Jobs at Kennedia Consulting

Job Summary

• As an Investment Manager, you will play a pivotal role in overseeing and managing investment portfolios to achieve optimal financial returns. Working closely with clients, financial analysts, and other stakeholders, you will develop investment strategies, analyze market trends, and make informed decisions to maximize profitability.
• This role requires a deep understanding of financial markets, risk management, and a commitment to delivering value to clients.

Responsibilities 

• Develop and implement investment strategies based on thorough market analysis, risk assessments, and client objectives.
• Monitor and manage existing investment portfolios, ensuring alignment with clients' financial goals and risk tolerance.
• Conduct in-depth research on financial markets, industries, and individual securities to identify investment opportunities and risks.
• Utilize quantitative and qualitative analysis to make informed investment decisions.
• Collaborate with clients to understand their financial goals, risk preferences, and investment objectives.
• Provide regular updates on portfolio performance, market trends, and recommended adjustments to align with clients' evolving needs.
• Collaborate with clients to understand their financial goals, risk preferences, and investment objectives.
• Provide regular updates on portfolio performance, market trends, and recommended adjustments to align with clients' evolving needs.
• Prepare and present comprehensive investment reports to clients, highlighting portfolio performance, asset allocation, and future investment strategies.
• Work closely with financial analysts, research teams, and other professionals to gather insights and enhance investment decision-making.

Requirements

• Bachelor's Degree in Finance, Economics, Business, or a related field; advanced degrees (e.g., MBA, CFA) preferred.
• 5 - 7 years work experience.
• Proven experience as an Investment Manager or similar role in the financial industry.
• Strong analytical skills, with the ability to interpret complex financial data and market trends.
• Excellent communication and interpersonal skills for client interactions and team collaboration.
• In-depth knowledge of financial markets, investment principles, and risk management.
• Familiarity with investment software and tools.
• Commitment to ethical and transparent business practices.
• Relevant certifications are advantageous.

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Job Summary

• As an Investment Officer, you will be responsible for managing and executing investment strategies, evaluating potential investment opportunities, and monitoring portfolio performance.
• This role involves financial analysis, risk assessment, and collaboration with internal and external stakeholders to achieve optimal returns for the organization.

Responsibilities

• Conduct thorough analysis of investment opportunities, assessing financial statements, market trends, and risk factors.
• Utilize quantitative and qualitative methods to evaluate potential returns and risks associated with various investments.
• Manage and optimize investment portfolios to align with organizational goals and risk tolerance.
• Monitor and track portfolio performance, making recommendations for adjustments as needed.
• Perform due diligence on potential investments, including industry research, financial modeling, and evaluation of investment structures.
• Stay informed about economic trends, industry developments, and market conditions that may impact investment decisions.
• Provide regular updates on portfolio performance and discuss investment strategies.
• Ensure compliance with regulatory requirements and internal policies.

Qualifications and Requirements

• Bachelor's Degree in Finance, Economics, Business, or a related field;
• At least 4 years work experience.
• Proven experience as an Investment Officer or in a similar investment role.
• Strong financial modeling and analytical skills.
• Knowledge of investment strategies, financial markets, and regulatory frameworks.
• Excellent communication and presentation skills.
• Ability to work collaboratively in a team environment.
• Attention to detail and a commitment to accuracy.

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Job Description
Financial Reporting:

• Prepare and analyze financial statements in accordance with accounting standards.
• Ensure timely and accurate submission of financial reports to management and external stakeholders.
• Provide insights and recommendations based on financial analysis.

Audit and Compliance:

• Conduct internal audits to ensure compliance with company policies and procedures.
• Liaise with external auditors and regulatory authorities during annual audits.
• Implement and maintain effective internal controls.

Budgeting and Forecasting:

• Develop and oversee the budgeting process, working closely with various departments.
• Provide financial forecasts based on industry trends, market analysis, and business goals.
• Monitor budget variances and recommend corrective actions.

Tax Management:

• Ensure compliance with tax regulations and prepare tax returns.
• Optimize the organization's tax position through effective tax planning.
• Stay updated on changes in tax laws and regulations.

Financial Analysis:

• Conduct in-depth financial analysis to support decision-making.
• Evaluate the financial performance of various business units and provide recommendations for improvement.
• Identify cost-saving opportunities and efficiency improvements.

Risk Management:

• Assess financial risks and propose strategies for risk mitigation.
• Develop and implement risk management policies and procedures.
• Monitor and report on the organization's risk profile.

Cash Flow Management:

• Manage cash flow to ensure the organization's liquidity.
• Optimize working capital and recommend strategies for cash flow improvement.

Team Leadership:

• Supervise and mentor junior accounting staff.
• Provide training and guidance on accounting principles and procedures.
• Foster a positive and collaborative work environment.

Continuous Improvement:

• Identify opportunities for process improvement and automation.
• Implement best practices in financial management and reporting.

Qualifications

• ICAN Certification
• Bachelor's Degree in Accounting, Finance, or related field.
• Minimum of 6 years of relevant experience, with a proven track record in financial management.

Skills:

• Strong knowledge of accounting principles, financial reporting, and taxation.
• Excellent analytical and problem-solving skills.
• Advanced proficiency in accounting software and Microsoft Excel.
• Strong leadership and interpersonal skills.

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Job Description

• Experienced and detail-oriented Finance Officer with a minimum of 4 years of hands-on financial management experience.
• Adept at overseeing financial operations, budgeting, and financial reporting.
• Proven track record of ensuring fiscal responsibility, regulatory compliance, and optimizing financial processes.
• Seeking to contribute expertise in finance and accounting to support the financial health and strategic goals of the organization.

Key Responsibilities

• Oversee day-to-day financial operations, including accounts payable, accounts receivable, and general ledger activities.
• Ensure accurate and timely recording of financial transactions and adherence to accounting principles.
• Collaborate with department heads to develop annual budgets and forecasts.
• Monitor budget performance and provide analysis of variances.
• Prepare monthly, quarterly, and annual financial reports for management and stakeholders.
• Present financial results and insights to support decision-making
• Ensure compliance with financial regulations, accounting standards, and tax requirements.
• Coordinate with external auditors and regulatory authorities as needed.
• Conduct financial analysis to support strategic planning and investment decisions.
• Provide insights on cost-saving opportunities and revenue enhancement.

Qualifications

• Bachelor's Degree in Finance, Accounting, or a related field.
• Minimum of 4 years of progressively responsible experience in finance and accounting roles.
• Strong knowledge of financial principles, regulations, and accounting standards.
• Proficiency in financial management software and Microsoft Excel.
• Excellent analytical and problem-solving skills.
• Effective communication and interpersonal skills.
• Detail-oriented with a commitment to accuracy.
• Professional certifications (e.g., ICAN, ACA) are advantageous.