Jobs
>
Nairobi

    Analyst Investment/Dealer at - Nairobi, Kenya - Standard Bank Group

    Default job background
    Full time
    Description

    Standard Bank Group is the largest African banking group by assets offering a full range of banking and related financial services.

    "Africa is our home, we drive her growth" Our vision is to be the leading financial services organisation in, for and across Africa, delivering exceptional client experiences and superior value


    Job Purpose:


    To undertake both financial & non-financial research and report on prospective investment and existing issuers and counter parties by studying how an investment is likely to perform and how sustainable it is.

    The role holder will be responsible for sourcing and dealing of all investment transactions and participate in the organization's sound portfolio-management strategy by providing the necessary data for decision-making process and client fulfilment.

    This includes providing economic research (Global & Local), valuation analysis on listed companies and alternative Investments, credit analysis on counter parties and facilitating the buying and selling of financial securities on behalf of business.

    In addition, the role holder will assist on counterparties and asset allocation compliance monitoring by ensuring placements and Fund asset allocations are within internal and regulatory limits.


    Outputs:
    Undertake analysis of selected collective investment schemes - full and half-yearly reviews.
    Counterparties half and full year reviews.
    Monitor and update the team on the secondary market activities and offerings, global and local economy and general company news of interest
    Prepare reports for Investment Committee meetings and fund management department monthly meetings.
    Prepare investment reports for trustees.
    Provide analysis on fund performance.
    Assist with management of client portfolios.
    Assist in the preparation and publishing of the fund's fact sheets.
    Assist with response to clients' queries and inquiries.
    Assist with proper filing and record-keeping of all correspondence in the fund management department.
    Work closely with individual investors, institutional clients, and corporate entities to execute trades.

    Provide investment advice to Portfolio Managers and Investment Committee by virtue of being in contact with the market and assist in managing portfolios.

    Execute trades on various financial markets, including stocks, bonds, commodities, and derivatives, ensuring timely and accurate order placement.
    Negotiate with market participants on competitive pricing.
    Work closely with Operations and Custody to ensure settlement on trades.
    Stay informed about market developments, economic indicators, and industry trends to provide informed investment recommendations.

    Assist Portfolio Managers in fund liquidity monitoring by working closely with Operations and Custody to ensure system information is up to date.

    Educate stakeholders about various investment products.

    Assess and mitigate risks associated with investment activities, ensuring the preservation of Fund capital and adherence to risk management guidelines.

    Regulatory reporting including to Capital Markets Authority and Retirement Benefits Authority (where applicable) vide online portals and physical reports.

    Any other duties as may be assigned from time to time within the job profile.
    Maintain an adequate control environment and operational procedures to prevent loss from non-adherence to controls.
    Make sure you are aware of and comply with data confidentiality requirements.
    Make sure all general legal and regulatory requirements relating to specific activity are complied with.

    Ensure all information is handled appropriately where necessary exposure to information which may be confidential or sensitive should be notified to Compliance.

    Be aware of and comply with Group policy, local laws and Regulators relating to the prevention of Money Laundering and Terrorist Financing including Treating Customers Fairly(TCF) requirements.

    Regulatory & Business conduct.

    This includes the responsibility for the conduct of individual in sales by ensuring behaviours set out in the Group Code of Conduct are followed and that the business/country/function achieves the outcomes set out in the Principles and Pillars.

    Take personal responsibility for understanding the risk and compliance requirements of the role.

    Understand and comply with, in letter and spirit, all applicable laws and regulations, including those governing anti-money laundering, terrorist financing and sanctions; the Group's policies and procedures; and the Group Code of Conduct.

    Effectively and collaboratively identify, escalate, mitigate and resolve risk and compliance matters.

    Embed the Group's values and code of conduct to ensure that adherence with the highest standards of ethics and compliance with relevant policies, process and regulations among employees form part of the culture.

    Qualifications
    Minimum Qualifications


    Type of Qualification:
    Post Graduate Degree

    Field of Study:
    Business Commerce

    Experience Required
    Investment Management

    Broad understanding of financial market securities
    Knowledge of Asset Management Applications
    Minimum 5-7 years' experience in securities industry or investment banking – asset management/research experience preferable

    Additional Information


    Behavioral Competencies:
    Adopting Practical Approaches
    Articulating Information
    Challenging Ideas
    Checking Details
    Conveying Self-Confidence
    Developing Expertise
    Embracing Change
    Examining Information
    Generating Ideas
    Inviting Feedback
    Meeting Timescales
    Taking Action


    Technical Competencies:
    Economic Analysis
    International Market Knowledge
    Performance Benchmarking
    Product Development
    Quantitative Analysis
    Research


  • Uncap Nairobi, Kenya Full time

    Entrepreneurial potential is global, but opportunity is not. Uncap aims to change that. We make seed funding accessible to every good entrepreneur. With our data-driven solution, we enable investing in Africa's bottom up growth. · POSITION DESCRIPTION · As Investment Analyst you ...


  • Kua Ventures Nairobi, Kenya Full time

    Kua Ventures is a faith-driven impact investor that envisions Small and Medium Enterprises (SMEs) in East Africa flourishing in their communities. We support hardworking men and women with economic and spiritual resources that unleash their capacities and liberate them from the e ...


  • CrossBoundary Nairobi, Kenya Full time

    CrossBoundary is a mission driven investment firm committed to unlocking the power of capital to make a strong return while creating a lasting difference in frontier markets. · Summary · CrossBoundary Access is recruiting a full-time Portfolio and Investment Analyst to support it ...


  • Crossboundary Nairobi, Kenya Full time

    ABOUT THE COMPANY · Our mission is to unlock the power of capital to make a strong return and lasting difference in frontier markets. · JOB SUMMARY · CrossBoundary Access is recruiting a full-time Portfolio and Investment Analyst to support its investment and operational processe ...


  • CIC Insurance Nairobi, Kenya Full time

    CIC Insurance Group Limited, commonly referred to as CIC Group, is an insurance and investment group that operates mainly in Kenya, Uganda, South Sudan and Malawi · PURPOSE: · The primary responsibility will be to provide strategic support and analytical insights to drive informe ...


  • CIC Insurance Group Nairobi, Kenya Full time

    ABOUT THE COMPANY · For more than three decades, the CIC Insurance Group has dependably shouldered the risks of the Kenyan people through providing insurance services that help you plan for life stage needs, secure your future, protection you against rising health expenses and sa ...


  • NCBA Group Nairobi, Kenya Full time

    The new NCBA has harnessed the power of both NIC and CBA to create a bank that brings together the best of both worlds from cutting edge mobile banking to good old-fashioned relationship management; from scalable business banking to financial services that grow as your business d ...


  • Kenya Development Corporation Nairobi, Kenya Full time

    Kenya Development Corporation Ltd (KDC) is a Development Finance Institution which was established in 2020 to merge the operations of Industrial and Commercial Development Corporation (ICDC), Tourism Finance Corporation (TFC) and IDB Capital Limited · JOB GRADE KDC 2 · Job Purpos ...


  • Absa Bank Limited Nairobi, Kenya Full time

    Absa Bank Limited (Absa) is a wholly owned subsidiary of Barclays Africa Group Limited. Absa offers personal and business banking, credit cards, corporate and investment banking, wealth and investment management as well as bancassurance. · Job Summary · The purpose for this role ...


  • Simba Corp Nairobi, Kenya Full time

    Simba Corporation is an integrated business group headquartered in Nairobi, Kenya with controlling interests in such diversified fields as motor sales and service, hospitality, investment and financial services. · Key Responsibilities: · Sales Support. · Calls, visits, make prese ...


  • Inuka Partners Nairobi, Kenya Full time

    Bringing together passionate people with mission-driven businesses. We are passionate about helping businesses scale by connecting them with the most important resource for growth, people. · Overview: · We are seeking a talented and motivated Investment Analyst to join an infrast ...

  • Enabling Qapital

    Data Analyst

    3 days ago


    Enabling Qapital Nairobi, Kenya Full time

    ABOUT THE COMPANY · Enabling Qapital Ltd. (EQ) is a FINMA regulated leading Impact Asset Manager dedicated to a world where investments provide a financial and social return. · Following the objective to have a positive economic, social, and environmental impact. · EQ currently m ...


  • Kenya Development Corporation Nairobi, Kenya Full time

    Kenya Development Corporation Ltd (KDC) is a Development Finance Institution which was established in 2020 to merge the operations of Industrial and Commercial Development Corporation (ICDC), Tourism Finance Corporation (TFC) and IDB Capital Limited · JOB GRADE KDC 3 · Job Purpos ...


  • INKOMOKO Nairobi, Kenya Full time

    ABOUT THE COMPANY · Inkomoko supports entrepreneurs to grow their businesses in order to improve livelihoods, create jobs, and help communities thrive. · Founded in 2012, Inkomoko has worked with more than 41,000 entrepreneurs across East Africa, including thousands of refugee en ...


  • Centum Nairobi, Kenya Full time

    Centum is East Africa's leading investment company listed on the Nairobi Securities Exchange and Uganda Securities Exchange. We are an investment channel providing investors with access to a portfolio of inaccessible, quality, diversified investments. · Job Brief · Nabo Capital L ...


  • NCBA Group Nairobi, Kenya Full time

    The new NCBA has harnessed the power of both NIC and CBA to create a bank that brings together the best of both worlds from cutting edge mobile banking to good old-fashioned relationship management; from scalable business banking to financial services that grow as your business d ...


  • Centum Nairobi, Kenya Full time

    Centum is East Africa's leading investment company listed on the Nairobi Securities Exchange and Uganda Securities Exchange. We are an investment channel providing investors with access to a portfolio of inaccessible, quality, diversified investments. · Job Brief · Nabo Capital s ...


  • Madison Group Limited Nairobi, Kenya Full time

    Madison Group Limited is a locally owned financial services holding company that specializes in Insurance and wealth management services. The Group comprises of Madison Life Assurance Kenya Limited, Madison General Insurance Kenya Limited, and Madison Investment Managers Limited. ...


  • Safaricom Kenya Nairobi, Kenya Full time

    Safaricom is the leading provider of converged communication solutions in Kenya. In addition to providing a broad range of first-class products and services for Telephony, Broadband Internet and Financial services, Safaricom seeks to uplift the welfare of Kenyans through value-ad ...

  • Plan International

    Treasury Officer at

    22 hours ago


    Plan International Nairobi, Kenya Full time

    Plan International was founded over 75 years ago with a mission to promote and protect the rights of children. The organisation was set up by British journalist John Langdon-Davies and refugee worker Eric Muggeridge in 1937, with the original aim to provide food, accommodation an ...