Head of Research at NCBA Group

Job Purpose Statement

To conduct fundamental and technical analysis of various asset classes and investment products using various available tools. Additionally, to conduct primary macro-economic research especially as it relates to these asset classes. To make recommendations to retail and institutional investors and support the investment decision making process.

Responsibilities

Financial 55%

1. Undertake fundamental analysis on listed companies.
2. Initiate and maintain macroeconomic and fixed income analysis.
3. Build and maintain valuation models for listed and unlisted entities.
4. Maintain a corporate action diary of quoted and unquoted companies.
5. Ensure quality and product acceptability is maintained
6. Maintain ongoing engagement with Senior management of listed entities to ensure reports are insightful and current
7. Analyse financial information to produce forecasts of economic and industry conditions for use in making investment decisions.
8. Identifying investment opportunities within the local and regional equity and fixed income markets via a variety of means, including quantitative analysis as well as building and leveraging off third party research networks.
9. Conduct retail and institutional investor conference calls to discuss/market reports, as a result generate revenue.

Internal business processes 20%

1. Ensure that all research carried out complies with all the relevant internal and external rules, regulations, policies and procedures
2. Communicate all relevant and critical information to management in a timely and effective manner and in compliance with the company, NSE & CMA procedures

Customer 15%

1. Ensure that Customer Service Standards are complied with and met at all times.
2. Ensure turnaround times for research reports are met.
3. Ensure customer complaints are dealt with expeditiously and conclusively in the first instance.

Learning and growth 10%

1. Takes responsibility for own training both formal and on the job
2. Ensures compliance with the ICIFA annual training requirements
3. Achieves at least 40 hours of training annually