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JPS & Partners Co-operative Credit Union Ltd.Company · 1 open role

Investment Officer

SalaryNot givenThe notice gives no figure
WhereHalf Way Tree65 3/4 Half Way Tree Road, Kingston 10
Experience2 years+
What to sendNot namedSend your resume, and any certificate it mentions.
4 days leftCloses Fri 23 Oct

Full descriptionRead the whole description below.

About the role

JPS & Partners Co-operative Credit Union Ltd. is advertising the post of Investment Officer.

Bachelor's Degree in Business Administration, Finance or equivalent qualification from an accredited educational institution; Certificate in Financial Security Management (would be an asset); two (2) years' progressive experience, preferably in a financial environment.

From the employer’s notice, as advertised.

What you’ll do

  • Manage the Credit Union's investment portfolio while effectively maintaining portfolio developments.
  • Responsible for providing clear and well-informed investment recommendations based on thorough research and analysis.
  • Perform regular administration duties for all investment products.
  • Provide regular investment reports and reviews on the investment portfolio including quantitative and qualitative portfolio studies.
  • Prepare accounting and required reports and projections based on the analysis performed.
  • Identify financial performance trends and financial risks and make sound recommendations.

What they’re asking for

  1. Bachelor's Degree in Business Administration, Finance or equivalent qualification from an accredited educational institution;
  2. Certificate in Financial Security Management (would be an asset);
  3. 2 years’ relevant experience

Qualification and Experience

  • Bachelor's Degree in Business Administration, Finance or equivalent qualification from an accredited educational institution.
  • Certificate in Financial Security Management (would be an asset).
  • Two (2) years' progressive experience, preferably in a financial environment.
  • Excellent verbal and written communication skills.
  • High level of integrity and dependability.
More from the employer’s posting

Core Functions

Reporting to the Manager – Finance & Treasury, the incumbent is responsible for the management of the Credit Union's investment portfolio; assists with devising strategies for growth; recognizes and avoids serious risks, and acts as the Liaison Officer for the Credit Union's investment activities. The incumbent is also responsible for introducing and recommending integrated wealth planning solutions to members of the Credit Union in keeping with the wealth management strategies and in compliance with all financial regulatory requirements.

Other Characteristics

  • Ability to communicate effectively and in a professional manner.
  • Strategic thinker and proficient in decision making.
  • Deep understanding of the financial market trends and activities.
  • Strong knowledge of the financial market.
  • Attention to detail and a commitment to maintain high standards and discipline.
  • Sound knowledge of investment principles and practices.
  • Strong negotiating skills.

What you need to send

The notice names no documents. Send your resume, and any certificate it mentions.

Only shortlisted applicants will be contacted. What to do about that.

Advertised publicly by the employer. Not yet confirmed with them, so check the details before applying. Suggest a correction · Report this listing

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