Vacancy title:
Senior Investment Analyst

[Type: FULL_TIME, Industry: Insurance, Category: Accounting & Finance]

Jobs at:
Jubilee Insurance

Deadline of this Job:
Tuesday, October 21 2025

Duty Station:
Nairobi | Nairobi | Kenya

Summary
Date Posted: Wednesday, October 15 2025, Base Salary: Not Disclosed

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JOB DETAILS:

Role Purpose

The Senior Investment Analyst will play a critical role in driving strategic investment decisions that maximize financial performance and align with the organization’s long-term objectives. This position requires expertise in dealership, research analysis, and pricing, contributing to informed decisionmaking and sustainable growth. They will collaborate with cross-functional teams, delivering data-driven insights and strategic recommendations while fostering a positive people and culture environment. The role also involves maintaining high standards of corporate governance and ensuring compliance with regulatory requirements.

Key Responsibilities
Strategy:

• Conduct comprehensive market research and analysis to identify potential investment opportunities and trends in the Kenyan market.
• Develop and implement investment strategies to optimize portfolio performance, taking into account risk tolerance, market conditions, and client objectives.
• Collaborate with the investment team to identify and evaluate new investment products and asset classes that align with the company's overall investment strategy.
• Monitor and evaluate the performance of existing investment portfolios, making recommendations for adjustments and enhancements as needed.

Operational:

• Perform in-depth financial analysis of investment opportunities, including financial statement analysis, valuation modelling, and risk assessment.
• Conduct due diligence on potential investments, including reviewing legal documents, conducting background checks, and assessing investment risks.
• Prepare investment reports and presentations for internal stakeholders, providing insights and recommendations based on thorough analysis and research.
• Collaborate with portfolio managers, traders, and other internal teams to ensure efficient execution of investment strategies and seamless portfolio management.

 Corporate Governance(Regulatory and Compliance)

• Ensure compliance with regulatory requirements, including reporting standards, investment guidelines, and industry best practices.
• Stay updated on relevant laws, regulations, and market developments affecting the asset management industry in Kenya.
• Monitor and manage regulatory filings, reporting deadlines, and compliance documentation.
• Conduct regular internal audits to assess compliance with policies and procedures and implement corrective measures when necessary.

People and Culture:

• Foster a culture of excellence, collaboration, and innovation within the asset management team.
• Provide mentorship and guidance to junior analysts, supporting their professional development and enhancing their analytical skills.
• Collaborate with other departments to promote cross-functional collaboration and knowledge sharing.
• Act as a subject matter expert, representing the company in industry conferences, seminars, and client meetings.

Key Competencies and Skills:

• Strong knowledge of financial markets, investment analysis techniques, and asset allocation strategies.
• Proficient in financial modelling, valuation methods, and investment research tools.
• Familiarity with Kenyan regulatory frameworks and compliance requirements for the asset management industry.
• Analytical mindset with strong attention to detail and ability to draw meaningful insights from complex data.
• Excellent problem-solving and critical thinking skills, with the ability to make informed investment decisions.
• Strong communication and presentation skills, with the ability to effectively convey investment recommendations to both internal and external stakeholders.
• Proactive and self-motivated, with the ability to work independently and prioritize tasks effectively.
• Strong leadership skills, with the ability to motivate and mentor a team of analysts.

Academic Qualifications and Relevant Experience

• Bachelor’s degree in Finance, Economics, or a related field.
• Master’s degree in Finance or a relevant discipline (preferred).
• Professional certifications such as CFA (Chartered Financial Analyst) or CPA (Certified Public Accountant) will be an added advantage.
• Proven experience in investment analysis, asset management, or a related field, preferably in the Kenyan market

Work Hours: 8

Experience in Months: 60

Level of Education: bachelor degree

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