Senior Investment Analyst

Job Ref. No. JAML040

Jubilee Asset Management Limited (JAML) is a premier Asset Manager that offers differentiated investment products and solutions across core assets, alternative assets, and market cycles. Our clients include institutions, high-net-worth individuals (HNWI), and retail clients. For more information, visit Jubilee Asset Management.

We currently have an exciting career opportunity for a Senior Investment Analyst within Jubilee Asset Management Limited. The position holder will report to the Senior Portfolio Manager and will be based at the Head Office in Nairobi.

Role Purpose

The Senior Investment Analyst will be responsible for conducting in-depth market research, financial analysis, and providing strategic insights for the management of investment portfolios. This role combines both operational and strategic functions, requiring collaboration across various teams and contributing to high-level decision-making processes.

Strategy

• Strategic Input: Contribute to the development of long-term investment strategies that align with company objectives and the evolving market landscape.

• Market Analysis: Provide forward-looking analysis on market conditions and identify emerging trends that may influence investment strategy.

• Client Advisory: Assist in creating tailored investment strategies for key clients, offering insights into risk management and growth opportunities.

• Thought Leadership: Provide thought leadership on investment trends to senior management and clients.

• Investment Strategy Development: Lead the development of new investment products and strategies to expand the company’s portfolio and client offerings.

• Benchmarking: Continuously evaluate and adjust performance benchmarks to maintain competitiveness.

Operational

• Performance Reporting: Prepare and present periodic client investment performance and macroeconomic outlook reports.

• Business Development: Prepare investment proposals and macroeconomic reports to support business development efforts with prospective clients.

• Investment Research and Analysis: Conduct detailed research on equities, fixed income, and other asset classes to support investment decision-making.

• Financial Modeling: Develop and maintain financial models to forecast market trends and evaluate potential investments.

• Portfolio Management: Monitor portfolio performance, assess risk, and propose adjustments to optimize returns in line with investment strategy.

• Data Collection and Reporting: Gather financial data, analyze trends, and present reports to the investment committee.

• Asset Valuation: Perform valuations of investment assets and present findings to senior management and clients.

• Risk Assessment: Analyze market, credit, and liquidity risks associated with different investment strategies.

• Investment Documentation: Prepare and update investment documentation, including investor reports and strategy proposals.

• Regulatory Compliance: Ensure investments comply with relevant regulatory standards and corporate governance practices.

• Client Management: Work closely with institutional and retail clients to understand their investment needs and deliver customized solutions.

• Support Investment Strategies: Collaborate with portfolio managers and the investment team to implement and monitor strategies.

Corporate Governance

• Ensure all investment operations adhere to company governance policies, including risk management, reporting standards, and compliance with regulations.

• Contribute to the ethical management of investment portfolios, ensuring actions reflect the company’s integrity and fiduciary responsibilities.

• Work closely with the risk and compliance teams to maintain transparency in all investment decisions.

People and Culture

• Promote a culture of excellence, collaboration, and ethical investment within the team.

• Encourage knowledge-sharing and continuous learning among team members.

• Support diversity and inclusion initiatives by fostering an inclusive work environment.

• Lead by example in embodying the company’s core values in day-to-day operations.

Key Competencies

• Strong analytical and problem-solving skills.

• Expertise in financial modeling and forecasting.

• Knowledge of equity and fixed income markets.

• Excellent communication skills (both written and verbal).

• Ability to collaborate effectively in a fast-paced environment.

• Strong attention to detail and deadlines.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.

• CFA Charter holder or equivalent qualification (preferred).

• Relevant certifications in financial analysis or investment management.

Relevant Experience

• At least 3-4 years of experience in investment analysis, portfolio management, or related roles.

• Experience in managing institutional client relationships.

• Proven track record of conducting investment research and providing actionable insights.

• Strong background in financial modeling, asset valuation, and risk assessment.

• Prior experience working in a regulated financial environment.

If you are qualified and seeking an exciting new challenge, please apply via Recruitment@jubileekenya.com quoting the Job Reference Number and Position by 16th December 2024.
Only shortlisted candidates will be contacted.

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