Research Analyst
Reporting to the Research Manager, KCB Asset Management, the role holder be responsible for conducting investment research, market & industry analytics to aid in investment decision making. He/she is also responsible for collecting and collating macro-economic data and identifying and evaluating investment opportunities that exist that would maximize returns to our clients and the company. He/She will also be tasked with maintaining the financial models and projection tools.
Key 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 case 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 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.
The Ideal Candidate: Academic, Professional & Experience:
For the above position, the successful applicant should have the following:
- Bachelor’s degree in commerce, finance, Actuarial Science, Statistics, or any other finance-related course
- A master’s degree will be an added advantage
- ICIFA practicing member is required
- Passed the CISI certification program stage one
- Competence in Financial Modelling
- At least five (5) years in an Investment Management firm, insurance firm, or Banking.
- 3 years of hands-on experience in research
- Should have ready-made models of their own
- Experience in the pension industry & capital markets is desired
The above position is a demanding role for which the Bank will provide a competitive remuneration package to the successful candidate. If you believe you can clearly demonstrate your abilities to meet the criteria given above, please log in to our Recruitment portal and submit your application with a detailed CV.
To be considered your application must be received by Friday 10th October 2025.