Background

Rock Investment Bank is a CMA-licensed, Pan-African investment bank headquartered in Nairobi. We bring global financial discipline to local market realities structuring solutions that drive capital formation, accelerate institutional growth, and build lasting wealth across the continent. From a single advisory mandate to a full capital markets transactio...

Responsibilities

Deal Origination & Business Development

The Associate supports the origination, analysis, structuring and execution of transactions across Public-Private Partnerships (PPP), corporate finance (non-PPP), pension fund advisory and general investment banking mandates. The role is execution-focused and suited to a professional with strong analytical capability, financial modelling skills and the ability to support multiple live engagements while working closely with senior team members on deal delivery.

• Support sector research, market mapping and opportunity screening across infrastructure, financial services, real estate and other sectors.
• Assist in preparation of pitch books, proposals and client presentation materials.
• Support maintenance of pipeline trackers, opportunity updates and internal origination reports.
• Contribute to preparation of market insights and client-specific analysis to support business development efforts.

Transaction Structuring & Execution

• Build and update financial models, valuation analyses and scenario assessments across corporate finance, infrastructure and advisory mandates.
• Support development of transaction structures, including debt, equity and blended finance solutions.
• Prepare financial analysis, investment memoranda, information packs, presentations and other transaction documents.
• Support due diligence processes by coordinating information requests, reviewing data rooms and analysing financial, operational and regulatory information.
• Assist senior team members in transaction workstreams through to key approval and execution stages.

PPP and Infrastructure Advisory

• Support feasibility studies, financial analysis and project preparation assignments.
• Assist in development of financial models for infrastructure and project finance transactions.
• Support procurement-related analysis, bid evaluation and financial assessments where required.
• Assist in stakeholder coordination across public sector entities, investors, lenders and development partners.

Pension Fund and Institutional Advisory

• Support analysis for pension fund and institutional investment mandates.
• Assist with asset allocation reviews, investment evaluations and portfolio modelling.
• Contribute to preparation of investment committee materials, research notes and advisory reports.
• Support evaluation of alternative investment opportunities including infrastructure, private equity and real estate.

Client and Stakeholder Support

• Participate in client meetings, workshops and internal deal discussions.
• Prepare meeting materials, minutes, action trackers and follow-up analysis.
• Build effective working relationships with clients, advisors and internal teams during
• Deliver high-quality outputs in line with firm standards and timelines.
• Work collaboratively with analysts, associates and senior bankers across multiple mandates.
• Demonstrate accountability, attention to detail and willingness to learn in a fast-paced environment.

Thought Leadership & Strategic Insights

• Prepare sector briefs, white papers, position notes and thought leadership publications on infrastructure, energy, public-private collaboration and investment trends.
• Translate complex market developments into clear, actionable insights for internal teams, clients and broader market audiences.
• Represent the Bank through investment commentary, industry forums, client engagements and media interactions, as appropriate.
• Collaborate with PR and marketing team to shape content strategy, ensuring alignment between technical depth, accessibility and brand positioning.

Qualifications & Experience

Required Qualifications & Experience:

• Bachelor’s degree in Finance, Accounting, Economics, or a related field; professional certifications (CFA, CIFA, FMVA) are an advantage.
• 5– 6 years’ progressive experience in investment banking, corporate finance, transaction advisory, or public sector consulting.
• Demonstrated ability to structure, analyze and execute investment transactions across private and/or public sectors.
• Excellent financial modeling, valuation and negotiation skills.
• Experience dealing with private equity funds, corporates, financial institutions, ministries, regulators, DFIs or government-linked entities.
• Proven ability to build and review complex financial models and valuations.
• Strong report writing, analytical and negotiation skills.

• Support the origination, analysis, structuring and execution of transactions across Public-Private Partnerships (PPP), corporate finance (non-PPP), pension fund advisory and general investment banking mandates.
• Support sector research, market mapping and opportunity screening across infrastructure, financial services, real estate and other sectors.
• Assist in preparation of pitch books, proposals and client presentation materials.
• Support maintenance of pipeline trackers, opportunity updates and internal origination reports.
• Contribute to preparation of market insights and client-specific analysis to support business development efforts.
• Build and update financial models, valuation analyses and scenario assessments across corporate finance, infrastructure and advisory mandates.
• Support development of transaction structures, including debt, equity and blended finance solutions.
• Prepare financial analysis, investment memoranda, information packs, presentations and other transaction documents.
• Support due diligence processes by coordinating information requests, reviewing data rooms and analysing financial, operational and regulatory information.
• Assist senior team members in transaction workstreams through to key approval and execution stages.
• Support feasibility studies, financial analysis and project preparation assignments.
• Assist in development of financial models for infrastructure and project finance transactions.
• Support procurement-related analysis, bid evaluation and financial assessments where required.
• Assist in stakeholder coordination across public sector entities, investors, lenders and development partners.
• Support analysis for pension fund and institutional investment mandates.
• Assist with asset allocation reviews, investment evaluations and portfolio modelling.
• Contribute to preparation of investment committee materials, research notes and advisory reports.
• Support evaluation of alternative investment opportunities including infrastructure, private equity and real estate.
• Participate in client meetings, workshops and internal deal discussions.
• Prepare meeting materials, minutes, action trackers and follow-up analysis.
• Build effective working relationships with clients, advisors and internal teams during
• Deliver high-quality outputs in line with firm standards and timelines.
• Work collaboratively with analysts, associates and senior bankers across multiple mandates.
• Demonstrate accountability, attention to detail and willingness to learn in a fast-paced environment.
• Prepare sector briefs, white papers, position notes and thought leadership publications on infrastructure, energy, public-private collaboration and investment trends.
• Translate complex market developments into clear, actionable insights for internal teams, clients and broader market audiences.
• Represent the Bank through investment commentary, industry forums, client engagements and media interactions, as appropriate.
• Collaborate with PR and marketing team to shape content strategy, ensuring alignment between technical depth, accessibility and brand positioning.

• Strong analytical capability
• Financial modelling skills
• Ability to support multiple live engagements
• Market mapping
• Opportunity screening
• Preparation of pitch books, proposals and client presentation materials
• Pipeline tracking
• Opportunity updates
• Internal origination reports
• Market insights
• Client-specific analysis
• Financial modelling
• Valuation analyses
• Scenario assessments
• Transaction structuring
• Debt, equity and blended finance solutions
• Financial analysis
• Investment memoranda preparation
• Information packs preparation
• Presentation preparation
• Due diligence support
• Coordination of information requests
• Reviewing data rooms
• Financial, operational and regulatory information analysis
• Feasibility studies support
• Project preparation assignments support
• Procurement-related analysis support
• Bid evaluation support
• Financial assessments support
• Stakeholder coordination
• Pension fund and institutional investment mandate analysis
• Asset allocation reviews
• Investment evaluations
• Portfolio modelling
• Investment committee materials preparation
• Research notes preparation
• Advisory reports preparation
• Alternative investment opportunities evaluation
• Client meeting participation
• Workshop participation
• Internal deal discussion participation
• Meeting materials preparation
• Minutes preparation
• Action trackers preparation
• Follow-up analysis preparation
• Building effective working relationships
• Delivering high-quality outputs
• Collaborative work
• Accountability
• Attention to detail
• Willingness to learn
• Sector briefs preparation
• White papers preparation
• Position notes preparation
• Thought leadership publications preparation
• Investment commentary
• Industry forum representation
• Client engagement representation
• Media interaction representation
• Content strategy shaping
• Excellent financial modeling skills
• Excellent valuation skills
• Excellent negotiation skills
• Strong report writing skills
• Strong analytical skills

• Bachelor’s degree in Finance, Accounting, Economics, or a related field
• Professional certifications (CFA, CIFA, FMVA) are an advantage
• Demonstrated ability to structure, analyze and execute investment transactions across private and/or public sectors
• Experience dealing with private equity funds, corporates, financial institutions, ministries, regulators, DFIs or government-linked entities