ABOUT THE ROLE
Achieving Zamara’s ambitious strategic priorities will be complex and challenging. Its continued success will be dependent on building and retaining a world-class team.
We are looking for an Investment Analyst to join our actuarial consulting team.
This is a high-impact role at the core of Zamara’s Asset Consulting practice. You will take ownership of investment analysis and reporting for a portfolio of pension fund clients — including one of Kenya’s largest institutional mandates — contribute to client meetings and trustee engagements and play a meaningful role in the team’s ESG consulting work.
We are open to candidates from investment consulting, fund management, actuarial consulting, or institutional banking. What matters most is strong analytical ability, a high standard of work, and the drive to build a career in investment consulting. If you have not worked directly in pension consulting before, you will be supported to get up to speed — but you will need to hit the ground running on the analytical fundamentals.
KEY RESPONSIBILITIES
Investment Analysis & Client Reporting
- Own the preparation and quality of quarterly and monthly investment reports for a portfolio of pension fund clients, including transaction-level analysis and performance attribution
- Conduct detailed asset allocation reviews, manager performance assessments, and investment risk analysis
- Review and provide written commentary on alternative investment opportunities presented to pension funds
- Prepare Investment Policy Statements (IPS) in line with RBA guidelines and client-specific investment objectives
- Develop market updates, thematic investment notes, and capacity-building materials for client internal teams
Client Engagement
- Attend Investment Committee and Board of Trustee meetings — presenting analysis clearly and confidently to trustees and senior executives
- Build professional relationships with client contacts, fund managers, and scheme administrators
- Lead meeting preparation including board packs, agendas, and pre-meeting briefings
- Manage ad hoc client requests efficiently and proactively
ESG & Thematic Work
- Contribute to the firm’s current ESG mandate — preparation of deliverables, attendance at project meetings, and development of ESG-related frameworks
- Build internal expertise in responsible investment and sustainable finance as applied to African institutional investors
- Support business development efforts for future ESG and thematic consulting mandates
Team Contribution
- Review and provide feedback on work produced by junior analysts
- Contribute to quarterly industry reports and thought leadership publications
- Champion AI tool adoption and efficient workflows within the team
EXPERIENCE AND QUALIFICATIONS
The ideal candidate will have:
- Bachelor’s degree in finance, Economics, Actuarial Science, Mathematics, or a related field
- 3–4 years of experience in one or more of: investment consulting, fund/asset management, actuarial consulting, institutional banking, or pension fund management
- CFA Level I or above strongly preferred — or equivalent progress in CAIA, ICIFA
- Demonstrated ability to produce high-quality investment analysis and written commentary
- Experience presenting or communicating investment information to clients, boards, or senior stakeholders is an advantage
- Knowledge of the Kenyan pension regulatory environment (RBA framework, IPS, asset class guidelines) is a strong advantage — but not a prerequisite for the right candidate
- Advanced Excel and PowerPoint skills; familiarity with data tools or AI productivity platforms is a plus
COMPETENCIES
- Strong analytical rigor — you can interpret data, spot what matters, and turn it into clear insight
- High attention to detail — you hold yourself to a high standard and take ownership of the quality of your work
- Confident communicator — comfortable discussing investment matters with trustees, executives, and fund managers
- Client-oriented — you anticipate needs, respond promptly, and take pride in the quality of client interactions
- Organized under pressure — able to manage multiple concurrent deliverables during busy reporting periods
- Intellectually curious — you keep up with markets, regulation, and global investment trends and connect them to the Kenyan context
- Ambition — you want to grow into a consulting manager role and are willing to put in the work to get there
