Research Analyst

ABOUT THE COMPANY

Welcome to Apollo Investments Limited. Since our founding in 1977, our mission has been to provide present and future peace of mind to the East African market and, in turn, enhance the quality of life for both our clients and their loved ones. Built on commitment, integrity and innovation, we have risen to become one of the leading Financial Service Groups in East Africa. The Apollo Group has 6 companies; APA Insurance, APA Life, APA Uganda, Apollo Asset Management, Gordon Court (Apollo Centre) and Reliance Insurance, Tanzania.

JOB SUMMARY

ACADEMIC QUALIFICATIONSBachelor’s degree in finance, Economics, Investment Analysis, Actuarial Science, or Commerce (with a finance focus). A master’s degree (MBA or MSc Finance) will be an added advantage.PROFESSIONAL QUALIFICATIONSProgress toward or completion of the CFA designation is strongly preferred.CISI, ACI, or other relevant capital markets certifications are an added advantage.EXPERIENCEMinimum 2 years; relevant experience in investment research, buy-side or sell-side analysis, portfolio management support, or a closely related financial services role.Demonstrated experience building financial models and producing written investment research.Exposure to East African capital markets will be a significant advantage.

RESPONSIBILITIES

Research & Market IntelligenceMonitor macroeconomic trends, market developments, and corporate actions of listed and unlisted companies across the investment universe.Forecast short- and long-term macroeconomic indicators (GDP, inflation, interest rates, exchange rates), industry dynamics, and company-specific financial metrics with clearly articulated performance drivers.Gather and synthesise market intelligence from primary and secondary sources to support client fund management decisions.Review earnings releases, financial statements, and regulatory disclosures; attend analyst briefings and company management meetings.Financial Modelling & ValuationBuild, maintain, and stress-test detailed valuation models (DCF, DDM, relative valuation, credit models) for equity and fixed-income instruments.Assess the sensitivity of valuations to changes in key assumptions and macro drivers; communicate findings clearly to the Portfolio Manager and Investment Committee.Conduct credit risk assessments for fixed-income instruments, including analysis of issuer financials, covenant structures, and default risk.Investment Recommendations & Portfolio SupportProduce well-reasoned investment recommendations across equities, fixed income, private equity, offshore, and alternative asset classes for presentation to the Investment Committee.Contribute to asset allocation strategy by developing model portfolio recommendations aligned with client mandates and risk parameters.Monitor existing portfolio holdings and flag material developments that may necessitate position review.Stakeholder Engagement & ReportingDevelop and maintain professional relationships with stockbrokers, sell-side analysts, company management teams, and other market participants.Prepare and present research reports, investment notes, and client-facing materials to a high standard of clarity and accuracy.Support periodic client reporting on fund performance, attribution, and market commentary.Provide fund administration support on an ad-hoc basis and perform any other duties as assigned.

REQUIRED SKILLS

Research planning, Analytics, Market research, intelligence, Accounting, Financial analysis, Reporting

REQUIRED EDUCATION

Bachelor's degree