Bachelor's degree in Finance, Economics, Investment Analysis, Actuarial Science, or Commerce (with a finance focus). A master's degree (MBA or MSc Finance) will be an added advantage.
Progress toward or completion of the CFA designation is strongly preferred.
CISI, ACI, or other relevant capital markets certifications are an added advantage.
Minimum 2 years; relevant experience in investment research, buy-side or sell-side analysis, portfolio management support, or a closely related financial services role.
Demonstrated experience building financial models and producing written investment research.
Exposure to East African capital markets will be a significant advantage.
Advanced proficiency in financial modelling and valuation (DCF, comparables, fixed-income analytics).
Strong command of Excel; experience with Bloomberg, Reuters, or similar financial data platforms is advantageous.
Familiarity with portfolio management and performance attribution systems.
Sound knowledge of East African and broader African capital markets, regulatory environment, and macroeconomic dynamics.
Analytical rigour: ability to process complex, multi-source information and distil it into clear, evidence-based conclusions.
Communication: strong written and verbal skills; able to present investment ideas persuasively to technical and non-technical audiences.
Intellectual curiosity: proactive in keeping abreast of market developments, emerging industries, and new analytical techniques.
Integrity and ethics: high personal standards and strict adherence to regulatory requirements and company policies.
Collaboration: team-oriented, yet capable of working independently and managing multiple priorities under time pressure.
Attention to detail: meticulous in model-building, report preparation, and data validation.
GK
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