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 
• A master’s degree will be an added advantage 
• ICIFA practicing member is required 
• Passed the CISI certification program stage one 
• Competence in Financial Modelling  
• At least five (5) years in an Investment Management firm, insurance firm, or Banking. 
• 3 years of hands-on experience in research 
• Should have ready-made models of their own 
• Experience in the pension industry & capital markets is desired