UAP-OLD MUTUAL Careers: Investment Analyst

Position: Investment Analyst

Location: Nairobi, Kenya

Application Deadline: 29th January 2021

Key Tasks And Responsibilities

  • Accountable for service delivery through own efforts.
  • Individually accountable for managing own time, tasks and output quality.
  • Makes increased contributions by broadening individual skills.
  • Collaborates effectively with others to achieve personal results.
  • Update the research database on a periodic basis.
  • Keeping up to date with macro-economic trends, market developments as well as monitoring corporate actions of listed companies.
  • Forecasts near term and long-term macroeconomic indicators such as GDP, inflation and interest rates as well as industry and company specific financial projections with clearly identifiable performance drivers.
  • Researches, analyses and provides relevant information for investment decision making.
  • Building a detailed and appropriate model, valuation and investment case for each company which is revisited on a regular basis.
  • Demonstrate thorough knowledge and insight into key drivers of assigned companies and industries under review.
  • Articulate how changes to key model drivers can affect valuation as well as what assumptions are currently priced into each share and clearly communicate investment recommendation and updates.
  • Analyses the position of listed and unlisted companies within the investment universe.
  • Analyzing credit risk of listed or unlisted Fixed Income instruments.
  • Makes recommendations regarding investment attractiveness of listed equities, unlisted equities, offshore, private equity, alternative assets and fixed income instruments to the Investment Committee.
  • Develop and make asset allocation recommendations through the Research model portfolio.
  • Communication focuses on transferring of relatively complex information in a manner that aides in investment decision making.
  • Manage key relationships (external analysts and government institutions) to enhance intelligence gathering
  • Provide support to the Portfolio Managers, Business Development Manager Performance Analyst, Dealer and Risk & Compliance Officer.
  • Advising on implementation of key financial and accounting standards for the Group.
  • Assist the Risk & Compliance Officer in verification of client documentation such as Investment Management Agreements, Investment Policy Statements and Know Your Client and Anti Money Laundering documentation.
  • Assisting Risk and Compliance in compliance violations reports.
  • Act as alternate to Performance Analyst or Dealer as assigned.
  • Accepts and adheres to the company values.

Skills And Competencies

  • Decision Making
  • Gaining Commitment
  • Initiating Action
  • Ownership
  • Planning & Organizing
  • Technical Knowledge
  • Critical thinking Skills
  • Demonstrate continuous training and growth 

Qualifications, Knowledge & Experience 

  • Undergraduate Degree in Finance and/Investment Analysis
  • CFA qualification is an added advantage
  • Technical Knowledge and skills
  • Experience in financial modeling and investment analysis

How to Apply

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