INVESTMENT ANALYST
Job descriptions & requirements
About Us
CIC Insurance Group is a leading insurance and financial services organisation with more than five decades of experience helping individuals, families, and organizations achieve financial security. We have grown into a dynamic Group offering life, general, micro insurance, asset management, and investment solutions, with operations in Kenya, Uganda, South Sudan, and Malawi, and are listed on the Nairobi Securities Exchange. Our tagline, “We Keep Our Word,” reflects our unwavering commitment to integrity, transparency, and delivering on our promises to our clients, partners, and communities.
About the Role
Reporting to the Head of Research & Innovation, the role will primarily provide strategic support and analytical insights to drive informed decision-making for the business. The role holder will be responsible for research, investment analysis and provision of relevant information and recommendations on equity and fixed income investments.
Key Responsibilities
- Data Analysis: Collect, analyze, and interpret data to generate insights and recommendations. Utilize tools and techniques to identify trends, patterns, and anomalies.
- Market Research: Conduct market research and competitor analysis to support strategic decision-making. Stay updated on industry trends, market dynamics, and emerging technologies.
- Financial Analysis: Assist in budgeting, forecasting, and financial modeling. Monitor key financial metrics and prepare reports for review.
- Report Generation: Create detailed reports and dashboards that provide meaningful insights into business performance, trends, and opportunities.
- Process Improvement: Identify inefficiencies and bottlenecks in existing processes. Propose and implement solutions to streamline operations and enhance productivity.
- Project Support: Assist in the planning, execution, and tracking of various projects. Collaborate with cross functional teams to ensure project milestones are met.
- Presentation Skills: Prepare and deliver clear, concise, and visually appealing presentations to convey complex information to stakeholders.
- Investment Research: Conduct comprehensive research on various asset classes, industries, and individual companies. Analyze financial statements, market trends, economic indicators, and other relevant data to evaluate potential investment opportunities.
- Financial Modeling: Develop and maintain financial models to assess the potential returns, risks, and valuation of investments. Utilize quantitative techniques and statistical analysis to support investment decisions.
- Investment Reporting: Prepare investment reports and presentations for stakeholders. Communicate investment recommendations and performance analysis.
Who We’re Looking For
- Bachelor’s Degree in Investment/Finance/Business Related fields
- Progression to CFA Qualification or equivalent
- Minimum of 2 years’ experience in investment analysis
About Us
CIC Insurance Group is a leading insurance and financial services organisation with more than five decades of experience helping individuals, families, and organizations achieve financial security. We have grown into a dynamic Group offering life, general, micro insurance, asset management, and investment solutions, with operations in Kenya, Uganda, South Sudan, and Malawi, and are listed on the Nairobi Securities Exchange. Our tagline, “We Keep Our Word,” reflects our unwavering commitment to integrity, transparency, and delivering on our promises to our clients, partners, and communities.
About the Role
Reporting to the Head of Research & Innovation, the role will primarily provide strategic support and analytical insights to drive informed decision-making for the business. The role holder will be responsible for research, investment analysis and provision of relevant information and recommendations on equity and fixed income investments.
Key Responsibilities
- Data Analysis: Collect, analyze, and interpret data to generate insights and recommendations. Utilize tools and techniques to identify trends, patterns, and anomalies.
- Market Research: Conduct market research and competitor analysis to support strategic decision-making. Stay updated on industry trends, market dynamics, and emerging technologies.
- Financial Analysis: Assist in budgeting, forecasting, and financial modeling. Monitor key financial metrics and prepare reports for review.
- Report Generation: Create detailed reports and dashboards that provide meaningful insights into business performance, trends, and opportunities.
- Process Improvement: Identify inefficiencies and bottlenecks in existing processes. Propose and implement solutions to streamline operations and enhance productivity.
- Project Support: Assist in the planning, execution, and tracking of various projects. Collaborate with cross functional teams to ensure project milestones are met.
- Presentation Skills: Prepare and deliver clear, concise, and visually appealing presentations to convey complex information to stakeholders.
- Investment Research: Conduct comprehensive research on various asset classes, industries, and individual companies. Analyze financial statements, market trends, economic indicators, and other relevant data to evaluate potential investment opportunities.
- Financial Modeling: Develop and maintain financial models to assess the potential returns, risks, and valuation of investments. Utilize quantitative techniques and statistical analysis to support investment decisions.
- Investment Reporting: Prepare investment reports and presentations for stakeholders. Communicate investment recommendations and performance analysis.
Who We’re Looking For
- Bachelor’s Degree in Investment/Finance/Business Related fields
- Progression to CFA Qualification or equivalent
- Minimum of 2 years’ experience in investment analysis
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