DUTIES AND RESPONSIBILITIES:                   

 Investment Origination & Deal Management

Lead comprehensive market research initiatives across target countries, industries, and companies to identify high-potential investment opportunities

Develop and maintain sophisticated databases of market intelligence, incorporating analysis from annual reports, industry publications, and financial journals

Screen and evaluate diverse investment prospects including private equity, quoted securities, fixed income instruments, real estate, and short-term deposits

Serve as primary liaison with sponsors and stakeholders throughout the investment lifecycle

Prepare detailed fact sheets, preliminary investment summaries, and maintain dynamic deal flow schedules

Due Diligence & Financial Modeling

Construct complex financial models and lead comprehensive due diligence processes

Coordinate with external consultants including legal advisors, tax specialists, and industry experts

Present detailed investment analyses to the Finance and Investments Committee

Ensure robust documentation and approval processes are followed

Manage financial, tax, and legal structuring to optimize transaction outcomes

Transaction Execution & Portfolio Management

Oversee complete transaction closing processes, ensuring fund availability and regulatory compliance

Support capital raising initiatives and prepare board-level capital raising proposals

Develop and execute post-investment business plans to maximize value creation

Cultivate strategic relationships with co-investors and lending institutions

Prepare comprehensive semi-annual portfolio reviews and performance presentations

Provide regular updates to executive leadership on portfolio company progress

Exit Strategy & Value Realization

Develop annual portfolio optimization plans with clear exit versus retention recommendations

Prepare and present detailed exit analyses to the Board of Directors

Execute exit strategies to maximize investment returns

Compliance & Reporting

Ensure adherence to all company policies, procedures, and regulatory requirements

Maintain compliance with statutory bodies and relevant financial regulations

Prepare timely and comprehensive reports for CEO and Board consumption

Contribute to investor briefings, annual reports, and other stakeholder communications

 KEY COMPETENCIES:

Investment Analysis & Portfolio Management

Deal Structuring & Execution

Strategic Planning & Capital Raising

Regulatory Compliance & Risk Management

Stakeholder Engagement & Communication

Leadership & Portfolio Oversight

Requirements

MINIMUM REQUIREMENTS: 

Bachelor's degree in Finance, Business Administration, Economics, or related field

Mandatory: Chartered Financial Analyst (CFA) certification or Certified Financial Analyst qualification

Additional professional certifications in investment management preferred

Minimum 5-7 years of progressive experience in investment management, private equity, or related financial services

Proven track record in deal origination, execution, and portfolio management

Experience with both quoted and unquoted investment vehicles

Proficiency in advanced Excel modeling and financial analysis software

Experience with investment management systems and databases

Knowledge of Kenyan and regional capital markets