Job Purpose:

Undertaking research across asset classes to inform investment decisions.

Key responsibilities:

• Create financial models to determine fundamental value of prospective listed and unlisted investment opportunities and recommend investment decisions.
• Conducting market research across industries and collect, tabulate and synthesize available market information to support research that will optimize the returns of client funds.
• Perform credit analysis of various debt security issuers and giving fixed income investment recommendations.
• Derive capital market expectations for various asset classes and present recommendations based on Macro Economic research at Investment Committee and Investment strategy meetings.
• Present and support proposed changes in investment targets at security selection meetings, based on intrinsic value derived from financial modelling.
• Support the fund management team in developing, launching and distributing new products and enhancing existing products.
• Prepare and present investment reports to internal and external clients.
• Support Britam Group Investment teams in the region through top-down investment research.

Knowledge, experience and qualifications required:

• Bachelor's degree in Commerce, Economics, Statistics or related field.
• At least 2 years’ experience in a similar position.
• Significant progress in a recognized professional investment certification such as CFA or ICIFA.

NB: All applicants are required to complete the application questionnaire in full. Responses provided will form part of the shortlisting criteria. Applications submitted without a completed questionnaire will not be considered.

• Create financial models to determine fundamental value of prospective listed and unlisted investment opportunities and recommend investment decisions.
• Conducting market research across industries and collect, tabulate and synthesize available market information to support research that will optimize the returns of client funds.
• Perform credit analysis of various debt security issuers and giving fixed income investment recommendations.
• Derive capital market expectations for various asset classes and present recommendations based on Macro Economic research at Investment Committee and Investment strategy meetings.
• Present and support proposed changes in investment targets at security selection meetings, based on intrinsic value derived from financial modelling.
• Support the fund management team in developing, launching and distributing new products and enhancing existing products.
• Prepare and present investment reports to internal and external clients.
• Support Britam Group Investment teams in the region through top-down investment research.

• Financial modeling
• Market research
• Credit analysis
• Macro Economic research
• Investment reporting

• Bachelor's degree in Commerce, Economics, Statistics or related field.
• Significant progress in a recognized professional investment certification such as CFA or ICIFA.