The Senior Investment Analyst will play a critical role in driving strategic investment decisions that
maximize financial performance and align with the organization’s long-term objectives. This position
requires expertise in dealership, research analysis, and pricing, contributing to informed decision-
making and sustainable growth. They will collaborate with cross-functional teams, delivering data-driveninsights and strategic recommendations while fostering a positive people and cultureenvironment. The role also involves maintaining high standards of corporate governance and ensuring compliance with
regulatory requirements.
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| Senior Investment Analyst at Jubilee Insurance |
Key Responsibilities
1. Strategy:
• Conduct comprehensive market research and analysis to identify potential investment
opportunities and trends in the Kenyan market.
• Develop and implement investment strategies to optimize portfolio performance, taking into
account risk tolerance, market conditions, and client objectives.
Job Ref. No: JAML062.
Collaborate with the investment team to identify and evaluate new investment products and asset
classes that align with the company's overall investment strategy.
• Monitor and evaluate the performance of existing investment portfolios, making recommendations
for adjustments and enhancements as needed.
2. Operational:
• Perform in-depth financial analysis of investment opportunities, including financial statement
analysis, valuation modelling, and risk assessment.
• Conduct due diligence on potential investments, including reviewing legal documents, conducting
background checks, and assessing investment risks.
• Prepare investment reports and presentations for internal stakeholders, providing insights and
recommendations based on thorough analysis and research.
• Collaborate with portfolio managers, traders, and other internal teams to ensure efficient execution
of investment strategies and seamless portfolio management.
3. Corporate Governance(Regulatory and Compliance)
• Ensure compliance with regulatory requirements, including reporting standards, investment
guidelines, and industry best practices.
• Stay updated on relevant laws, regulations, and market developments affecting the asset
management industry in Kenya.
• Monitor and manage regulatory filings, reporting deadlines, and compliance documentation.
• Conduct regular internal audits to assess compliance with policies and procedures and implement corrective measures when necessary.
4. People and Culture:
•Foster a culture of excellence, collaboration, and innovation within the asset management team.
• Provide mentorship and guidance to junior analysts, supporting their professional development and
enhancing their analytical skills.
• Collaborate with other departments to promote cross-functional collaboration and knowledge
sharing.
• Act as a subject matter expert, representing the company in industry conferences, seminars, and
client meetings.
Key Competencies and Skills:
1. Strong knowledge of financial markets, investment analysis techniques, and asset allocation strategies.
2.Proficient in financial modelling, valuation methods, and investment research tools.
3. Familiarity with Kenyan regulatory frameworks and compliance requirements for the asset
management industry.
4. Analytical mindset with strong attention to detail and ability to draw meaningful insights from
complex data.
5. Excellent problem-solving and critical thinking skills, with the ability to make informed investment
decisions.
6. Strong communication and presentation skills, with the ability to effectively convey investment
recommendations to both internal and external stakeholders.
7. Proactive and self-motivated, with the ability to work independently and prioritize tasks effectively.
8. Strong leadership skills, with the ability to motivate and mentor a team of analysts.
Academic Qualifications and Relevant Experience
1. Bachelor’s degree in Finance, Economics, or a related field.
2. Master’s degree in Finance or a relevant discipline (preferred).
3. Professional certifications such as CFA (Chartered Financial Analyst) or CPA (Certified Public
Accountant) will be an added advantage.
4. Proven experience in investment analysis, asset management, or a related field, preferably in the
Kenyan market.
If you are qualified and seeking an exciting new challenge, please apply via recruitment@jubileekenya.com quoting the Job Reference Number and Position by
21st October 2025
