Are you ready to transform your career with an employer who promotes individual excellence and mutual respect in a team-driven and high-performance culture? Are you keen to scale new heights and redefine success whilst creating value for your leadership brand? The Co-operative Bank of Kenya, “The Kingdom Bank” is the place for those looking to new horizons and exciting opportunities. If you have ambition, energy and drive — then we have room.

Co-op Trust Investment Services Limited (CISL) is a fully owned subsidiary of The Co-operative Bank Group involved in the management of investments on behalf of institutional and individual investors such as Insurance companies, pension funds, Unit Trusts and other entities. Currently CISL is one of the largest Investment management firms, managing assets in excess of KES 510 Bn distributed across various asset classes.

Reporting to the Chief Investment Officer (CIO) – Co-op Trust Investment Services Limited, the role holder will be responsible for originating, structuring and maintenance of Direct Alternative investment proposals, Special Funds structuring & Management and presentation of the same to suitable clients within the context of entire portfolio and statutory constraints. In addition, the role holder will be charged with the responsibility of supporting the CISL investment team in optimisation of investment returns across the sphere of investible asset classes.

The Role

Specifically, the successful jobholder will be required to:

• Offer support in alternative investments sourcing, monitoring and reporting across all CISL mandates.
• Create, manage and offer support in reporting for suitable Special Funds for both Retail and Corporate clients.
• Ensure outperformance and compliance across all the Special Funds under CISL Management.
• Actively lead engagements with clients in their alternative investment activities and maximize returns for assets under management through the analysis of alternatives efficiencies and identifying opportunities for improved performance.
• Work closely with various alternative investments service providers and consultants to provide direction and oversight of business plans and asset strategies for alternative investments.
• Create and maintain appropriate alternative investment performance evaluation metrics and reports as well as evaluating the suitability of existing and proposed client investments.
• Provide pre-acquisition input in the due diligence process including review of financial and operating assumptions; model full life cycle financial analysis for each alternative asset from acquisition to disposal; and manage the integration of assets post-investment.
• Lead and drive engagements with relevant regulators and alternative investment professionals for purposes of product design, development and compliance.
• Ensure that all risk management requirements within your remit are addressed and where necessary escalated through the available defined channels.
• Research and give viable proposals to changes in the Alternative investments space in discussion with CIO CISL / respective client Boards.

Desired Skills and Experience

• Bachelor’s degree in a Business related field.
• Professional Certification — Must be a registered & practicing member of ICIFA.
• Chartered Financial Analyst (CFA) or CAIA will be an added advantage.
• Understanding of Alternative Investments as an Asset Class and Special Funds as an Investment Product.
• Understanding of marketing and customer service principles coupled with knowledge of financial and accounting principles.
• Personal organization and thoroughness coupled with the ability to work under minimum supervision with good judgement and decision-making skills.
• Pro-active in problem solving coupled with the ability to work under own initiative.
• Good attention to detail, an ability to see the bigger picture and a head for figures, margins, budgets, and revenue.
• Demonstrated ability to negotiate, develop and leverage mutually beneficial relationships.

How to Apply

If you are confident that you fit the role and person profile and you are keen to add value to your career then please forward your application letter enclosing detailed Curriculum Vitae to jobs@co-opbank.co.ke indicating the job reference number PIM/CISL/2026 by 30th September 2026.

We are an equal opportunity employer.