Job Ref. No: JAML078
Position: Intern – Investment Processing
Jubilee Insurance was established in August 1937 as the first locally incorporated insurance company based in Mombasa. Over the years, Jubilee has expanded its presence across the region to become the largest composite insurer in East Africa, offering Life, Pensions, General, and Medical Insurance.
Today, Jubilee serves over 450,000 clients with a strong network of offices in Kenya, Uganda, Tanzania, Burundi, and Mauritius. It is the only ISO-certified insurance group listed on all three East African stock exchanges—Nairobi Securities Exchange (NSE), Dar es Salaam Stock Exchange, and Uganda Securities Exchange. The company has received high ratings for leadership, quality, and risk management, with AA- ratings in Kenya and Uganda, and A+ in Tanzania.
Jubilee Asset Management Limited (JAML), a wholly owned subsidiary of Jubilee Holdings Limited, specializes in fund management and investment advisory services for both retail and institutional clients. JAML is licensed and regulated by the Capital Markets Authority (CMA) and the Retirement Benefits Authority (RBA).
JAML is seeking to recruit an Intern – Investment Processing, who will report to the Manager – Fund Services and will be based at the Head Office in Nairobi.
Role Purpose
The Intern – Investment Processing will support the Fund Administration team in daily investment processing and reconciliation activities. This role offers hands-on experience in fund administration, investment operations, regulatory compliance, and internal controls.
The intern will assist in ensuring accurate transaction processing, maintaining proper records, and delivering an excellent client experience, while gaining exposure to asset management operations.
Main Responsibilities
Operational Support
- Assist in daily reconciliation of client transactions with bank statements and suspense accounts
- Support timely capture and updating of purchase transactions
- Assist in preparing investor reports, fund reports, and other client documents
- Collaborate with internal teams (portfolio managers, business development, and compliance)
- Maintain accurate records of subscriptions, redemptions, transfers, and other activities
- Support preparation of documents for audits and regulatory inspections
Strategy
- Support initiatives to improve and streamline client purchase processes
- Provide feedback on client needs and service gaps
- Contribute to digital onboarding improvements
Corporate Governance
- Ensure compliance with regulatory guidelines, AML/KYC requirements, and company policies
- Support internal and external audits with accurate records
- Identify and escalate risks in investment processing
Culture & Teamwork
- Work collaboratively across teams to deliver excellent service
- Promote a client-centric culture aligned with Jubilee values
- Support knowledge-sharing and continuous improvement
Key Competencies
- Financial Acumen
- Attention to Detail
- Teamwork
- Adaptability
- Integrity
- Problem-Solving Skills
Academic Background & Qualifications
- Bachelor’s Degree in Finance, Business Administration, Economics, Statistics, Actuarial Science, or a related field
- Strong computer skills, especially in Excel and basic data analysis tools
- Demonstrated interest in asset management or financial services
How to Apply
Qualified candidates should apply via: Recruitment@jubileekenya.com Quote the Job Reference Number and Position in the subject line. Application deadline: Wednesday, 8th April 2026
Only shortlisted candidates will be contacted.