Job Ref. No: JLIL132
Role Purpose
The senior investment analyst will be responsible for research, investment analysis and provision of relevant information and recommendations on equity and fixed income investments. The role holder will also be required to be up to date with macro-economic trends, market developments as well as monitoring corporate actions of listed companies.
Main Responsibilities
Personal Effectiveness
Accountable for service delivery through own efforts.
Individually accountable for managing own time, tasks, and output quality
Making increased contributions by broadening individual skills
Collaborating effectively with others to achieve personal results
Accepting and living by the company values.
Investment Analysis
Researching, analyzing, and providing relevant information.
Analyzing the position of listed and unlisted companies within the investment universe.
Projecting short and long-term macroeconomic forecasts for factors such as GDP, inflation, and interest rates, as well as industry and company specific financial projections, with clearly identifiable performance drivers.
Investment Recommendation
Making recommendations regarding investment attractiveness of equities and fixed income securities
Transferring relatively complex information to diverse audiences.
Reporting & Relationship Management
Responsible for reporting to the management investment committee while incorporating economic and market overviews, portfolio valuation, performance, and strategy for the following quarter.
Preparing strategy papers, investment recommendations and reports to the Board, CEO, and Investment Committee.
Actively manage relationships with the fund manager and other market participants.
Annual review of the investment policy statements of the funds as well as development of investment policies for new products.
Key Competencies
Technical knowledge in Investment
Decision Making
Planning & Organizing
Analytical Skills
Ownership & Commitment
Highly Numerate
Qualifications
Bachelor’s degree in Finance/ Investments
CFA Qualification will be an added advantage.
Relevant Experience
Minimum of 3 years’ work experience in financial modelling and investment analysis
If you are qualified and seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com quoting the Job Reference Number and Position by 8 th May 2023.
Apply via :
Recruitment@jubileekenya.com
