Portfolio Analysis and Reporting
Assist in evaluating investment portfolios by analyzing performance, risks, and alignment with clients’ financial goals.
Prepare regular performance reports, presentations, and summaries for trust accounts.
Conduct quantitative analysis to support investment decisions and identify investment opportunities.
Market Research and Data Analysis
Conduct research on financial markets, economic trends, and specific industries to provide insights on potential investments.
Analyze macroeconomic indicators, sectoral trends, and company-specific data to support investment strategy decisions.
Track relevant news, trends, and changes in regulations that may impact the investment portfolios.
Financial Modeling
Support the development and maintenance of financial models to forecast investment returns and simulate portfolio scenarios.
Utilize financial software and tools for valuation, risk assessment, and portfolio analysis.
Client Relationship Support
Assist in preparing materials for client meetings, including presentations and reports as well as attending of client meetings.
Respond to client queries under supervision, providing basic insights on portfolio performance and market conditions.
Responding to client inquiries as and when needed/ instructed.
Compliance and Documentation
Ensure all investment activities comply with relevant regulations, company policies, and fiduciary standards.
Maintain accurate and up-to-date records of all analyses, transactions, and client communications.
Business Development
Participate in developing training sessions, workshops, and courses relevant to private wealth and trusts management.
Support in identifying new opportunities, forming partnerships, value addition to Trust services and planning future growth.
Qualifications
Bachelor’s degree in Finance, Economics, Business, Accounting, or a related field.
Strong analytical and quantitative skills with a solid understanding of financial principles.
Proficiency in Microsoft Office Suite (Excel, PowerPoint) and familiarity with financial modelling and analysis tools.
Keen interest in financial markets, investment strategies, and trust management.
Excellent communication skills, both written and verbal, with the ability to explain complex financial concepts.
Detail-oriented, proactive, and able to work well in a team environment.
go to method of application »
Join our team and make a difference in the financial services industry, send your C.V to careerskenya@liaisongroup.net indicating the Ref No. LC/AS/01/2024 and position applied for on the email subject line to be received on or before 15th November 2024. Only shortlisted candidates will be contacted.
Apply via :
careerskenya@liaisongroup.net
