Job Profile
The
Finance & Investment
Manager
is responsible for overseeing financial management, investment strategy,
compliance, and administrative functions to ensure financial sustainability,
efficiency, and optimal returns on investments. The role requires strong
leadership, risk management, and financial acumen to support Caritas Nairobi’s
strategic goals. The finance and investment manager will report to the
Executive Director.
Key Responsibilities
- Maintain, review, and ensure adherence to Caritas Nairobi’s
financial policies, donor regulations, and tax laws.
- Ensure compliance with International Financial Reporting Standards
(IFRS) and International Accounting Standards (IAS).
- Develop risk management strategies to mitigate financial exposure
and enhance financial controls.
- Facilitate internal and external audits, ensuring timely resolution
of audit recommendations.
- Oversee investment portfolio management, ensuring growth with
minimal exposure to risk.
- Conduct financial analysis, market research, and due diligence to
identify investment opportunities.
- Lead negotiations of term sheets, investment agreements, and
contracts.
- Monitor asset allocation and provide performance reports for
decision-making.
- Lead the preparation and consolidation of of the organizational
budget, ensuring alignment with strategic objectives.
- Provide financial reports, including management accounts, to the
Board of Directors.
- Support program heads and budget holders in financial planning and
cost allocation.
- Provide leadership and mentorship to the finance and investment
team.
- Organize training programs to build financial and investment
literacy within the team
- Implement financial monitoring tools and internal controls.
- Ensure effective utilization of financial resources in line with
donor guidelines.
- Maintain relationships with banks, investment partners, and
stakeholders.
Qualifications
- Bachelor’s degree in Accounting, Finance or its equivalent
- Certified Public Accountant, CPA(K)
- Certified Investment & Financial Analyst (CIFA) or other
Investment Certification
- Master’s Degree will be an added advantage
- Active member of ICPAK in good standing
Experience
- At least seven (7) years’ experience in a senior finance leadership
position
- Demonstrated experience in investment portfolio management,
financial analysis, and identification of viable investment opportunities
with strong risk management practices.
- Experience in developing and implementing financial controls, risk
management frameworks, and compliance systems in line with IFRS, IAS,
donor regulations, and statutory requirements.
- Experience in donor fund management, grants management, and
financial reporting for donor-funded projects and programs.
- Strong experience in stakeholder engagement and relationship
management with banks, auditors, investment partners, regulatory bodies,
donors, and Boards of Directors.
- Proven experience in preparation and presentation of Board financial
reports, investment performance reports, and strategic financial
recommendations.
How to Apply
Interested
candidates who meet the above criteria should send their applications
accompanied by detailed CVs, names of three referees, available testimonials,
working hours’ telephone Contact and recommendation letter from local pastor
to recruitment@caritasnairobi.org
The
subject of the email should clearly indicate the position being applied for
i.e. APPLICATION FOR THE POSITION OF FINANCE AND INVESTMENT MANAGER. Also
include expected salary in your application.
Applications
should reach us on or before 15th June 2026.
