Job Ref. No: JAML072

Role Purpose:

The Senior Investment Analyst will play a critical role in driving strategic investment decisions that maximize financial performance and align with the organization’s long-term objectives. This position requires expertise in dealership, research analysis, and pricing, contributing to informed decision-making and sustainable growth. They will collaborate with crossfunctional teams, delivering data-driven insights and strategic recommendations while fostering a positive people and culture environment. The role also involves maintaining high standards of corporate governance and ensuring compliance with regulatory requirements.

Main Responsibilities:

Strategy:

• Conduct comprehensive market research and analysis to identify potential investment opportunities and trends in the Kenyan market.
• Develop and implement investment strategies to optimize portfolio performance, taking into account risk tolerance, market conditions, and client objectives.
• Collaborate with the investment team to identify and evaluate new investment products and asset classes that align with the company's overall investment strategy.
• Monitor and evaluate the performance of existing investment portfolios, making recommendations for adjustments and enhancements as needed

Operational:

• Perform in-depth financial analysis of investment opportunities, including financial statement analysis, valuation modelling, and risk assessment.
• Conduct due diligence on potential investments, including reviewing legal documents, conducting background checks, and assessing investment risks.
• Prepare investment reports and presentations for internal stakeholders, providing insights and recommendations based on thorough analysis and research.
• Collaborate with portfolio managers, traders, and other internal teams to ensure efficient execution of investment strategies and seamless portfolio management.

Corporate Governance (Regulatory and Compliance):

• Ensure compliance with regulatory requirements, including reporting standards, investment guidelines, and industry best practices.
• Stay updated on relevant laws, regulations, and market developments affecting the asset management industry in Kenya.
• Monitor and manage regulatory filings, reporting deadlines, and compliance documentation.
• Conduct regular internal audits to assess compliance with policies and procedures and implement corrective measures when necessary.

People and Culture:

• Cross-Functional Collaboration: Actively participate in cross-functional project teams to drive collaboration, innovation, and accountability across departments and the Group.
• Employee Collaboration Index: Participate in a minimum of 2 company projects per year with an 80% success rate and engage in at least 1 Group-wide project per year.
• Skills and Competency Development Index: 100% compliance with your training plan annually to support personal and professional growth, ensuring alignment with career paths and future challenges.
• Cultural Alignment Index (CAI): Attain the Company’s CAI target score by embedding Jubilee’s values (e.g., innovation, teamwork, excellence) into project execution and team dynamics.
• Conflict Resolution: Address interpersonal or project-related conflicts constructively, maintaining team morale and focus on shared goals.
• Resource Advocacy: Communicate needs (e.g., tools, training, support) to supervisors to ensure personal and team success.

Key Competencies:

• Strong knowledge of financial markets, investment analysis techniques, and asset allocation strategies.
• Proficient in financial modelling, valuation methods, and investment research tools.
• Familiarity with Kenyan regulatory frameworks and compliance requirements for the asset management industry.
• Analytical mindset with strong attention to detail and ability to draw meaningful insights from complex data.
• Excellent problem-solving and critical thinking skills, with the ability to make informed investment decisions.
• Strong communication and presentation skills, with the ability to effectively convey investment recommendations to both internal and external stakeholders.
• Proactive and self-motivated, with the ability to work independently and prioritize tasks effectively.
• Strong leadership skills, with the ability to motivate and mentor a team of analysts.

Academic Background & Relevant Qualifications:

• Bachelor’s Degree in Finance, Economics, or a related field.
• Master’s Degree in Finance or a relevant discipline (preferred).
• Professional certifications such as CFA (Chartered Financial Analyst) or CPA (Certified Public
• Accountant) will be an added advantage.
• Proven experience in investment analysis, asset management, or a related field, preferably in the Kenyan market