Latest Audit Jobs In Kenya

Portfolio Analyst At Summit Recruitment and Search – APPLY NOW

  • Job TypeFull Time
  • QualificationBA/BSc/HND
  • Experience3 years
  • LocationNairobi
  • Job FieldFinance / Accounting / Audit 

Key Responsibilities:

  • Prepare and circulate the monthly/quarterly portfolio reports to the lending teams and program leads for review.
  • Prepare and update all tables, graphs, and financial information for the portfolio clients and other requests.
  • Build and review portfolio reports on a monthly/quarterly basis with the lending team to review the pipeline, IRR, and portfolio performance.
  • Prepare one-pagers drafts/KYCs/DD for review and approval by the investment committee.
  • Assist the Portfolio Manager – Capital and TA with supervision priorities and compliance.
  • Provide support to the Investment/TA staff, including research/client payment administration, consultant identification, and contracting.
  • Take minutes and track follow-ups for supervision meetings (LQFRs, SAIRs, Valuations).
  • Complete and file ad hoc requests from stakeholders, auditors, and external meetings.


  • Must have bachelor’s degree in mathematics or a related field
  • Must have 3+ years of credit experience
  • Demonstrated ability to support portions of investment activities(sourcing/due diligence, as well as drafting related memos/financial analysis, and legal agreements)
  • Strong analytical skills, with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
  • Demonstrated support or ability in research, client supervision/compliance, and capacity building interventions
  • Experience working in banking or microfinance institutions is a must
  • Experience in financial analysis, credit analysis, and data analysis is preferred.
  • Ability to interact with clients & partners, & manage relationships;
  • Strong interpersonal skills and ability to interact with & partners, & manage relationships.

Deadline for applications: 30th March, 2024

Method of Application

Interested and qualified? Go to Summit Recruitment and Search on to apply

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