Job Vacancies at Jubilee Insurance

Job Ref. No. JAML040

Role Purpose

The Senior Investment Analyst will be responsible for conducting in-depth market research, financial analysis, and providing strategic insights for the management of investment portfolios. This role involves both operational and strategic functions, requiring the ability to work cross-functionally within a collaborative culture, contributing to decision-making processes at the highest levels.

Strategy

• Strategic Input: Contribute to the development of long-term investment strategies and goals that align with the company’s objectives and the evolving market environment.
• Market Analysis: Provide forward-looking analysis on market conditions and identify emerging trends that can influence investment strategy.
• Client Advisory: Assist in developing tailored investment strategies for key clients, providing insights into risk management and potential growth opportunities.
• Thought Leadership: Present thought leadership on investment trends and strategic shifts to senior management and clients.
• Investment Strategy Development: Lead the development of new investment products and strategies aimed at expanding the company's portfolio and client offerings.
• Benchmarking: Ensure that investment performance benchmarks are continuously evaluated and adjusted to maintain competitiveness.

Operational

• Performance reporting: Prepare and present periodic Client investment performance and macroeconomic outlook reports in line with the Clients' mandates.
• Business development: Prepare investment proposals and macroeconomic outlook reports to support the business development department engage prospective Clients.
• Investment Research and Analysis: Conduct detailed research on equities, fixed income, and other asset classes to support investment decision-making.
• Financial Modeling: Develop and maintain financial models to forecast market trends and evaluate potential investments.
• Portfolio Management: Monitor portfolio performance, assess risk, and propose adjustments to optimize returns in line with the investment strategy.
• Data Collection and Reporting: Gather financial data from various sources, analyze key trends, and present reports to the investment committee and stakeholders.
• Asset Valuation: Perform valuations of investment assets and present findings to senior management and clients.
• Risk Assessment: Analyze market, credit, and liquidity risks associated with different investment strategies.
• Investment Documentation: Prepare and update investment documentation, including investor reports, market updates, and investment strategy proposals.
• Regulatory Compliance: Ensure that all investments comply with relevant regulatory standards and corporate governance practices.
• Client Management: Work closely with institutional and retail clients to understand their investment needs, provide advisory services, and deliver customized investment solutions.
• Support Investment Strategies: Collaborate with the portfolio managers and the broader investment team to implement and monitor investment strategies.

Corporate Governance

• Ensure all investment operations adhere to the company's governance policies, including risk management frameworks, reporting standards, and compliance with regulatory requirements.
• Contribute to the ethical management of investment portfolios, ensuring that all actions reflect the company’s integrity and fiduciary responsibilities.
• Work closely with the risk and compliance teams to maintain transparency and accountability in all investment decisions.

People and Culture

• Promote a culture of excellence, collaboration, and ethical investment within the team.
• Encourage knowledge-sharing and continuous learning among team members.
• Support the company’s diversity and inclusion initiatives by fostering an inclusive work environment.
• Lead by example by embodying the company’s core values in day-to-day operations and strategic thinking.

Key Competencies

• Strong analytical and problem-solving skills.
• Excellent financial modeling and forecasting abilities.
• Deep knowledge of equity and fixed income markets.
• Exceptional communication skills, both written and verbal.
• Ability to work collaboratively in a fast-paced environment.
• Strong attention to detail and adherence to deadlines.

Qualifications

• Bachelor’s degree in Finance, Economics, Accounting, or a related field.
• CFA Charter holder or equivalent qualification (preferred).
• Relevant certifications in financial analysis or investment management.

Relevant Experience

• At least 3-4 years of experience in investment analysis, portfolio management, or related roles.
• Experience in managing institutional client relationships.
• Proven track record of conducting investment research and providing actionable insights.
• Strong background in financial modeling, asset valuation, and risk assessment.
• Prior experience working in a regulated financial environment.
   

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Job Ref. No. JAML041

Role Purpose

The Senior Research Analyst in Investments plays a crucial role in supporting Jubilee Asset Management by providing comprehensive research, market analysis, and insights that inform the company’s investment strategies. This role involves rigorous data gathering, financial modelling, and analysis of trends to optimize the performance of investment portfolios and enhance decision-making across the organization.

Strategy

• Strategic Research Planning: Lead the development of a long-term research strategy that aligns with the company’s investment objectives and goals.
• Market Forecasting: Provide strategic forecasts and predictions regarding future market trends and investment opportunities based on in-depth analysis.
• Innovation in Research Methods: Continuously improve and innovate the research methodologies to ensure that the firm remains competitive in the market.
• Strategic Partnerships: Build and maintain relationships with external research firms, industry experts, and data providers to leverage external insights and information.
• Thought Leadership: Act as a thought leader by providing strategic research insights to senior management and external stakeholders.
• Benchmarking: Continuously review and assess the company’s investment performance against industry benchmarks and advise on strategies to maintain a competitive edge.

Operational

• Market Research: Conduct thorough research on local and global financial markets, including equities, fixed income, commodities, and alternative investments.
• Data Analysis: Analyze large sets of financial data and economic indicators to provide actionable insights for investment decisions.
• Financial Modeling: Build and maintain sophisticated financial models to forecast economic trends, evaluate investment risks, and assess the financial performance of various asset classes.
• Report Generation: Prepare detailed investment research reports, including market outlooks, sector analysis, and recommendations for portfolio managers.
• Sector-Specific Research: Focus on industry-specific research (e.g., healthcare, technology, energy) to provide deep-dive insights into investment opportunities within those sectors.
• Quantitative Analysis: Use quantitative techniques and statistical tools to analyze financial markets and identify investment opportunities.
• Monitoring Macroeconomic Trends: Track and analyze macroeconomic indicators such as inflation, interest rates, and GDP growth, providing insights on how these factors affect the investment landscape.
• Risk Analysis: Conduct risk assessments to identify potential market risks and propose strategies to mitigate them.
• Compliance Reporting: Ensure that all research adheres to the regulatory frameworks governing investments and corporate governance policies.
• Collaboration with Investment Teams: Collaborate with portfolio managers, junior analysts, and the wider investment team to provide research support that enhances the overall portfolio performance.

Corporate Governance

• Adhere to all corporate governance policies, ensuring transparency, accountability, and integrity in the research process.
• Ensure compliance with industry regulations and guidelines, including those related to research ethics and conflict of interest management.
• Collaborate with the compliance and risk teams to ensure research activities are conducted within regulatory frameworks and best practices.

People and Culture

• Foster a culture of continuous improvement, collaboration, and knowledge-sharing within the research and investment teams.
• Act as a mentor to junior analysts, providing guidance and support to enhance their research skills and career development.
• Champion diversity and inclusion within the team, promoting a collaborative and respectful work environment.
• Lead by example in upholding the firm’s values of excellence, innovation, and integrity in all research activities.

Key Competencies

• Deliver detailed and actionable research insights that drive investment decisions.
• Provide leadership in the development of research processes and the management of junior analysts.
• Present research findings and recommendations to the investment committee and senior management.
• Ensure that research outputs align with the company’s strategic objectives and investment philosophy.
• Develop and maintain a research database for tracking industry-specific and macroeconomic trends.
• Collaborate with portfolio managers to ensure research insights are effectively incorporated into portfolio strategies.

Qualifications

• Bachelor’s degree in Finance, Economics, Statistics, or a related field.
• CFA Charter holder or relevant research certifications (preferred).
• Relevant certifications in financial research or analysis.

Relevant Experience

• Minimum 3-4 years of experience in investment research, financial analysis, or a related field.
• Proven experience conducting research across multiple asset classes and industries.
• Experience with quantitative analysis and financial modeling.
• Background in working with institutional clients and presenting research findings.
• Demonstrated experience in a regulated financial environment.