Job Purpose Statement

• To fully support the operations of all NCBA Investment Bank Advisory divisions including debt capital markets, equity capital markets, and mergers and acquisitions.

Key Accountabilities (Duties and Responsibilities)

Financial – 30%

• Lead in the preparation of Information Memoranda and deal pitch books.
• Increase profitability of NCBA-IB through expansion of M&A, debt, and project finance originations and executions.
• Grow business by introducing new clients (M&A, FI, Project Finance, CPs, etc.) and potential collaboration partners (PE Funds, Investment Banks, DFIs, etc.).
• Increase profitability through deal pipeline growth and expedient deal execution.
• Bring ideas to the table that will lead to establishment of new business lines within NCBA-IB.
• Support the Fixed Income, Project Finance, and Corporate Advisory divisions.
• Collect debts for jobs billed in the year.

Internal Business Processes – 50%

• Carry out macro-economic, industry, and company research, as well as conducting company analysis.
• Provide relevant market information to inform, brief, and update NCBA-IB’s clients and potential clients.
• Build financial models to assist in execution of mandates.
• Gain in-depth understanding of variables and assumptions affecting financial models, and create models for valuation stages of deals and pitch books.
• Maintain various databases used for research, client updates, deal sourcing, and execution.
• Take minutes during meetings and follow up to ensure all executables are accomplished.
• Maintain proper filing of materials including Engagement Letters, NDAs, Annual Reports, Presentations, etc.
• Prepare Non-Disclosure Agreements and Engagement Letters for clients.

Customer – 10%

• Cross-sell group products.
• Manage relationships with existing clients to ensure satisfaction and repeat business.
• Positively and broadly market NCBA-IB.
• Monitor competition and market trends, advising NCBA-IB on positioning to achieve objectives.
• Bring ideas that lead to establishment of new business lines.
• Be fully involved in research and financial modelling functions critical for client engagement, updates, and briefings.

Learning and Growth – 10%

• Undertake at least 50 hours of internal/external training annually.

Job Specifications

Academic:

• Bachelor’s degree in a business-related field.
• Master’s degree is an added advantage.

Professional:

• CIFA, CISI.
• CFA or CPA (K) is an added advantage.

Experience:

• Minimum 1 year in Investment Banking / Treasury environment with exposure to financial analysis.

Technical Competencies:

• Knowledge of banking and business operations, including investment banking policies and procedures.
• Risk management skills to anticipate and mitigate risks.
• Strong conceptual and analytical skills with attention to detail.
• Technology skills in investment banking applications, spreadsheets, and research tools.
• Knowledge of financial products and pricing methodologies.
• Financial modelling and valuation expertise.
• Understanding of compliance and regulatory frameworks (CMA, NSE, IRA, RBA, etc.).

Behavioural Competencies:

• Results and achievement-oriented.
• Strong personal ethics and integrity.
• Effective negotiation skills with a win/win approach.
• Excellent communication and interpersonal skills.
• Leadership, team-building, and mentoring abilities