ABOUT THE ROLE

Achieving Zamara’s ambitious strategic priorities will be complex and challenging. Its continued success will be dependent on building and retaining a world-class team.

We are looking for an Investment Analyst to join our actuarial consulting team.

This is a high-impact role at the core of Zamara's Asset Consulting practice. You will take ownership of investment analysis and reporting for a portfolio of pension fund clients — including one of Kenya's largest institutional mandates — contribute to client meetings and trustee engagements and play a meaningful role in the team's ESG consulting work.

We are open to candidates from investment consulting, fund management, actuarial consulting, or institutional banking. What matters most is strong analytical ability, a high standard of work, and the drive to build a career in investment consulting. If you have not worked directly in pension consulting before, you will be supported to get up to speed — but you will need to hit the ground running on the analytical fundamentals.

KEY RESPONSIBILITIES

Investment Analysis & Client Reporting

• Own the preparation and quality of quarterly and monthly investment reports for a portfolio of pension fund clients, including transaction-level analysis and performance attribution
• Conduct detailed asset allocation reviews, manager performance assessments, and investment risk analysis
• Review and provide written commentary on alternative investment opportunities presented to pension funds
• Prepare Investment Policy Statements (IPS) in line with RBA guidelines and client-specific investment objectives
• Develop market updates, thematic investment notes, and capacity-building materials for client internal teams

Client Engagement

• Attend Investment Committee and Board of Trustee meetings — presenting analysis clearly and confidently to trustees and senior executives
• Build professional relationships with client contacts, fund managers, and scheme administrators
• Lead meeting preparation including board packs, agendas, and pre-meeting briefings
• Manage ad hoc client requests efficiently and proactively

ESG & Thematic Work

• Contribute to the firm's current ESG mandate — preparation of deliverables, attendance at project meetings, and development of ESG-related frameworks
• Build internal expertise in responsible investment and sustainable finance as applied to African institutional investors
• Support business development efforts for future ESG and thematic consulting mandates

Team Contribution

• Review and provide feedback on work produced by junior analysts
• Contribute to quarterly industry reports and thought leadership publications
• Champion AI tool adoption and efficient workflows within the team

EXPERIENCE AND QUALIFICATIONS

The ideal candidate will have:

• Bachelor's degree in finance, Economics, Actuarial Science, Mathematics, or a related field
• 3–4 years of experience in one or more of: investment consulting, fund/asset management, actuarial consulting, institutional banking, or pension fund management
• CFA Level I or above strongly preferred — or equivalent progress in CAIA, ICIFA
• Demonstrated ability to produce high-quality investment analysis and written commentary
• Experience presenting or communicating investment information to clients, boards, or senior stakeholders is an advantage
• Knowledge of the Kenyan pension regulatory environment (RBA framework, IPS, asset class guidelines) is a strong advantage — but not a prerequisite for the right candidate
• Advanced Excel and PowerPoint skills; familiarity with data tools or AI productivity platforms is a plus

COMPETENCIES

• Strong analytical rigor — you can interpret data, spot what matters, and turn it into clear insight
• High attention to detail — you hold yourself to a high standard and take ownership of the quality of your work
• Confident communicator — comfortable discussing investment matters with trustees, executives, and fund managers
• Client-oriented — you anticipate needs, respond promptly, and take pride in the quality of client interactions
• Organized under pressure — able to manage multiple concurrent deliverables during busy reporting periods
• Intellectually curious — you keep up with markets, regulation, and global investment trends and connect them to the Kenyan context
• Ambition — you want to grow into a consulting manager role and are willing to put in the work to get there

• Own the preparation and quality of quarterly and monthly investment reports for a portfolio of pension fund clients, including transaction-level analysis and performance attribution
• Conduct detailed asset allocation reviews, manager performance assessments, and investment risk analysis
• Review and provide written commentary on alternative investment opportunities presented to pension funds
• Prepare Investment Policy Statements (IPS) in line with RBA guidelines and client-specific investment objectives
• Develop market updates, thematic investment notes, and capacity-building materials for client internal teams
• Attend Investment Committee and Board of Trustee meetings — presenting analysis clearly and confidently to trustees and senior executives
• Build professional relationships with client contacts, fund managers, and scheme administrators
• Lead meeting preparation including board packs, agendas, and pre-meeting briefings
• Manage ad hoc client requests efficiently and proactively
• Contribute to the firm's current ESG mandate — preparation of deliverables, attendance at project meetings, and development of ESG-related frameworks
• Build internal expertise in responsible investment and sustainable finance as applied to African institutional investors
• Support business development efforts for future ESG and thematic consulting mandates
• Review and provide feedback on work produced by junior analysts
• Contribute to quarterly industry reports and thought leadership publications
• Champion AI tool adoption and efficient workflows within the team

• Strong analytical rigor
• High attention to detail
• Confident communicator
• Client-oriented
• Organized under pressure
• Intellectually curious
• Ambition
• Advanced Excel and PowerPoint skills
• Familiarity with data tools or AI productivity platforms is a plus

• Bachelor's degree in finance, Economics, Actuarial Science, Mathematics, or a related field
• CFA Level I or above strongly preferred — or equivalent progress in CAIA, ICIFA
• Knowledge of the Kenyan pension regulatory environment (RBA framework, IPS, asset class guidelines) is a strong advantage