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
Apply via :
eoin.fa.em3.oraclecloud.com
