Bachelor's degree (minimum Second Class Honours) in Finance, Economics, Business Administration, or a related field.
A Master's degree (MBA, MSc Finance, or equivalent) is an added advantage.
Professional Qualifications
CFA Charter holder status is strongly preferred; candidates at CFA Level II or III will be considered if they demonstrate exceptional experience and a clear commitment to completing the charter.
CPA II / ACCA II or equivalent professional qualifications in accounting or financial analysis will be considered as a complement to investment experience.
Experience
A minimum of 5–7 years of relevant experience in investment management on the buy side, covering a broad range of asset classes including equities, fixed income, money markets, and unit trusts.
Demonstrable experience managing third-party investment mandates and interacting with institutional clients such as pension funds, insurance companies, or corporate treasuries.
Familiarity with the Kenyan and East African capital markets is essential; experience with the Nairobi Securities Exchange (NSE) and related regulatory frameworks is strongly preferred.
Technical Skills
Advanced Microsoft Excel skills for financial modelling, scenario analysis, and performance attribution.
Familiarity with portfolio management systems.
Sound understanding of portfolio risk analytics, attribution analysis, and performance measurement methodologies.
Soft Skills & Attributes
Exceptional communication and presentation skills — able to articulate complex investment insights clearly to diverse audiences ranging from retail clients to institutional trustees and board members.
Strong leadership presence, capable of transmitting energy, purpose, and a 'can-do' attitude through the team, aligning team strengths for maximum efficiency.
Keen attention to detail, with a track record of producing high-quality investment notes, client fact sheets, and RFP responses.
Intellectual curiosity and strong research capabilities, with a demonstrated drive to explore investment opportunities across the full capital structure.
Sound ethical judgement and commitment to fiduciary standards, with the ability to navigate conflicts of interest appropriately.
Ability to thrive under pressure, manage multiple priorities, and meet deadlines in a dynamic investment environment.
GK
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