Apollo Group (Apollo Investments Limited)was an idea born from the need to harness synergies across the insurance business. Built on commitment, integrity and innovation, it has risen to be one of the leading financial groups in East Africa. Apollo Investments Limited (AIL) includes APA Insurance (Kenya and Uganda). It underwrites General Insurance risks such as Fire, Marine, Aviation, Personal Accident, Motor, Liability, Agriculture, Property, and Micro Insurance. We also underwrite Health Insurance i.e. Corporate, Individual & Family Health Insurance. APA Life Assurance is one of the leading insurance companies in Kenya providing Life Insurance and Pension benefits.It has been recognised as The Best Insurance Company in Claims Settlement (Life Business). Our Individual products, APA Elimu,Pumzisha, Imarika and HosiCare aim to protect generations as well as help people from all walks of life to meet common needs. Apollo Asset Management which is an investment and wealth management firm licensed by the Retirement Benefits Authority (RBA) and the Capital Markets Authority (CMA) to conduct fund management and investment advisory services. Gordon Court (Apollo Conference Centre) is the premier event hosting location for both business and private functions in the city. From business conferences to private occasions, Apollo Conference Centre provides the ultimate meeting place. Established in 1977 as one of the first locally owned insurance companies, Apollo has achieved impressive growth over the years thanks to commitment to service and confidence of policyholders and a sound management policy. APA Apollo has been at the fore front of Innovations and taking bold and daring steps in the Insurance and Financial service sectors.KEY PRIMARY RESPONSIBILITIES Research & Market Intelligence Monitor macroeconomic trends, market developments, and corporate actions of listed and unlisted companies across the investment universe. Forecast short- and long-term macroeconomic indicators (GDP, inflation, interest rates, exchange rates), industry dynamics, and company-specific financial metrics with clearly articulated performance drivers. Gather and synthesise market intelligence from primary and secondary sources to support client fund management decisions. Review earnings releases, financial statements, and regulatory disclosures; attend analyst briefings and company management meetings. Financial Modelling & Valuation Build, maintain, and stress-test detailed valuation models (DCF, DDM, relative valuation, credit models) for equity and fixed-income instruments. Assess the sensitivity of valuations to changes in key assumptions and macro drivers; communicate findings clearly to the Portfolio Manager and Investment Committee. Conduct credit risk assessments for fixed-income instruments, including analysis of issuer financials, covenant structures, and default risk. Investment Recommendations & Portfolio Support Produce well-reasoned investment recommendations across equities, fixed income, private equity, offshore, and alternative asset classes for presentation to the Investment Committee. Contribute to asset allocation strategy by developing model portfolio recommendations aligned with client mandates and risk parameters. Monitor existing portfolio holdings and flag material developments that may necessitate position review. Stakeholder Engagement & Reporting Develop and maintain professional relationships with stockbrokers, sell-side analysts, company management teams, and other market participants. Prepare and present research reports, investment notes, and client-facing materials to a high standard of clarity and accuracy. Support periodic client reporting on fund performance, attribution, and market commentary. Provide fund administration support on an ad-hoc basis and perform any other duties as assigned. KEY PERFORMANCE INDICATORS Quality, depth, and timeliness of investment research and models. Track record of investment recommendations presented to the Investment Committee. Accuracy of financial forecasts versus actual outturns. Contribution to portfolio performance relative to benchmark. Stakeholder feedback from Portfolio Manager and Investment Committee. ACADEMIC QUALIFICATIONS Bachelor’s degree in finance, Economics, Investment Analysis, Actuarial Science, or Commerce (with a finance focus). A master’s degree (MBA or MSc Finance) will be an added advantage. JOB SKILLS AND REQUIREMENTS Technical Skills Advanced proficiency in financial modelling and valuation (DCF, comparables, fixed-income analytics). Strong command of Excel; experience with Bloomberg, Reuters, or similar financial data platforms is advantageous. Familiarity with portfolio management and performance attribution systems. Sound knowledge of East African and broader African capital markets, regulatory environment, and macroeconomic dynamics. Behavioural Competencies Analytical rigour: ability to process complex, multi-source information and distil it into clear, evidence-based conclusions. Communication: strong written and verbal skills; able to present investment ideas persuasively to technical and non-technical audiences. Intellectual curiosity: proactive in keeping abreast of market developments, emerging industries, and new analytical techniques. Integrity and ethics: high personal standards and strict adherence to regulatory requirements and company policies. Collaboration: team-oriented, yet capable of working independently and managing multiple priorities under time pressure. Attention to detail: meticulous in model-building, report preparation, and data validation. PROFESSIONAL QUALIFICATIONS Progress toward or completion of the CFA designation is strongly preferred. CISI, ACI, or other relevant capital markets certifications are an added advantage. EXPERIENCE Minimum 2 years; relevant experience in investment research, buy-side or sell-side analysis, portfolio management support, or a closely related financial services role. Demonstrated experience building financial models and producing written investment research. Exposure to East African capital markets will be a significant advantage.