Friday, 22 January 2010

Co-operative Bank of Kenya Limited Jobs: Operations Manager and Portfolio Manager Vacancies

Are you looking for an employer who promotes individual excellence, mutual respect in a team-driven performance culture, with key focus on social empowerment?

Co-opTrust Investment Services Ltd, a subsidiary of the Co-operative Bank of Kenya, is the place for those looking to new horizons in the capital markets.

We are looking for dynamic, creative and self-driven individuals to fill the vacancies here-under.

If you have the requisite skills and competences, we welcome you to be a part of our great vision.

1. Operations Manager

The successful candidate will be responsible for all back-office functions at Co-op Trust Investment Services and will be the Chief Advisor on operational-efficiency and risk management issues.

Main Duties:

• Design and continuously improve the Operating Systems of the company for various products and services.
• Direct the operations of the Company including serving as an interface between the portfolio management team and various service providers.
• Monitor company-wide compliance with regulatory requirements and internal policies to manage operational risk

Expected Skills/Attributes:

• Strong Accounting and Finance background.
• In-depth knowledge of ICT applications in Investment Management with working knowledge of at least one investment management software.
• Proven planning and project management skills with high attention to detail.
• In-depth knowledge of investment products and services.
• Age- 35 years and below.
• Bachelors degree or higher in a business related discipline.
• SII Diploma, CISI Diploma or any similar qualification will be an added advantage.


• A minimum of 5 years exposure in pension fund operations gained ideally with a reputable Scheme Administrator, Custodian, Fund Manager.
• Hands on experience in the compilation of quarterly investment reports and regulatory returns for both CMA and RBA.

2. Portfolio Manager

The successful candidate will be responsible for recruiting new investment clients and for managing investment portfolios to generate superior risk-adjusted returns.

Main Duties:

• Recruit new clients to grow funds under management.
• Formulate investment strategy based on client circumstances and capital markets expectations.
• Proactively identify new investment opportunities and bring them to the attention of Research Department for analysis.
• Provide world-class client relationship management to the satisfaction of clients.

Expected Skills/Attributes:

• Excellent interpersonal skills with ability to interact freely at all levels.
• Sound understanding of financial modelling techniques and skilled in in-depth business analysis and economic forecasting.
• A proven and demonstrable track record of performance in the investments management area.
• Working knowledge of any investment Management Software.
• Age- 35 years and below.


• Bachelors degree or higher in a business-related discipline.
• Additional professional qualifications particularly CFA, CPA, ACCA, or CIMA will be an added advantage.
• A minimum of 5 years experience in an investment-related financial services environment.
• In addition, should have proven success in effectively pursuing and closing new business in a financial services company.
Applications accompanied by copies of certificates, detailed C.V. indicating current remuneration, testimonials and a daytime telephone contact should be forwarded to the address here-below by 5th February 2010. Please indicate the vacancy applied for on the envelope.

The Director - Human Resources Division
The Co-operative Bank of Kenya Limited
P.O. Box 48231 - 00100

We are an equal opportunity employer.

N.B: Only short-listed candidates will be contacted.


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