Key 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 case 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 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, and client visits, and compile reports.
The Ideal Candidate: Academic, Professional & Experience:
For the above position, the successful applicant should have the following:
Bachelor's degree in commerce, finance, Actuarial Science, Statistics, or any other finance-related course
Professional certification such as CFA, CIFA, CPA, or ACCA, or progress towards any of these (with CIFA or CFA qualification or progress preferred).
A master's degree will be an added advantage
CISI Module 2 Finalist will be an added advantage
Competence in Financial Modelling
Minimum of 2 years' experience as a Research or Investment Analyst within an investment banking or investment management environment.
Should have ready-made models of their own
Experience in the pension industry & capital markets is desired