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