Investment Analyst at Jubilee Insurance

Job Ref. No: JLIL 358

Role Purpose

• The role holder will support the Portfolio Manager in managing Jubilee Life’s investment portfolios by conducting financial research, market analysis and performance monitoring. The role holder will contribute to data-driven investment decisions, portfolio optimization and regulatory compliance, while collaborating with internal teams to ensure alignment with the company’s strategic objectives.

Main Responsibilities

Strategy

• Conduct in-depth market research and analysis to identify investment opportunities and trends in the Kenyan market.
• Support the development and implementation of investment strategies in line with the company’s risk appetite and long-term financial goals.
• Analyze macroeconomic indicators, interest rate movements, and capital market developments to inform investment decisions.
• Evaluate and provide recommendations on investment products and asset classes to support portfolio diversification and performance.
• Assist in preparing periodic investment performance reports for the Portfolio Manager, CFO, and Investment Committee.

Operational

• Perform financial analysis of potential and existing investments, including valuation modelling, risk assessment, and scenario analysis.
• Conduct due diligence on new investments, reviewing legal documents, financial statements, and assessing associated risks.
• Support the execution of investment strategies, liaising with traders, custodians, and fund managers to ensure timely and accurate transactions.
• Track portfolio performance against benchmarks and report discrepancies or improvement opportunities to the Portfolio Manager.
• Maintain accurate investment records, reconciliations, and documentation for internal and external reporting purposes.
• Collaborate with internal teams (Finance, Actuarial, Risk) to ensure investment activities align with company objectives.

Corporate Governance

• Ensure adherence to Jubilee Life’s investment policies, internal controls, and regulatory guidelines (Insurance
• Regulatory Authority, CMA, and other relevant frameworks).
• Support compliance with statutory reporting obligations and maintain audit-ready documentation.
• Stay updated on regulatory changes affecting investments and insurance operations.
• Identify and escalate potential investment risks or governance issues to the Portfolio Manager.

People & Culture

• Cross-Functional Collaboration: Actively participate in cross-functional project teams to drive collaboration,
• innovation, and accountability across departments and the Group.
• Employee Collaboration Index: Participate in a minimum of 2 company projects per year with an 80% success rate and engage in at least 1 Group-wide project per year.
• Skills and Competency Development Index: 100% compliance with your training plan annually to support personal and professional growth, ensuring alignment with career paths and future challenges.
• Cultural Alignment Index (CAI): Attain the Company’s CAI target score by embedding Jubilee’s values (e.g., innovation, teamwork, excellence) into project execution and team dynamics.
• Conflict Resolution: Address interpersonal or project-related conflicts constructively, maintaining team morale and focus on shared goals.
• Resource Advocacy: Communicate needs (e.g., tools, training, support) to supervisors to ensure personal and team success.

Key Competencies

• Strong investment research and market analysis skills, with the ability to interpret market trends, macroeconomic indicators, and investment opportunities to support portfolio decisions.
• Proficient in financial analysis and modelling, including valuation, scenario analysis, and interpretation of financial statements to assess investment performance.
• Ability to monitor portfolio performance, identify risks or gaps, and provide accurate and timely reports to support decision-making.
• Knowledge of Kenyan regulatory frameworks (IRA, CMA) and internal policies, ensuring compliance and adherence to governance standards.
• Analytical and problem-solving skills, with the ability to interpret complex data, assess risks, and recommend actionable solutions.
• Strong communication and presentation skills to convey investment insights to both technical and non-technical stakeholders effectively.
• Proactive and self-motivated, with the ability to work independently, prioritize tasks, and manage time effectively.
• Attention to detail and accuracy in financial analysis, reporting, and investment documentation.
• Professionalism, ethical integrity, and the ability to maintain confidentiality and fiduciary responsibility.
• Effective collaboration and teamwork skills, working seamlessly with investment, finance, actuarial, and risk teams, contributing to knowledge-sharing and a positive team culture.

Academic Background & Relevant Qualifications

• Bachelor’s degree in Finance, Economics, Actuarial Science, Business Administration, or related field.
• Professional certifications such as CFA, CPA, or FRM are highly desirable.
• 3–5 years’ experience in investment analysis, asset management, or related roles, preferably within insurance or financial services.
• Proficiency in financial analysis, reporting tools, and Excel; familiarity with Bloomberg, Morningstar, or similar platforms is an advantage.
• Understanding of asset-liability management (ALM) principles and risk-adjusted investment performance is preferred.
• Demonstrated ability to provide insightful, data-driven recommendations to support portfolio optimization.