Mukuba Pension Trust
Overview of the Job
To design and apply sound and professional investment appraisal standards and techniques within the Investment Policy guidelines to maximize returns for the scheme. The role also involves pension accounting.
Duties and Accountabilities
The duties and accountabilities shall include the following;
1. Prepare short and long term investment proposals.
2. Appraises the Trust’s investment policy and recommends modifications and revisions whenever appropriate to ensure that the policy always remains congruent with current economic trends.
3. Monitors and reviews the performance of investment assets through regular reporting.
4. Conduct online research on LuSE to monitor the performance of the stock market and its impact on the Trust’s investment portfolio.
5. Carries out market surveys to explore business opportunities in the pension industry. Undertakes business appraisals and evaluations to determine potential returns from such business prospects.
6. Analyses the investment portfolio to ensure they are in line with Statutory Instrument No. 50 of 2021.
7. Prepares investment reports for management on a monthly and quarterly basis
8. Keeps up to date with political and economic developments that may affect financial markets
9. Undertake all pension accounting including processing of pension benefits, record of pension liabilities and reporting,
Skills and Personal Attributes
Planning, organizing, interpersonal relations, teamwork, commitment, attention to detail and flexible attitude.
Qualifications and experience
1. Grade 12 Certificate
2. Full ZICA, CIMA, ACCA or a Degree in accounting/finance
3. Minimum of three (3) years of practical experience in a similar role
4. Member of the Zambia Institute of Chartered Accountants
Application procedure:
Interested candidates should submit a resume, application letter and copies of relevant academic/professional credentials to [email protected]