Analyst – Equity Markets at NCBA Group

Job Purpose Statement

To fully support the operations of all NCBA Investment Bank Advisory divisions including debt capital markets, equity capital markets, and mergers and acquisitions.

Key Accountabilities (Duties and Responsibilities)

Financial – 30%

• Lead in the preparation of Information Memoranda and deal pitch books.
• Increase profitability of NCBA-IB through expansion of M&A, debt, and project finance originations and executions.
• Grow business by introducing new clients (M&A, FI, Project Finance, CPs, etc.) and potential collaboration partners (PE Funds, Investment Banks, DFIs, etc.).
• Increase profitability through deal pipeline growth and expedient deal execution.
• Bring ideas to the table that will lead to establishment of new business lines within NCBA-IB.
• Support the Fixed Income, Project Finance, and Corporate Advisory divisions.
• Collect debts for jobs billed in the year.

Internal Business Processes – 50%

• Carry out macro-economic, industry, and company research, as well as conducting company analysis.
• Provide relevant market information to inform, brief, and update NCBA-IB’s clients and potential clients.
• Build financial models to assist in execution of mandates.
• Gain in-depth understanding of variables and assumptions affecting financial models, and create models for valuation stages of deals and pitch books.
• Maintain various databases used for research, client updates, deal sourcing, and execution.
• Take minutes during meetings and follow up to ensure all executables are accomplished.
• Maintain proper filing of materials including Engagement Letters, NDAs, Annual Reports, Presentations, etc.
• Prepare Non-Disclosure Agreements and Engagement Letters for clients.

Customer – 10%

• Cross-sell group products.
• Manage relationships with existing clients to ensure satisfaction and repeat business.
• Positively and broadly market NCBA-IB.
• Monitor competition and market trends, advising NCBA-IB on positioning to achieve objectives.
• Bring ideas that lead to establishment of new business lines.
• Be fully involved in research and financial modelling functions critical for client engagement, updates, and briefings.

Learning and Growth – 10%

• Undertake at least 50 hours of internal/external training annually.

Job Specifications

Academic:

• Bachelor’s degree in a business-related field.
• Master’s degree is an added advantage.

Professional:

• CIFA, CISI.
• CFA or CPA (K) is an added advantage.

Experience:

• Minimum 1 year in Investment Banking / Treasury environment with exposure to financial analysis.

Technical Competencies:

• Knowledge of banking and business operations, including investment banking policies and procedures.
• Risk management skills to anticipate and mitigate risks.
• Strong conceptual and analytical skills with attention to detail.
• Technology skills in investment banking applications, spreadsheets, and research tools.
• Knowledge of financial products and pricing methodologies.
• Financial modelling and valuation expertise.
• Understanding of compliance and regulatory frameworks (CMA, NSE, IRA, RBA, etc.).

Behavioural Competencies:

• Results and achievement-oriented.
• Strong personal ethics and integrity.
• Effective negotiation skills with a win/win approach.
• Excellent communication and interpersonal skills.
• Leadership, team-building, and mentoring abilities