REIT Liaison Officer
Key AccountabilitiesQualifications
1) Regulatory Compliance Monitoring
Monitor the REIT's operations and activities to ensure compliance with:
o CMA Act and Regulations.
o REIT Regulations and Guidelines.
o Trust Deed.
o Information Memorandum/Prospectus.
o Applicable laws and industry best practices.
Maintain a compliance monitoring framework and compliance checklist for all Trustee oversight obligations.
Review periodic compliance reports submitted by service providers.
Identify and escalate actual or potential regulatory breaches to the Head of Custody Services.
Track remedial actions and ensure timely closure of compliance findings.
2) Trustee Oversight and Administration
Support the Trustee in carrying out its fiduciary duties under the Trust Deed and applicable regulations.
Monitor activities of:
o REIT Manager.
o Property Manager.
o Fund Administrator.
o Custodian.
o Valuers and Auditors.
Review Trustee reports, management reports, and performance reports.
Ensure Trustee records are maintained accurately and securely.
Maintain an action log for Trustee matters and follow up on implementation.
3) Governance and Reporting
Coordinate Trustee meetings and stakeholder engagements.
Prepare meeting packs, agenda papers, minutes, and action trackers.
Review board and committee papers submitted by the REIT Manager.
Prepare periodic Trustee monitoring and compliance reports.
Coordinate submission of statutory and regulatory reports as required.
4) Financial and Operational Monitoring
Review periodic financial statements and operational reports of the REIT.
Monitor key performance indicators and financial covenants.
Review distribution calculations and investor payment schedules.
Monitor asset acquisition and disposal transactions to ensure compliance with approved mandates and regulatory requirements.
Follow up on material issues affecting REIT performance.
5) Stakeholder Management
Act as the day-to-day Trustee contact point for all REIT-related matters.
Liaise with:
o Capital Markets Authority.
o REIT Manager.
o Custodian.
o Property Managers.
o Auditors.
o Legal Advisors.
o Valuers and Consultants.
Facilitate information sharing between stakeholders and the Trustee.
Bachelor’s Degree in a business-related field.
Over four (4) year’s Operations experience in the banking industry
Any one or a combination of:
CISI Qualification.
Chartered Financial Analyst (CFA).
Certified Public Accountant (CPA).
ACCA.
Certified Investment and Financial Analyst (CIFA).
Chartered Institute for Securities & Investment (Level 3 and above).
ICSA/Corporate Governance Certification.
Risk Management or Compliance Certification.