, finance, Operations, ideally with measurable outcomes or clear responsibilities.
- Follow the instructions from JobWeb Kenya; avoid sending documents to unofficial contacts or copied links.
- Confirm the deadline, interview location and employer contact before sharing personal documents.
- Prepare a polite question about pay, benefits and contract terms for later interview stages.
Source and safety check
- JobWeb Kenya
- Original source link available
- Application method is clear
- Deadline not specified
- No major risk signal was detected in the captured text.
Never pay for interviews, shortlisting, medical checks, uniforms, or job placement. Confirm every application at the original source before sharing personal documents. Report suspicious listing.
Interview preparation
- What experience makes you a strong fit for this Operations Associate – Investments role in internship, finance?
- How have you handled responsibilities similar to those in this job post?
- Are you available to work in Nairobi under the listed contract or schedule?
- Prepare examples with clear responsibilities, tools used and measurable outcomes.
- Review the source and research SKM Africa 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
The Operations Associate – Investments will provide operational and administrative support for Moran Capital Management Limited’s investment business, ensuring accurate and timely processing of investment transactions, client onboarding, documentation, reconciliations, reporting and coordination with investment and financial-service providers.
Key Responsibilitie
Investment Transaction Processing
Process investment instructions including account openings, placements, withdrawals, transfers and other investment transactions.
Verify client instructions and supporting documentation before processing.
Coordinate with investment providers and financial institutions to ensure timely execution.
Track transactions from initiation to completion.
Client Onboarding & Documentation
Support client onboarding and account-opening processes.
Ensure completion and maintenance of KYC and other required documentation.
Maintain accurate and up-to-date client records.
Follow up on outstanding client documentation and requirements
Account Administration
Maintain accurate investment account records and transaction histories.
Monitor investment instructions, maturities, withdrawals and other key account activities.
Ensure client records and investment documentation are properly filed and accessible.
Reconciliation & Controls
Perform regular reconciliation of investment transactions, client accounts and provider statements.
Investigate and resolve discrepancies promptly.
Maintain appropriate operational controls and documentation.
Escalate material discrepancies or exceptions to the relevant supervisor.
Client & Provider Coordination
Respond to operational and administrative queries from clients.
Liaise with investment providers, banks, fund managers and other financial institutions.
Provide timely updates on transaction status and outstanding requirements.
Ensure smooth coordination between clients and investment service providers.
Reporting
Prepare investment operations reports, transaction summaries and client/account reports.
Maintain accurate operational trackers and databases.
Support management with information required for monitoring investment operations and client portfolios.
Compliance & Risk Controls
Ensure investment transactions and documentation follow approved internal procedures.
Support compliance with applicable regulatory and KYC/AML requirements.
Maintain confidentiality of client and investment information.
Identify and escalate operational risks, exceptions and control gaps.
Process Improvement
Identify opportunities to improve investment operations and turnaround times.
Support the development and implementation of efficient operational procedures and controls.
Maintain accurate and efficient filing and record-management systems.
Requirements
- Qualifications & Experience
- Bachelor’s degree or Diploma in Finance, Accounting, Economics, Business, Investment or a related field.
- 2–4 years’ experience in investment operations, fund administration, banking, financial services or a related environment.
- Good understanding of investment products, transaction processing and financial-services operations.
- Knowledge of KYC/AML requirements will be an added advantage.
- Key Competencies
- Strong numerical and analytical skills.
- High level of accuracy and attention to detail.
- Strong reconciliation and problem-solving skills.
- Excellent organisation and record-management skills.
- Strong follow-up and coordination skills.