Investment Analyst Trainee Jobs

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Investment Analyst Trainee Job at Alternate Doors, Kenya

Our Client is an investment company currently recruiting a Trainee

Investment Analyst Trainee Job Responsibilities

  • Client relationship development and management, including ongoing and regular client contact and Communications specific to investments, portfolio changes and performance reviews
  • The role holder offers support to planning, implementation and monitoring of Client investments
  • Monitor the client investments and ensure that it is in compliance with all statutory requirements and takes into account Client return and risk objectives
  • Communicate to the relevant service providers to avail cash for settlement/withdrawals
  • Prepare and dispatch to Clients investment reports and relevant certificates
  • Promptly respond to Client issues and ensure satisfactory resolution of the same
  • Maintain client file for all correspondence and reports
  • Ensure all documentations regarding relationship with Client in terms of investment
    management agreement are complete and up to date
  • Ensure Invoicing for management fees is done promptly and in line with agreed terms and follow up for settlement undertaken
  • Promptly ensure relevant taxes are paid
  • It will be your responsibility as an analyst to perform all the functions under the signed up issuer which include;

Requirements

  • Knowledge – sales and marketing , relationship management
  • Functional/work-based skills – management, negotiating, goal oriented,
  • Client Relations
  • Experience – Financial Services ( 0-1 year)

Qualifications for Investment Analyst Trainee Job

  • Bachelor’s degree or equivalent in Finance or related Role
  • Developed entrepreneurial sales attitude and temperament; prior channel
  • knowledge and relationships desirable

Salary:20,000- 30,000 + Commissions

 

   How to Apply

   

  • If you feel you fit the above role ,please send your CV only quoting the job title on the email subject to [email protected]
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