Background information about the job or company (e.g., role context, company overview)

Fanisi is a HR consulting and management company that guides enterprises in setting up management and development of their workforce. We support Small and Medium Enterprises to excel in improving the people component of their businesses and organizations by building human capital through developing employee related policies and practices, staff training and...

Responsibilities or duties

Investment Analysis & Execution

• Support origination, due diligence, execution, and monitoring of investments aligned with Kua Ventures’ strategy
• Conduct screening calls, desktop reviews, site visits, and in-person meetings with potential investees
• Lead financial and operational analysis, including financial modelling, valuations, and return assessments
• Prepare Screening Memos and Investment Memos for Investment Committee review
• Support the structuring of debt transactions in collaboration with the Investment Associate

Portfolio Monitoring & Reporting

• Maintain accurate investment documentation and data across internal systems
• Engage portfolio companies to ensure the timely submission of quarterly reports
• Monitor portfolio performance against financial and impact metrics
• Prepare periodic internal performance and impact reports

Collaboration & Engagement

• Contribute to founder due diligence (leadership, values alignment, and coachability)
• Attend origination events and external stakeholder engagements as required
• Collaborate closely with the Investment Associate and actively contribute to team discussions
• Perform additional duties as assigned

Qualifications or requirements (e.g., education, skills)

Required Specifications:

• Bachelor’s degree in Accounting, Finance, Business, Economics, or a related field
• Strong financial modelling skills (Excel / Google Sheets), including building models from scratch
• Proficiency in Google Workspace and cloud-based productivity tools
• Valid authorization to work in Kenya

Experience needed

• 3–5 years’ experience in investment analysis, corporate finance, consulting, SME lending, impact investing, or similar analytical roles
• Proven ability to assess businesses, identify risks, and evaluate growth potential
• Experience engaging directly with business owners or clients in advisory or evaluation contexts
• Strong organizational skills and ability to manage multiple priorities

Any other provided details (e.g., benefits, work environment, team info, or additional notes)

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• Support origination, due diligence, execution, and monitoring of investments aligned with Kua Ventures’ strategy
• Conduct screening calls, desktop reviews, site visits, and in-person meetings with potential investees
• Lead financial and operational analysis, including financial modelling, valuations, and return assessments
• Prepare Screening Memos and Investment Memos for Investment Committee review
• Support the structuring of debt transactions in collaboration with the Investment Associate
• Maintain accurate investment documentation and data across internal systems
• Engage portfolio companies to ensure the timely submission of quarterly reports
• Monitor portfolio performance against financial and impact metrics
• Prepare periodic internal performance and impact reports
• Contribute to founder due diligence (leadership, values alignment, and coachability)
• Attend origination events and external stakeholder engagements as required
• Collaborate closely with the Investment Associate and actively contribute to team discussions
• Perform additional duties as assigned

• Strong financial modelling skills (Excel / Google Sheets), including building models from scratch
• Proven ability to assess businesses, identify risks, and evaluate growth potential
• Experience engaging directly with business owners or clients in advisory or evaluation contexts
• Proficiency in Google Workspace and cloud-based productivity tools
• Strong organizational skills and ability to manage multiple priorities

• Bachelor’s degree in Accounting, Finance, Business, Economics, or a related field