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Reference: NHIMA-VAC-17
Position
Department
ICT
Health Insurance Services(HIS)
Public Relations
Finance & Investments
Quality Assurance & Accreditation
Human Resource & Administration
Procurement
Audit & Risk
Research & Planning
Legal & Board Services
General Management
Type
Temporal
Fixed Term Contract
Internship
Permanent
Location
Lusaka
Ndola
Kitwe
Key Functions/Responsibilities
<p>This position reports to and will be supervised by the Senior Investments Officer – Back Office and Compliance.</p><ol><li><strong>Transaction Processing & Settlement</strong></li></ol><ul><li>Assist in confirming, processing, and settling treasury and investment transactions in line with internal policies and timelines.</li><li>Perform daily bank reconciliations to verify the movement of funds and resolve discrepancies.</li><li>Receive, verify, and dispatch deal confirmation certificates to counterparties.</li></ul><ol><li><strong>Data Management & System Support</strong></li></ol><ul><li>Accurately input investment and treasury data into the Investment Management Information System (IMIS) and ensure timely updates.</li><li>Monitor the functionality of the IMIS and report any system issues or inconsistencies.</li><li>Maintain and update physical and digital records of investment contracts, agreements, and supporting documentation.</li></ul><ol><li><strong>Reconciliation & Reporting</strong></li></ol><ul><li>Assist in reconciling investment transactions, currency positions, and data between front office and back-office systems.</li><li>Assist in reconciling transactions between finance and other collaborating department.</li><li>Support the preparation of monthly and ad hoc investment performance and compliance reports.</li><li>Maintain daily logs of all investment and treasury activities for audit and tracking purposes.</li></ul><ol><li><strong>Compliance & Risk Monitoring</strong></li></ol><ul><li>Conduct preliminary due diligence on transactions to identify potential risks or irregularities.</li><li>Monitor transaction timelines and escalate delays to ensure prompt settlement and compliance with regulatory and internal standards.</li><li>Report back-office incidents and assist in implementing corrective actions under supervision.</li></ul><ol><li><strong>Market Research & Analysis Support</strong></li></ol><ul><li>Assist in collecting and analysing market data to support investment decision-making.</li><li>Contribute to the identification of new investment opportunities through basic research and data interpretation.</li><li>Support the revaluation of foreign exchange positions and check rate appropriateness for all deals.</li></ul><ol><li><strong>Stakeholder Coordination</strong></li></ol><ul><li>Liaise with third-party back-office service providers to ensure accurate and timely data exchange.</li><li>Track and document progress on investments, flagging issues for escalation.</li></ul><ol><li><strong>Administrative & Budgetary Support</strong></li></ol><ul><li>Provide administrative assistance during the budgeting and investment planning processes.</li><li>Support the coordination of internal and external audits by preparing required documentation and reports.</li></ul>
Education and Experience
<ul><li>5 "O" Levels with credit and above including Mathematics and English</li><li>Holder of a bachelor’s degree in finance, Accounts, Economics, or Business Administration, ACCA/CIMA/Finance related fields </li><li>At least 3 years of experience in an Investments or Treasury Operations/Back Office, in an organization with similar investment scope and size, as an investments and/or treasury officer, analyst or treasurer.</li><li>Added Advantage: ACI Dealing or Operations Certificate; The Investment Advisors & Stockbrokers certification awarded by the Zambia Pensions and Insurance College Trust and The Securities Exchange Commission.</li></ul>
Attributes and skills
<ul><li>Detail Oriented</li><li>Computer skills: Familiarity with Microsoft Office Tools; particularly Excel and Power BI</li><li>Good Communicator </li><li>Ethical and personal Integrity</li><li>Decision oriented</li><li>Team player</li></ul>
Years experience
Deadline
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