Background

The new NCBA has harnessed the power of both NIC and CBA to create a bank that brings together the best of both worlds from cutting edge mobile banking to good old-fashioned relationship management; from scalable business banking to financial services that grow as your business does; from best-in-class choice of products to investment solutions tailored to your specific needs.

Job Purpose Statement

The role of the research analyst is to conduct fundamental and technical analysis of various asset classes and investment products using various available tools. Additionally, he/she will conduct primary macro-economic research especially as it relates to these asset classes and make recommendations to retail and institutional investors in order to support the investment decision-making process.

Key Accountabilities (Duties and Responsibilities)

Financial 60%

• Maintain a corporate action diary of quoted and unquoted companies.
• Build and maintain valuation models for listed and unlisted entities.
• Analyze financial information to produce forecasts of economic and industry conditions for use in making investment decisions.
• Undertake fundamental analysis on listed equities securities.
• Initiate and maintain fixed income analysis.
• Maintain ongoing engagement with senior management of listed entities to ensure reports are insightful and current.
• Conduct retail and institutional investor conference calls to discuss/market reports, as a result generate revenue.
• Ensure quality and product acceptability is maintained

Internal business processes 20%

• Ensure that all research carried out complies with all the relevant internal and external rules, regulations, policies and procedures
• Communicate all relevant and critical information to management in a timely and effective manner and in compliance with the company, NSE & CMA procedures.

Customer 15%

• Ensure that Customer Service Standards are complied with and met at all times.
• Ensure turnaround times for research reports are met.
• Ensure customer complaints are dealt with expeditiously and conclusively in the first instance.

Learning and growth 5%

• Takes responsibility for own training both formal and on the job
• Ensures compliance with the ICIFA annual training requirements
• Achieves at least 40 hours of training annually

Job Specifications

Academic & Professional

• Bachelor’s degree in Business, Finance, Economics, Mathematics or any other relevant degree from a recognized University.
• CISI II certification.
• ICIFA associate membership.
• Proficiency in MS Office applications.
• Knowledgeable in the use of Bloomberg.

Desired work experience:

• At least 2 years’ experience in the role of a research analyst in investment banking or asset management.
• Broad knowledge of the Financial Markets

• Maintain a corporate action diary of quoted and unquoted companies.
• Build and maintain valuation models for listed and unlisted entities.
• Analyze financial information to produce forecasts of economic and industry conditions for use in making investment decisions.
• Undertake fundamental analysis on listed equities securities.
• Initiate and maintain fixed income analysis.
• Maintain ongoing engagement with senior management of listed entities to ensure reports are insightful and current.
• Conduct retail and institutional investor conference calls to discuss/market reports, as a result generate revenue.
• Ensure quality and product acceptability is maintained
• Ensure that all research carried out complies with all the relevant internal and external rules, regulations, policies and procedures
• Communicate all relevant and critical information to management in a timely and effective manner and in compliance with the company, NSE & CMA procedures.
• Ensure that Customer Service Standards are complied with and met at all times.
• Ensure turnaround times for research reports are met.
• Ensure customer complaints are dealt with expeditiously and conclusively in the first instance.
• Takes responsibility for own training both formal and on the job
• Ensures compliance with the ICIFA annual training requirements
• Achieves at least 40 hours of training annually

• Proficiency in MS Office applications
• Knowledgeable in the use of Bloomberg
• Fundamental analysis
• Technical analysis
• Macro-economic research
• Valuation modeling
• Fixed income analysis
• Customer Service Standards
• Communication

• Bachelor’s degree in Business, Finance, Economics, Mathematics or any other relevant degree from a recognized University.
• CISI II certification.
• ICIFA associate membership.