Senior Manager, Financial Reporting, Planning & Analysis

About the Role

At Barita Merchant Bank, we are dedicated in securing our clients’ financial goals, including our own. We are seeking a qualified finance manager, who shares our commitment and will be able to guide and monitor the day-to-day financial operations of the bank.

The incumbent will be responsible to produce financial reports for management and regulators in accordance with International Financial Reporting Standards (IFRS) and in accordance with the Banking Services Act (2014).

 

Key Responsibilities

  • Verify and approve daily inputs, journal entries, general ledger schedules and ensure that accounting reconciliations are completed in keeping with bank’s policies & procedures.
  • Supervises the team members of the department towards efficiency of process work flows to ensure the department's goals and objectives are achieved.
  • Review reconciliations for the department including bank reconciliations, intercompany reconciliations, broker reconciliations and general ledger account reconciliations ensuring that clearing items are investigated timely and appropriate corrective action effected.
  • Management of accounts payable ensuring timely settlement of outstanding invoices and liabilities.
  • Assist in the preparation of the annual preparation of the Bank’s Budget.
  • Prepare fair value computations for the bank.
  • Research and provide timely responses to queries from regulatory bodies and associated agencies.
  • Supervise the preparation of and review of monthly management accounts and reports for submission to executives, stakeholders and board members.
  • Assist with the presentation of monthly management accounts at P&L meeting
  • Provide monthly financial analyses and as needed on an ad-hoc basis, in particular for decision making
  • Prepare monthly reconciliation of subledger to general ledger
  • Review BOJ Reports
  • Prepare quarterly ECL calculations
  • Managing the annual audit process and coordinating the provision of information to external auditors.

 

 Ethics and Security Responsibilities

  • Uphold the highest standards of integrity, confidentiality, and ethical conduct in all work activities.
  • Comply with all organizational policies related to ethics, data protection, cybersecurity, and responsible use of resources.
  • Actively safeguard sensitive information, including personal data, intellectual property, and business-critical assets.
  • Report any suspected unethical behavior, conflicts of interest, or security incidents through appropriate channels.
  • Complete all required ethics and cybersecurity training and stay informed about relevant policies and best practices.
  • Contribute to a workplace culture that values transparency, accountability, and responsible digital behavior.

 

Qualifications & Experience

  • Post Graduate Degree in Finance, Business Administration, Banking or equivalent.
  • ACCA/CA or CPA designation.
  • Minimum  of six  (6) years relevant  working  experience  in a  senior  capacity in financial management and control preferable within a banking or financial services environment, involving extensive regulatory and compliance activities.

 

Core Competencies & Skills

  • Curiosity and a genuine passion for using data to create business value.
  • Excellent communication skills, both written and verbal, to convey complex ideas to stakeholders at all levels.
  • A natural problem solver who enjoys tackling challenges with a data-driven approach.
  • Collaboration-oriented, working seamlessly with cross-functional teams and driving consensus.
  • Commitment to doing a good job, meeting deadlines and expectations and showing respect for others.

Special Working Conditions

The job is based on a forty-hour work week; however, the nature of the company’s business will require flexible working hours during the week and possibly on weekends and public holidays.

 

Why Join Us?

At Barita Financial Group, you’ll be part of a team that is shaping the future of data-driven decision- making across financial services. You will work in a dynamic environment that values innovation, collaboration, and impact. Your role will not only focus on your key responsibilities but will also contribute to improving the efficiency of the organization and add measurable value to the company’s bottom line. One Mission. One Vision. One Group.



Assistant Vice President, Corporate and Investment Banking

 ROLE PURPOSE

The Assistant Vice President, Corporate & Investment Banking is a senior client‑facing and transaction‑execution leader responsible for originating, structuring, and delivering complex financing and advisory solutions to corporate, institutional, and government clients.

The role combines relationship management, credit and risk assessment, and investment‑banking execution, including debt and equity capital markets, structured finance, project finance, and M&A advisory.

 The incumbent will lead deal teams, manage key client relationships, and contribute to the strategic growth of the Corporate & Investment Banking (CIB) franchise.

 

KEY RESPONSIBILITIES

Client Coverage & Relationship Management

  • Serve as a senior relationship manager for top‑tier corporate, institutional, and government clients.
  • Develop deep client insights to identify financing, advisory, and risk‑management opportunities.
  • Lead client meetings, strategic discussions, and pitch presentations.
  • Maintain a strong pipeline of revenue‑generating opportunities across lending, capital markets, and advisory.


 Transaction Origination & Structuring

  • Originate and structure complex financing solutions including:
  • Corporate loans and syndicated facilities
  • Project and infrastructure finance
  • Acquisition financing
  • Structured and asset‑backed financing
  • Trade finance and working capital solutions
  • Lead origination of investment‑banking mandates including:
  • M&A advisory
  • Equity and debt capital raising
  • Private placements
  • Strategic corporate advisory
  • Develop tailored solutions that align with client strategy, risk appetite, and market conditions.


Transaction Execution & Deal Leadership

  • Lead end‑to‑end execution of financing and advisory transactions.
  • Oversee financial modelling, valuation, credit analysis, and transaction structuring.
  • Coordinate internal and external stakeholders including legal counsel, regulators, rating agencies, auditors, and investors.
  • Review and negotiate term sheets, credit agreements, and transaction documentation.
  • Ensure timely and high‑quality execution of all deliverables.


 Credit Risk Assessment & Portfolio Management

  • Conduct detailed credit assessments, financial analysis, and risk evaluations for new and existing clients.
  • Prepare and present credit proposals to internal credit committees.
  • Monitor portfolio performance, covenant compliance, and early‑warning indicators.
  • Recommend risk‑mitigation strategies and portfolio optimization measures.


 Market & Sector Intelligence

  • Maintain up‑to‑date knowledge of macroeconomic trends, capital markets activity, regulatory developments, and sector‑specific dynamics.
  • Produce market insights, sector reports, and strategic recommendations for clients and internal stakeholders.
  • Identify emerging opportunities in priority sectors.


 Leadership, Team Development & Internal Contribution

  • Lead deal teams and mentor junior bankers, analysts, and associates.
  • Promote a culture of excellence, collaboration, and disciplined execution.
  • Contribute to strategic planning, product development, and business‑growth initiatives.
  • Uphold the highest standards of compliance, ethics, and risk management.


QUALIFICATIONS & EXPERIENCE

Master’s Degree in Finance, Economics, Business Administration, or related field (CFA, FRM, or similar credentials preferred).
7–10+ years’ experience in corporate banking, investment banking, or structured finance.
Proven track record in originating and executing complex financing and advisory transactions.
Strong understanding of credit analysis, capital markets, corporate finance, and regulatory frameworks.
Experience managing senior‑level client relationships and delivering strategic solutions.


TECHNICAL COMPETENCIES

Advanced financial modelling and valuation skills.
Strong credit analysis and risk‑assessment capability.
Deep knowledge of capital markets instruments, corporate lending, and structured finance.
Proficiency in Microsoft Excel, PowerPoint, and financial databases (Bloomberg, Refinitiv, S&P Capital IQ).
Strong understanding of legal documentation and transaction structuring.


BEHAVIOURAL COMPETENCIES

Strong leadership presence and executive communication skills.
High level of commercial acumen and strategic thinking.
Ability to influence and negotiate at senior levels.
Strong relationship‑building and networking capability.
Ability to manage multiple priorities in a fast‑paced environment.
High integrity, sound judgment, and commitment to ethical conduct.


PERFORMANCE CRITERIA

Growth of client portfolio and revenue generation.
Successful origination and execution of transactions.
High‑quality credit submissions and risk management.
Strong client satisfaction and retention.
Effective leadership and development of junior team members.
Adherence to compliance, regulatory, and ethical standards.
 

SPECIAL WORKING CONDITIONS

The position operates in a fast-paced executive environment requiring significant interaction with internal and external stakeholders.
The role will require flexibility beyond normal business hours, including occasional evenings, weekends, and public holidays.
The role may involve domestic and international travel.
The incumbent will regularly participate in Board meetings, Executive Committee meetings, regulatory engagements, client meetings, and strategic planning sessions.


S

Why Join Us?

At Barita Financial Group, you’ll be part of a team that is shaping the future of data-driven decision-making across financial services. You will work in a dynamic environment that values innovation, collaboration, and impact. Your role will not only focus on your key responsibilities but will also contribute to improving the efficiency of the organization and add measurable value to the company’s bottom line. One Mission. One Vision. One Group.

 Barita Investments Limited thanks all applicants for their interest in joining our team. While we appreciate every application received, only shortlisted candidates will be contacted. The application deadline is Friday, July 24, 2026. We look forward to reviewing your submission.



Business Development Manager

About the Role

The Business Development Manager is responsible for developing and executing comprehensive sales and relationship management strategies that align with Barita Merchant Bank’s (BMB) business objectives. This includes driving revenue growth, expanding the client portfolio, and ensuring strict adherence to Know Your Customer (KYC) requirements and service standards.

With a strong focus on deposit growth and client satisfaction, the incumbent cultivates long-term relationships by delivering tailored financial solutions and proactive portfolio management. This role also plays a key part in leading sales initiatives, identifying new business opportunities, and enhancing the overall client experience through strategic engagement and exceptional service delivery.

 

Key Responsibilities

Client Acquisition & Portfolio Growth

  • Actively prospect and acquire new clients by leveraging relationships with existing centres of influence.
  • Retain and expand the existing client portfolio by proactively conducting portfolio reviews and presenting tailored proposals.
  • Identify referral opportunities and collaborate with internal partners to provide comprehensive financial solutions.
  • Serve as trusted advisor, offering guidance on banking products and other financial services to support clients in achieving their financial goals.

Sales & Business Development

  • Consistently execute sales activities, including prospecting calls, sales appointments, and portfolio reviews, in alignment with established targets.
  • Assist the AVP with business development and sales initiatives to achieve the bank’s revenue goals.
  • Prepare and deliver presentations on BMB products and services to attract new business opportunities.
  • Collaborate with internal teams to cross-sell relevant financial products and services
  • Identify and pursue new business opportunities to grow the client portfolio and contribute to revenue generation

Client Experience & Service Excellence

  • Deliver a superior customer experience across all communication channels, including phone, email, and face-to-face interactions.
  • Respond to client queries, requests, and complaints in accordance with the company’s Service Delivery Standards.
  • Provide timely reinvestment options for upcoming maturities to ensure continuity and maximize returns for clients.
  • Ensure timely and accurate processing of client transactions while maintaining the highest service standards

Portfolio & Risk Management

  • Proactively assess client portfolios to recommend suitable financial solutions that align with their needs and risk profiles.
  • Conduct appropriate KYC due diligence and enhanced due diligence in compliance with regulatory and internal standards before onboarding clients.
  • Ensure timely action and response to all compliance unit reports within the required timelines.
  • Prepare and submit Unusual Transaction Reports (UTRs) when necessary.

 Regulatory Compliance & Governance

  • Adhere to company policies, standard operating procedures for repurchase agreements, equity management, and unit trusts, as well as regulations governing BMB’s business.
  • Stay updated on industry best practices, investment products, and regulatory changes to ensure compliance and offer informed advice.

Operational Efficiency & Reporting

  • Review upcoming maturities and recommend suitable reinvestment options
  • Maintain accurate records of client interactions, sales activities, and compliance reports to support operational efficiency and decision-making
  • Perform other duties as assigned to support the business objectives and overall success of the bank.

 

Ethics and Security Responsibilities

  • Uphold the highest standards of integrity, confidentiality, and ethical conduct in all work activities.
  • Comply with all organizational policies related to ethics, data protection, cybersecurity, and responsible use of resources.
  • Actively safeguard sensitive information, including personal data, intellectual property, and business-critical assets.
  • Report any suspected unethical behavior, conflicts of interest, or security incidents through appropriate channels.
  • Complete all required ethics and cybersecurity training and stay informed about relevant policies and best practices.
  • Contribute to a workplace culture that values transparency, accountability, and responsible digital behavior.

 

Qualifications & Experience

  • Bachelor’s degree in business administration, Finance or related discipline.
  • A minimum of five (5) years’ experience in a similar capacity.
  • Industry knowledge and knowledge of BMB and its products and services.

 

Core Competencies & Skills

  • Curiosity and a genuine passion for using data to create business value.
  • Excellent communication skills, both written and verbal, to convey complex ideas to stakeholders at all levels.
  • A natural problem solver who enjoys tackling challenges with a data-driven approach.
  • Collaboration-oriented, working seamlessly with cross-functional teams and driving consensus.
  • Commitment to doing a good job, meeting deadlines and expectations and showing respect for others.

 



Data Engineer

Barita Investments Limited is seeking a skilled Data Engineer to develop and maintain secure, scalable and reliable data platforms that enable trusted reporting, advanced analytics and emerging AI use cases. The successful candidate will manage the end-to-end data lifecycle, ensuring that information is accurate, timely, traceable and appropriately governed.

 ROLE & CORE FUNCTIONS

Designs, builds and operates secure, scalable and reliable data platforms that support reporting, analytics, regulatory obligations and emerging artificial intelligence use cases. Owns the end-to-end data lifecycle, including ingestion, transformation, storage, orchestration, testing, deployment, monitoring and documentation. Ensures that data is available, accurate, timely, traceable and appropriately governed.

FUNCTIONAL RESPONSIBILITIES

  • Work closely with analysts and business SMEs to build efficient data warehouse objects for reporting & analytics
  • Discover data sources, determine the best ETL approach and tools to bring data into the data warehouse, build data cleansing rules and initial transformations, perform data mapping as needed
  • Design, develop, re-engineer, deploy and monitor data pipelines using some combination of Python, SQL, Bash/Shell Scripting, APIs and other tools.
  • Create and optimize data warehouse schema and tables to meet business objectives
  • Build and orchestrate end to end solutions for data integration from various sources into the data warehouse
  • Drive the design, building and launching of new data models and objects
  • Implement methods to improve data reliability and quality
  • Analyse and combine raw information from different sources to create consistent and usable formats
  • Develop and test architectures that enable data extraction and transformation for predictive or prescriptive modelling

 QUALIFICATIONS & EXPERIENCE

  • Bachelor’s Degree in Computer Science, Computer Engineering, relevant technical field, or equivalent practical experience
  • 3+ years of technical experience designing, building and maintaining data warehouses
  • 3+ years of experience in developing advanced ETL/ELT pipelines and data integrations
  • Experience working with large-scale data warehouse solutions, complicated datasets, distributing computing engines, ETL automation and BI visualization tools
  •  Experience in building self-service data services

REQUISITE COMPETENCIES AND SKILLS

  • Highly proficient in SQL, able to write efficient complex queries and ETL jobs that span terabytes of data. Python experience is an asset.
  • Strong data infrastructure and data architecture skills
  • Working knowledge of relational databases and data lakes (MySQL, SQL Server, PostgreSQL, Redshift, Snowflake, etc.)
  • Proficient in data modeling for both transactional and dimensional data warehouse databases
  • Keen attention to detail
  • Excellent analytical skills and ability to combine data from different sources
  • Familiarity with programming languages and knowledge of machine learning methods
  • Strong technical and problem-solving ability with excellent interpersonal skills
  • Comfortable learning and embracing new technologies and languages
  • Effective written and verbal communication skills
  • Ability to work on one's own initiative
  • Exceptional ability to work optimally in a fast-paced environment.
  • IT experience in the financial services sector, preferred

 If you are an analytical and solutions-driven data professional who thrives in a fast-paced environment and is ready to help shape the future of Barita’s data infrastructure, we invite you to apply and join our team. Applications should be submitted no later than October 31, 2026.



Manager, Financial Reporting

ROLE & CORE FUNCTION

 

The Manager – Financial Reporting’s responsibility is to ensure the accurate recording of transactions, act in a supervisory role to other staff members of the department and provide accurate and timely reporting of information to internal and external customers.  The Manager will assist with all internal and external analysis and reporting for certain business units.  
 

MAIN DUTIES & RESPONSIBILITIES:

The incumbent performs tasks such as general ledger account analysis and reconciliations, reviewing journal entries, intercompany billings, and preparation of monthly financial statements.

  •  Directs and monitors the preparation of monthly and quarterly financial statements according to stipulated guidelines for submission to Board, Jamaica Stock Exchange, Senior management and Head Office
  • Approving journal entries and ensuring that all transactions are recorded, and general ledger is updated and maintained on a monthly basis.
  • Review bank reconciliations and suspense/clearing account analysis
  • Perform review of subledger recon for products including investments, repurchase agreement, loans, and equity.
  • Ensure timely and accurate submission of all statutory and regulatory requirements, including the preparation and submission of weekly, monthly and quarterly reports to the Financial Services Commission (FSC) and the Jamaica Stock Exchange (JSE)
  • Review and post Accounts Payable invoices.
  • Assist with timely completion of internal and external audits.
  • Assist with the annual budgeting exercise.
  • Ensure the timely filing and payment of all tax returns including GCT, Payroll taxes, Asset tax, Income tax and Withholding tax
  • Communicate with internal stakeholders on a regular basis to discuss operational issues, key metrics
  • Recommend changes in policies, procedures and processes to minimize risk and improve efficiency of finance unit.
  • Coach, mentor and evaluate staff members

 

REQUISITE COMPETENCIES AND SKILLS:

  • Strong analytical, problem solving and investigative skill
  • Sound knowledge of computerized accounting and spreadsheet packages
  • Ability to analyze and interpret financial reports
  •  Ability to communicate effectively in both oral and written format
  •  Excellent time management skills
  •  Ability to define problems, collect data, establish facts and draw valid conclusions
  • Sound negotiation and persuasion skills
  • Ability to manage multiple tasks in a fast-paced environment while adhering to challenging   deadlines
  •  Proficiency with Microsoft Office Suite

 
ACADEMIC QUALIFICATIONS AND EXPERIENCE:

  •  BSc in Business Administration, Finance or Accounts, ACCA/CPA or equivalent qualification from a recognized tertiary institution.
  •  A minimum of five (5) years relevant working experience. In a senior capacity in financial management and control within a banking or financial services environment
  • Experience in financial services industry will be an advantage.
  •  In depth knowledge of financial reporting systems

 
  At Barita Investments Limited, we are committed to attracting talented professionals who embody excellence, integrity, accountability, collaboration, and client focus. If you are passionate about making an impact and contributing to a high-performing team, we invite you to apply.

Only shortlisted candidates will be contacted. We thank all applicants for their interest in joining the Barita team.

Deadline: August 31, 2026






Let's Make Your Money Work For You