Investment Analyst at Jubilee Insurance

Role Purpose

The role holder will support the Portfolio Manager in managing Jubilee Life's investment portfolios by conducting financial research, market analysis, and performance monitoring. The role holder will contribute to data-driven investment decisions, portfolio optimization, and regulatory compliance, while collaborating with internal teams to ensure alignment with the company's strategic objectives.

Main Responsibilities

Strategy

• Conduct in-depth market research and analysis to identify investment opportunities and trends in the Kenyan market
• Support the development and implementation of investment strategies in line with the company's risk appetite and long-term financial goals
• Analyze macroeconomic indicators, interest rate movements, and capital market developments to inform investment decisions
• Evaluate and provide recommendations on investment products and asset classes to support portfolio diversification and performance
• Assist in preparing periodic investment performance reports for the Portfolio Manager, CFO, and Investment Committee

Operational

• Perform financial analysis of potential and existing investments, including valuation modelling, risk assessment, and scenario analysis
• Conduct due diligence on new investments, reviewing legal documents, financial statements, and assessing associated risks
• Support the execution of investment strategies, liaising with traders, custodians, and fund managers to ensure timely and accurate transactions
• Track portfolio performance against benchmarks and report discrepancies or improvement opportunities to the Portfolio Manager
• Maintain accurate investment records, reconciliations, and documentation for internal and external reporting purposes
• Collaborate with internal teams (Finance, Actuarial, Risk) to ensure investment activities align with company objectives