Main Duties & 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 cases 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 investment 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, client visit and compile reports
Academic & Professional Qualification
- Bachelor’s degree Commerce Finance Option/ Actuarial Science, Statistics, or any other Finance related course.
- MBA or Msc in Finance
- ICIFA practicing member
- Passed CISI certification program stage one
- CFA level 1 pursuing
- Competence in Financial Modelling
- At least five years in a busy Investment Management or insurance firm
- On hand experience in research
- Should have readymade models of their own
- Experience in the pension industry
- Experience in capital markets
