Conducting thorough due diligence and preparing investment documentation constitutes 60% of the role, ensuring all financial, operational, and legal aspects are meticulously assessed and documented to support informed investment decisions.
Handle inquiries from potential borrowers, assisting them in completing applications for our loan and investment products.
Present investment products to entrepreneurs, clearly outlining repayment obligations and emphasizing the weight of assuming debt financing.
Performs investment appraisals, gathers comprehensive data—including personal, business, and guaranty-related details—and facilitates the establishment of new investment accounts.
Compiles and finalizes investment agreements, then coordinates the distribution of in-kind investments to designated recipients.
Perform comprehensive due diligence assessments on potential borrowers, encompassing on-site evaluations, document compilation, and seamless collaboration with Business Development Advisors and Business Associates.
The Portfolio Manager should be promptly informed of all pertinent materials, and you will collaborate in the development of credit reports for Investment Committee meetings.
Capture high-quality photographs of entrepreneurs, obtain signed photo waivers from them, and upload their stories—complete with accurate details—to the Diva platform to facilitate fundraising efforts.
We are seeking a highly motivated individual to oversee portfolio management responsibilities, comprising 20% of the role. The successful candidate will be responsible for monitoring and optimizing investment portfolios, ensuring alignment with client objectives and risk tolerance. This includes conducting thorough research, analyzing market trends, and making data-driven recommendations to enhance portfolio performance. Additionally, the individual will collaborate with cross-functional teams to implement strategic asset allocation and diversification strategies. A strong understanding of financial markets, investment products, and regulatory compliance is essential. Proficiency in portfolio management software and tools, along with excellent analytical and communication skills, is required.
Deliver outstanding customer service via daily interactions, written communication, and on-site visits as required to sustain robust, positive relationships with borrowers.
Collaborate with the Komodo Kenya Business Development Services team to facilitate borrower success, including conducting site visits for client monitoring.
Strive to keep delinquency and default rates consistently below the predetermined annual targets established during the goal-setting process.
Monitor borrower data and maintain clear, consistent communication with essential stakeholders regarding client progress and status.
Engage as a vital team member in the weekly Portfolio Review Meeting to provide strategic input and ensure alignment with organizational objectives.
Oversee a comprehensive tracking system to manage borrower payments and maintain up-to-date contact information.
Collaborate closely with the Finance & Admin team to generate invoices for payments and conduct monthly reconciliations of investment department transactions.
Engage with governmental authorities, judicial bodies, and relevant stakeholders to pursue outstanding payments and ensure compliance with established regulations.
We must maintain full compliance with all stipulations set forth by our Diva partnership, encompassing both reporting obligations and record-keeping duties.
Perform additional tasks and responsibilities as delegated by the supervisor, including any duties not explicitly outlined in this description.
We are seeking a skilled professional to oversee 20% of our investment management system operations, ensuring efficient asset allocation, risk assessment, and performance tracking. The ideal candidate will possess strong analytical abilities, proficiency in financial modeling, and a deep understanding of market trends. Responsibilities include monitoring portfolio performance, conducting regular audits, and implementing strategic improvements to enhance overall system effectiveness. Candidates must demonstrate prior experience in investment management, exceptional attention to detail, and the capacity to work under pressure in a fast-paced environment.
Update disbursements and investment repayments concurrently within the Investment Management System, which operates on the CBS platform powered by Milos.
Maintain a high level of proficiency in utilizing investment software applications, ensuring consistent performance and accuracy in all operational tasks. Demonstrate expertise in leveraging these tools to optimize workflow efficiency and support data-driven decision-making processes.
Collaborate with system providers to maximize application functionality, optimizing processes and procedures while maintaining precision and adherence to regulatory standards.
Collaborate with various departments to configure and optimize system parameters and design specifications to ensure alignment with their operational requirements.
Oversee the administration of user security access to ensure appropriate permissions and safeguards are in place.
Ensure the strict separation of duties is upheld, and design and continuously refine workflows for every phase of the investment process.
Offer strategic guidance to the management team on methods to enhance efficiency through the automation of critical lending processes.
Ensure that all payment postings, payoffs, and account balancing are accurately recorded and maintained within the Core Banking System. This includes verifying the correctness of transactions, reconciling discrepancies, and updating records to reflect financial activities in a timely and compliant manner.
Assists in evaluating and proposing enhancements for operational systems and procedures.
Collaborate effectively with lending staff to enhance the precision and efficiency of the Investment management system.
Compile relevant reports and oversee the system’s operations.
Perform any additional tasks or assignments as directed by the supervisor.
Seeking a highly motivated individual with at least five years of experience in a related field, proficiency in project management software, and strong communication skills. The ideal candidate must hold a bachelor’s degree in a relevant discipline, demonstrate expertise in data analysis, and exhibit the ability to work effectively under tight deadlines. Responsibilities include leading cross-functional teams, developing strategic initiatives, and ensuring compliance with industry regulations. Familiarity with CRM systems and prior experience in a leadership role are essential requirements for consideration.
The Investment Officer will serve as a trusted advisor to Komodo Kenya clients, with the following fundamental qualifications required:
A bachelor’s degree in Finance or a closely related discipline is required.
Fluency in both English and Swahili is required, with proficiency in additional local languages considered advantageous.
Proficiency in Islamic lending methodologies and practices is highly desirable.
Strong proficiency in financial management and accounting principles, coupled with a solid understanding of Kenya’s business financial regulations and policies.
A strong preference exists for candidates with prior expertise in investment management, microfinance, capital leases, and financial solutions tailored to microbusinesses and small to medium-sized enterprises (SMEs).
Professional and experienced in customer service, particularly within financial or debt-related contexts, is essential.
Professional rewrite:
Demonstrated experience working within a lending environment is required.
Delivers strategic business guidance to entrepreneurs, offering expert insights and support to foster growth and development within their ventures.
With a proven track record in investment management system software, candidates should demonstrate relevant professional experience in this specialized field. Expertise in implementing, optimizing, or maintaining such systems will be essential to fulfilling the role effectively.
Proactive professionals who can convey difficult information to debtors and demonstrate the assertiveness required to secure full repayment of outstanding debts.
Proven ability to handle challenging client interactions while achieving mutually beneficial resolutions.
Demonstrates an exceptional ability to focus on intricate details while ensuring meticulous follow-through in all assigned tasks.
Familiarity with the civil court system and prior litigation experience are advantageous.
Unwavering dedication, strong ethical principles, and exceptional analytical abilities are essential, along with a commitment to excellence and a proactive approach to problem-solving in all aspects of the role.
A minimum of four years of professional experience in a related or applicable field is required.
Must possess legal authorization to work in Kenya.
The ideal candidate must demonstrate expertise in key functional areas relevant to the role, showcasing a strong combination of technical and soft skills. Proficiency in specialized tools, software, or methodologies is required, along with the ability to apply analytical thinking to solve complex challenges. Strong communication skills are essential for collaborating with cross-functional teams and stakeholders, while adaptability ensures seamless navigation through evolving priorities. Problem-solving abilities are critical for identifying innovative solutions, and a commitment to continuous learning will drive professional growth and operational excellence.
We are looking for someone who;
Establishes Trust – Consistently fulfills commitments, cultivates credibility through transparent and honest communication, and demonstrates sincere concern for team members’ well-being.
Demonstrates courage by proactively tackling challenging matters with transparency and resolve, seizing fresh prospects without hesitation, and embracing complete accountability for individual contributions.
Makes informed decisions by gathering pertinent data and soliciting necessary input as required, while taking appropriate action within their designated responsibilities, and recognizing when to escalate issues or request further guidance.
The position offers a comprehensive benefits package designed to support your overall well-being and professional growth. This includes health, dental, and vision insurance coverage, along with retirement savings options such as a 401(k) plan with company matching contributions. Employees also enjoy paid time off, including vacation, sick leave, and holidays, as well as flexible spending accounts for healthcare and dependent care expenses. Additionally, the role provides opportunities for career development through training programs, tuition reimbursement, and mentorship initiatives. Other perks may include employee discounts, wellness programs, and work-life balance support.
WHAT YOU’LL GET
This position presents an exceptional chance to contribute to a rapidly expanding organization with a clear, impactful mission. The comprehensive compensation package features a dynamic work environment alongside industry-leading pay and benefits.
We offer a highly competitive salary along with the opportunity for a performance-based bonus.
The role offers a comprehensive benefits package that includes health insurance coverage, annual leave entitlements, access to exclusive staff savings programs, gender-neutral parental leave provisions, a sabbatical program, and additional perks.
Our organization fosters an exceptional company culture, prioritizing your professional development through substantial investments in learning and advancement, alongside clear pathways for career progression.
An exciting chance to collaborate with a skilled group of professionals spanning various locations within the organization.
Capable of driving meaningful social change and fostering economic advancement through dedicated efforts and initiatives.
go to method of application
To initiate your application, kindly utilize the provided link(s) accessible on the company’s official website.
Qualifications
BA/BSc/HND
Experience Required
4 years
