Investments Intern at Sanlam Kenya

Reporting to the Chief Investments Officer, the successful candidate will have the following key responsibilities:


Preparation of daily market updates and weekly cash flow meetings
Assist with portfolio monitoring, analysis, and reporting.
Support in preparation of client reports and engaging presentations regularly.
Support with trading activities, market monitoring, and trade administration.
Conduct equity, fixed income, and market research to support investment recommendations.
Provide general support to the team by undertaking ad hoc research, analysis, reporting, and administrative tasks as required.
Adhere to Company policies including internal and external polices, risk, compliance and regulatory standards.
Any other responsibilities as documented in your performance objectives and as may be assigned and communicated from time to time.


Minimum Requirements


Bachelor's degree in finance or related degree.
Progress towards CFA, ACCA or CPA.
At least 0.5-2 years' experience or internship in a similar role in the financial sector.
Report writing, Presentation and Analytical skills.
Proficiency in MS Office (Word, Excel, Powerpoint).
Integrity, professionalism, and willingness to learn.