Investment Analyst at National Bank of Kenya

(Job Ref No.HR/047/17)

The successful candidate will be responsible for creating model portfolios, providing financial advice and support to the Portfolio Management team and the Investment Committee.

Investment Analyst Job Responsibilities

• Conduct macroeconomic, industry and company research and analysis as well as identify new asset allocation and securities.
• Develop company valuations and financial models to be used in decision making by the portfolio management team.
• Identify attractive investment opportunities for the Bank In order to diversify the portfolio.
• Develop transaction marketing materials including selling memoranda, road show presentations and pitch books with the aim of capturing the intended market i.e. pension schemes and high network clients.
• Act as a point of contact throughout the transaction process to ensure effective and smooth operations.
• Develop varied industry and transaction expertise, and stay current on industry trends and developments
• Understand the underlying trends that affect the equity and fixed income capital markets e.g. inflation, relevant legislations, profitability of companies etc.
• Obtain a clear and wide understanding of the interests and investment criteria of private equity firms, and the factors that guide their decisions

Requirements for the Investment Analyst Job

• Bachelor of Commerce -Finance Option/ Degree in Actuarial Science, Statistics, or any other Finance related course
• Msc in Finance and Experience in Pension fund management industry will be an added advantage
• At least one (1) year experience in a busy Investment Management firm
• Proficient in computer applications, especially Excel
• Chartered Financial Analyst (CFA)level 2 qualification
• Institute of Chartered Investment Financial Analysts (ICIFA ) practising member
• Registered with Chartered Institute of Securities & Investment (CISI)
• Financial Modelling certificate with demonstrated experience in creating Financial Models
• Excellent research skills
• Strong analytical & problem solving skills
• Good writing, communication & interpersonal skills