Responsibilities

• Conducting fundamental company & investment opportunity research and analysis, in Real Estate, Private Equity, Structured Products, Equities & Fixed Income
• Financial modelling and data analysis
• Analysing historical and projected financial statements & investment data
• Authoring original investments research
• Preparing written reports and verbal presentations
• Conducting country, industry and capital markets research
• Participating in the evaluation, formulation and implementation of investment strategies
• Contributing in investment meetings and review sessions
• Conduct industry and customer analyses on behalf of the Investment and business development teams
• Work with clients to develop a financial plan as the basis of providing sound financial advice
• Prepare the relevant presentations for events
• Comply with all corporate policies and procedures
• Thought leadership and article writing.
• Any other duties as may be prescribed from time to time

Qualifications and Requirements

• The ideal candidate should have a minimum Bachelor’s Degree, Upper Second Class Honours or equivalent
• Minimum of a B+ in KCSE or equivalent
• Sufficient progress towards professional qualifications in finance/investments e.g. CIFA/CFA or be a registered student and actively pursuing the CFA, CIFA, CPA or CAIA qualifications
• Excellent analytical skills and quantitative ability
• Ability to handle multiple tasks simultaneously, with great accuracy, organization, attention to detail and follow-through
• Ability to carry out assigned projects to completion with minimal directions
• Ability to synthesize information from multiple sources and distill the most important takeaways to guide next steps

• Conducting fundamental company & investment opportunity research and analysis, in Real Estate, Private Equity, Structured Products, Equities & Fixed Income
• Financial modelling and data analysis
• Analysing historical and projected financial statements & investment data
• Authoring original investments research
• Preparing written reports and verbal presentations
• Conducting country, industry and capital markets research
• Participating in the evaluation, formulation and implementation of investment strategies
• Contributing in investment meetings and review sessions
• Conduct industry and customer analyses on behalf of the Investment and business development teams
• Work with clients to develop a financial plan as the basis of providing sound financial advice
• Prepare the relevant presentations for events
• Comply with all corporate policies and procedures
• Thought leadership and article writing.
• Any other duties as may be prescribed from time to time

• Excellent analytical skills
• Quantitative ability
• Ability to handle multiple tasks simultaneously
• Great accuracy
• Organization
• Attention to detail
• Follow-through
• Ability to carry out assigned projects to completion with minimal directions
• Ability to synthesize information from multiple sources and distill the most important takeaways to guide next steps

• Minimum Bachelor’s Degree, Upper Second Class Honours or equivalent
• Minimum of a B+ in KCSE or equivalent
• Sufficient progress towards professional qualifications in finance/investments e.g. CIFA/CFA or be a registered student and actively pursuing the CFA, CIFA, CPA or CAIA qualifications