The Investment Analyst conducts investment analysis and portfolio evaluation, requires a finance/investment degree, progress toward CFA/equivalent, and 2+ years investment experience. Full-time role in Nairobi.
About the Role
Reporting to the Head of
Research & Innovation, the role will primarily provide strategic support
and analytical insights to drive informed decision-making for the business. The
role holder will be responsible for research, investment analysis and provision
of relevant information and recommendations on equity and fixed income
investments.
Key Responsibilities
Data Analysis: Collect, analyze, and
interpret data to generate insights and recommendations. Utilize tools and
techniques to identify trends, patterns, and anomalies.
Market Research: Conduct market research and
competitor analysis to support strategic decision-making. Stay updated on
industry trends, market dynamics, and emerging technologies.
Financial Analysis: Assist in budgeting,
forecasting, and financial modeling. Monitor key financial metrics and prepare
reports for review.
Report Generation: Create detailed reports and
dashboards that provide meaningful insights into business performance, trends,
and opportunities.
Process Improvement: Identify inefficiencies and
bottlenecks in existing processes. Propose and implement solutions to
streamline operations and enhance productivity.
Project Support: Assist in the planning,
execution, and tracking of various projects. Collaborate with cross functional
teams to ensure project milestones are met.
Presentation Skills: Prepare and deliver clear,
concise, and visually appealing presentations to convey complex information to
stakeholders.
Investment Research: Conduct comprehensive
research on various asset classes, industries, and individual companies.
Analyze financial statements, market trends, economic indicators, and other
relevant data to evaluate potential investment opportunities.
Financial Modeling: Develop and maintain
financial models to assess the potential returns, risks, and valuation of
investments. Utilize quantitative techniques and statistical analysis to
support investment decisions.
Investment Reporting: Prepare investment reports
and presentations for stakeholders. Communicate investment recommendations and
performance analysis
Essential Knowledge/Skills and Experience Required:
Bachelor’s
Degree in Investment/Finance/Business Related fields
Progression
to CFA Qualification or equivalent
Minimum
of 2 years’ experience in investment analysis