Senior Research Analyst
2025-05-15T11:27:21+00:00
Co-operative University of Kenya (CUK)
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https://www.greatkenyanjobs.com/jobs
FULL_TIME
Nairobi
Nairobi
00100
Kenya
Education, and Training
Accounting & Finance
2025-05-25T17:00:00+00:00
Kenya
8
Senior Research Analyst
Role Overview
The Senior Research Analyst will be responsible for undertaking thorough macro-economic analysis that forms the basis of asset allocation, as well as industry & security analysis with a view to coming up with objective recommendations. In addition, responsibility to supervise & mentor research analysts & interns attached to the firm.
Key Responsibilities
- Conduct comprehensive global and Kenyan macroeconomic analysis to guide asset allocation strategies.
- Analyze sectoral trends to identify outperforming industries across economic cycles.
- Perform detailed company analysis for equity investments, incorporating macroeconomic factors, industry trends, historical performance, risk assessments, projections, and valuations.
- Develop and present daily, weekly, and monthly analyst reports to the clients, covering economic trends, equity markets, and fixed income outlook.
- Advise the Investment Committee on fixed income opportunities, with recommendations based on creditworthiness, inflation trends, and interest rate risk.
- Monitor offshore markets and provide strategic insights.
- Contribute to the formulation of client investment strategies and quarterly reports.
- Conduct due diligence, including site visits to listed companies.
- Maintain up-to-date financial reports for all listed companies (5-year history).
- Build and manage valuation models for fixed income, equities, and alternative asset classes such as ETFS.
- Archive key Central Bank of Kenya publications and essential government documents (e.g., budget, economic survey, CPI).
- Maintain a database tracking global economic indicator—GDP, inflation, interest rates, and major market indices.
- Compile data on bond market activities, including yield curve trends.
- Collaborate with industry counterparts for data gathering purposes.
- Track stock performance data, including performance attribution.
- Maintain a corporate action diary and coordinate attendance at Investor briefings, AGMs and EGMs.
- Design templates and frameworks for client quarterly investment reports.
- Lead the preparation of research sections in response to RFPs.
- Coordinate the production of Kingdom Securities’ Daily, Weekly, Quarterly Economic & Market Report.
- Draft press releases and organize media briefings on investment and economic matters.
- Manage team schedules and ensure optimal use of analysts’ time.
- Uphold strict client confidentiality and serve as a liaison between analysts and external stakeholders.
- Maintain an organized filing system for team research and publications.
- Conduct quarterly appraisals and mentor junior research staff.
Qualifications & Experience
- Bachelor’s degree in Finance, Economics, Business, or a related field.
- CFA (or progress toward CFA) ICIFA, or equivalent professional qualifications.
- Minimum of 5 years’ experience in research within banking, finance, or investment environments.
- Proficiency in MS Word, Excel (including macros), and PowerPoint; ability to create financial models, charts, and data visualizations.
- Familiarity with database modeling and capacity to adapt to in-house systems and non-Windows platforms.
- Strong grasp of financial statements and accounting ratios, with solid modeling and analytical capabilities.
- Demonstrated interest in capital markets and investment research.
- Strong academic track record and proven numerical and analytical aptitude.
- Excellent written and verbal communication skills in English.
- Confident presentation and interview skills; ability to engage effectively at all levels.
- Demonstrated capacity for independent, objective thinking.
Conduct comprehensive global and Kenyan macroeconomic analysis to guide asset allocation strategies. Analyze sectoral trends to identify outperforming industries across economic cycles. Perform detailed company analysis for equity investments, incorporating macroeconomic factors, industry trends, historical performance, risk assessments, projections, and valuations. Develop and present daily, weekly, and monthly analyst reports to the clients, covering economic trends, equity markets, and fixed income outlook. Advise the Investment Committee on fixed income opportunities, with recommendations based on creditworthiness, inflation trends, and interest rate risk. Monitor offshore markets and provide strategic insights. Contribute to the formulation of client investment strategies and quarterly reports. Conduct due diligence, including site visits to listed companies. Maintain up-to-date financial reports for all listed companies (5-year history). Build and manage valuation models for fixed income, equities, and alternative asset classes such as ETFS. Archive key Central Bank of Kenya publications and essential government documents (e.g., budget, economic survey, CPI). Maintain a database tracking global economic indicator—GDP, inflation, interest rates, and major market indices. Compile data on bond market activities, including yield curve trends. Collaborate with industry counterparts for data gathering purposes. Track stock performance data, including performance attribution. Maintain a corporate action diary and coordinate attendance at Investor briefings, AGMs and EGMs. Design templates and frameworks for client quarterly investment reports. Lead the preparation of research sections in response to RFPs. Coordinate the production of Kingdom Securities’ Daily, Weekly, Quarterly Economic & Market Report. Draft press releases and organize media briefings on investment and economic matters. Manage team schedules and ensure optimal use of analysts’ time. Uphold strict client confidentiality and serve as a liaison between analysts and external stakeholders. Maintain an organized filing system for team research and publications. Conduct quarterly appraisals and mentor junior research staff.
Bachelor’s degree in Finance, Economics, Business, or a related field. CFA (or progress toward CFA) ICIFA, or equivalent professional qualifications. Minimum of 5 years’ experience in research within banking, finance, or investment environments. Proficiency in MS Word, Excel (including macros), and PowerPoint; ability to create financial models, charts, and data visualizations. Familiarity with database modeling and capacity to adapt to in-house systems and non-Windows platforms. Strong grasp of financial statements and accounting ratios, with solid modeling and analytical capabilities. Demonstrated interest in capital markets and investment research. Strong academic track record and proven numerical and analytical aptitude. Excellent written and verbal communication skills in English. Confident presentation and interview skills; ability to engage effectively at all levels. Demonstrated capacity for independent, objective thinking.
JOB-6825cf9968112
Vacancy title:
Senior Research Analyst
[Type: FULL_TIME, Industry: Education, and Training, Category: Accounting & Finance]
Jobs at:
Co-operative University of Kenya (CUK)
Deadline of this Job:
Sunday, May 25 2025
Duty Station:
Nairobi | Nairobi | Kenya
Summary
Date Posted: Thursday, May 15 2025, Base Salary: Not Disclosed
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JOB DETAILS:
Senior Research Analyst
Role Overview
The Senior Research Analyst will be responsible for undertaking thorough macro-economic analysis that forms the basis of asset allocation, as well as industry & security analysis with a view to coming up with objective recommendations. In addition, responsibility to supervise & mentor research analysts & interns attached to the firm.
Key Responsibilities
- Conduct comprehensive global and Kenyan macroeconomic analysis to guide asset allocation strategies.
- Analyze sectoral trends to identify outperforming industries across economic cycles.
- Perform detailed company analysis for equity investments, incorporating macroeconomic factors, industry trends, historical performance, risk assessments, projections, and valuations.
- Develop and present daily, weekly, and monthly analyst reports to the clients, covering economic trends, equity markets, and fixed income outlook.
- Advise the Investment Committee on fixed income opportunities, with recommendations based on creditworthiness, inflation trends, and interest rate risk.
- Monitor offshore markets and provide strategic insights.
- Contribute to the formulation of client investment strategies and quarterly reports.
- Conduct due diligence, including site visits to listed companies.
- Maintain up-to-date financial reports for all listed companies (5-year history).
- Build and manage valuation models for fixed income, equities, and alternative asset classes such as ETFS.
- Archive key Central Bank of Kenya publications and essential government documents (e.g., budget, economic survey, CPI).
- Maintain a database tracking global economic indicator—GDP, inflation, interest rates, and major market indices.
- Compile data on bond market activities, including yield curve trends.
- Collaborate with industry counterparts for data gathering purposes.
- Track stock performance data, including performance attribution.
- Maintain a corporate action diary and coordinate attendance at Investor briefings, AGMs and EGMs.
- Design templates and frameworks for client quarterly investment reports.
- Lead the preparation of research sections in response to RFPs.
- Coordinate the production of Kingdom Securities’ Daily, Weekly, Quarterly Economic & Market Report.
- Draft press releases and organize media briefings on investment and economic matters.
- Manage team schedules and ensure optimal use of analysts’ time.
- Uphold strict client confidentiality and serve as a liaison between analysts and external stakeholders.
- Maintain an organized filing system for team research and publications.
- Conduct quarterly appraisals and mentor junior research staff.
Qualifications & Experience
- Bachelor’s degree in Finance, Economics, Business, or a related field.
- CFA (or progress toward CFA) ICIFA, or equivalent professional qualifications.
- Minimum of 5 years’ experience in research within banking, finance, or investment environments.
- Proficiency in MS Word, Excel (including macros), and PowerPoint; ability to create financial models, charts, and data visualizations.
- Familiarity with database modeling and capacity to adapt to in-house systems and non-Windows platforms.
- Strong grasp of financial statements and accounting ratios, with solid modeling and analytical capabilities.
- Demonstrated interest in capital markets and investment research.
- Strong academic track record and proven numerical and analytical aptitude.
- Excellent written and verbal communication skills in English.
- Confident presentation and interview skills; ability to engage effectively at all levels.
- Demonstrated capacity for independent, objective thinking.
Work Hours: 8
Experience in Months: 60
Level of Education: bachelor degree
Job application procedure
Interested and qualified? Go to Co-operative Bank of Kenya on www.co-opbank.co.ke to apply
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