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.

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.

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.