Key Responsibilities:
- Gather and collate financial and qualitative
data on all stocks listed at the NSE
- Develop financial models, conduct independent
business valuations and maintain and update the company’s research
library.
- Gather and evaluate macro-economic data and
business trends.
- Using economic variables, create an asset
allocation strategy and House View guidance for adoption by the investment
committee.
- Develop reports on investment analysis to
facilitate the investment decision process during investment committee
meetings.
- Assist in compiling the client investment
reports in liaison with the Portfolio Managers.
- Conduct portfolio analysis to make
recommendations regarding asset allocation.
- Conduct client presentations on specific
investment options.
- Conduct market research for KCB AM looking at
country, industry macro, micro- economic trends.
- Source for suitable investments (listed or
unlisted) and present the evaluation and opinion to the investment
committee.
- Create and update banking models and conduct due
diligence visits to define investment case for each bank.
- Create, update models and conduct periodic due
diligence visits.
- Call for Investment Committee meetings and take
minutes of the deliberations.
- Make presentations to the Investment committee
covering macro/micro economic trends, equity and fixed income market
performance recommendations to support the committee’s decision-making
process.
- Prepare an economic commentary (weekly
summarized and quarterly detailed) to be distributed to all clients.
- Organize and conduct management meetings with
potential investee companies
- Attend investor analyst briefings, company, and
client visits, and compile reports.
The Ideal Candidate: Academic, Professional &
Experience:
For the
above position, the successful applicant should have the following:
- Bachelor’s degree in commerce, finance,
Actuarial Science, Statistics, or any other finance-related course
- Professional certification such as CFA, CIFA,
CPA, or ACCA, or progress towards any of these (with CIFA or CFA
qualification or progress preferred).
- A master’s degree will be an added
advantage
- CISI Module 2 Finalist will be an added
advantage
- Competence in Financial Modelling
- Minimum of 2 years’ experience as a Research or
Investment Analyst within an investment banking or investment management
environment.
- Should have ready-made models of their own
- Experience in the pension industry & capital
markets is desired
How to Apply
