Financial and Investment Officer

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profile Job Location:

Harare - Zimbabwe

profile Monthly Salary: Not Disclosed
Posted on: 9 hours ago
Vacancies: 1 Vacancy

Job Summary

Our client is looking for a Financial and Investment Officer to join their team.
Salary:
Negotiable
Responsibilities:
  • Maintain accurate financial records for the Trust including bookkeeping reconciliations and financial statements.
  • Oversee budgeting cash flow management and tax compliance in coordination with external accountants.
  • Develop and execute an investment strategy aligned with the Trust s objectives and risk tolerance.
  • Monitor and analyze investment performance asset allocation and market trends.
  • Liaise with other staff members investment advisors fund managers and brokers to optimize portfolio returns.
  • Manage key Trust-related projects such as real estate holdings business ventures or philanthropic initiatives.
  • Coordinate with legal tax and operational teams to ensure smooth execution of projects.
  • Prepare and present detailed financial and investment reports to the Board of Trustees.
  • Provide insights on financial performance risks and opportunities.
  • Ensure compliance with trust documents legal requirements and tax regulations.
  • Maintain documentation for audits and regulatory filings.
  • Implement best practices for governance and risk management.
  • Perform any other duties related to the Trust and as maybe requested by the Trustees.
Key Skills:
  • Familiarity with trust structures estate planning on-profits and tax-efficient strategies.
  • Ability to work independently while collaborating with advisors and Trustees.
  • Proactive problem-solver with a strategic mindset.
  • Strong analytical and financial modeling abilities.
  • Proficiency in accounting software (QuickBooks Xerox) and investment tools.
  • Excellent communication and presentation skills.
  • High integrity and discretion in handling confidential matters.
  • Proven track record in portfolio management and financial reporting.
  • Experience managing projects with multiple stakeholders.
Qualifications:
  • Bachelor s Degree in Finance Accounting Business or related field (CPACFA ACCA CIMA or MBA preferred).
  • 5 years in accounting investment management and/or trust/non-profit administration.
Our client is looking for a Financial and Investment Officer to join their team. Salary: Negotiable Responsibilities: Maintain accurate financial records for the Trust including bookkeeping reconciliations and financial statements. Oversee budgeting cash flow management and tax compliance i...
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