Job Purpose:
Undertaking research across asset classes to inform investment decisions.
Key responsibilities:
- Maintain a perspective on current and future economic conditions and industry trends.
- Assess potential investment opportunities across traditional and non- traditional asset classes.
- Perform analysis to come up with financial models on prospective investment opportunities and recommend investment decisions.
- Derive capital market expectations.
- Conducting market research across industries and gather market intelligence to enhance management of client funds.
- Participating in investment committee meetings.
- Maintain up to date information on the latest economic trends globally, in the country and across sectors.
- Presenting due diligence reports to the wider fund management team and participating in asset allocation decisions.
- Prepare and present investment reports to internal and external clients.
- Support Britam Subsidiaries by providing macro-economic and investment specific research.
- Delegated Authority: As per the approved Delegated Authority Matrix.
Knowledge, experience and qualifications required:
- Bachelor’s degree in commerce, Economics, Statistics or related field.
- At least 2 years’ experience in a similar position with hands on experience of analysis of listed equity securities, Fixed income securities, Property and Offshore.
- Qualified for or actively pursuing the CFA and ICIFA designation.
- Experience in private equity transactions, especially in the energy sector, as an added advantage
