Investment Analyst at Jubilee Insurance

Job Reference Number: HRJIC601 Closing Date: 4th February, 2021

Role Purpose

We currently have an exciting career opportunity for an Investment Analyst, Jubilee Financial Services Limited (JFSL). The position holder will report to the Portfolio Manager and will be based at Head Office in Nairobi.

Role Purpose

The position holder will be responsible for research, investment analysis and provision of relevant information and recommendations on equity and fixed income investments.

Main Responsibilities

Role Overview

• Responsible for researching, analyzing and providing relevant information for investment decision making.
• Keeping up to date with macro-economic trends, market developments as well as monitoring corporate actions of listed companies.
• Developing and maintaining the financial valuation models.
• Analyzing credit risk of listed or unlisted Fixed Income instruments.
• Making recommendations regarding investment attractiveness of listed equities and fixed income instruments to the Investment Committee. 6. Communication focusing on transferring of relatively complex information in a manner that aides in investment decision making.
• Provide support to the performance analyst.

Key Results Areas

• Personal Effectiveness
  • Accountable for service delivery through own efforts.
  • Individually accountable for managing own time, tasks and output quality
  • Making increased contributions by broadening individual skills.
  • Collaborating effectively with others to achieve personal results.
  • Accepting and living by the company values.
• Investment Analysis
  • Researching, analyzing and providing relevant information.
  • Analyzing the position of listed and unlisted companies within the investment universe.
  • Projecting short and long-term macroeconomic forecasts for factors such as GDP, inflation and interest rates, as well as industry and company specific financial projections, with clearly identifiable performance drivers.
• Investment Recommendation
  • Making recommendations regarding investment attractiveness of equities and fixed income securities.
  • Transferring relatively complex information to diverse audiences.

Functional Skills

• Decision Making
• Commitment
• Ownership
• Planning & Organizing
• Investment Technical Knowledge
• Analytical Skills
• Highly numerate

Qualifications

• Undergraduate Degree in Finance and/or investment analysis
• CFA qualification is an added advantage

Relevant Experience

Experience in financial modeling and investment analysis