Main Duties & Responsibilities.

• Gather and collate financial and qualitative data on all stocks listed at the NSE
• Develop financial models, conduct independent business valuations and maintain and update the company’s research library
• Gather and evaluate macro-economic data and business trends
• Using economic variables,create an asset allocation strategy and House View guidance for adoption by the investment committee
• Develop reports on investment analysis to facilitate the investment decision process during investment committee meetings
• Assist in compiling the client investment reports in liaison with the Portfolio Managers
• Conduct portfolio analysis to make recommendations regarding asset allocation
• Conduct client presentations on specific investment options
• Conduct market research for KCB AM looking at country, industry macro, micro- economic trends
• Source for suitable investments (listed or unlisted) and present the evaluation and opinion to the investment committee
• Create and update banking models and conduct due diligence visits to define investment cases for each bank
• Create, update models and conduct periodic due diligence visits
• Call for Investment Committee meetings and take minutes of the deliberations
• Make presentations to the Investment committee covering macro/micro economic trends,equity and fixed income market performance investment recommendations to support the committee’s decision making process
• Prepare an economic commentary (weekly summarized and quarterly detailed) to be distributed to all clients
• Organize and conduct management meetings with potential investee companies
• Attend investor analyst briefings, company, client visit and compile reports

Academic & Professional Qualification

• Bachelor’s degree Commerce Finance Option/ Actuarial Science, Statistics, or any other Finance related course.
• MBA or Msc in Finance
• ICIFA practicing member
• Passed CISI certification program stage one
• CFA level 1 pursuing
• Competence in Financial Modelling
• At least five years in a busy Investment Management or insurance firm
• On hand experience in research
• Should have readymade models of their own
• Experience in the pension industry
• Experience in capital markets