Investment analyst vacancy

Investment analyst vacancy
POSITION: INVESTMENT ANALYST
DEPARTMENT: CBA CAPITAL – WEALTH MANAGEMENT
JOB PURPOSE STATEMENT
The purpose of the role is to primarily assist the investment management front office team
i. Portfolio execution - Dealing of securities and scouting for investment opportunities.
ii. Monitoring and rebalancing multi asset class client portfolios in accordance with the firm’s policies.
iii. Monitoring and implementing strategies as agreed on portfolios.
KEY RESPONSIBILITIES & PERCENTAGE TIME SPENT
 Supporting the CIO and SPM in constructing client portfolios;
 Collect input and feedback from investment team to identify potential solutions;
 Scouting for investment opportunities;
 Dealing - Negotiating and closing investment opportunities with potential counterparties, placement agents, issuers, brokers etc.;
 Develop and support client presentations;
 Support sales and client services activities relating to client investment solutions;
 Participating and giving input in the investment committee discussions;
 Coordinate solutions, legal and marketing groups to develop materials used for client proposals.
 Prepare client, scheme and external Reports as necessary.
QUALIFICATIONS AND EXPERIENCE REQUIREMENTS
 University Degree – Upper second or equivalent
 Fully / part qualified in CFA or other relevant professional courses, will be an added advantage
 At least 2 years portfolio analysis and/or research analysis and/or dealing/trading experience
 Excellent computer skills
 High attention to detail
 Understanding and experience in performance calculations and reporting
 Experience in in portfolio accounting systems

To apply log on to http://www.cbagroup.com/ke/index.php/Careers