Job Purpose Statement

To conduct fundamental and technical analysis of various asset classes and investment products using various available tools. Additionally, to conduct primary macro-economic research especially as it relates to these asset classes. To make recommendations to retail and institutional investors and support the investment decision-making process.

Responsibilities

Financial 55%

• Undertake fundamental analysis on listed companies.
• Initiate and maintain macroeconomic and fixed income analysis.
• Build and maintain valuation models for listed and unlisted entities.
• Maintain a corporate action diary of quoted and unquoted companies.
• Ensure quality and product acceptability is maintained
• Maintain ongoing engagement with Senior management of listed entities to ensure reports are insightful and current
• Analyse financial information to produce forecasts of economic and industry conditions for use in making investment decisions.
• Identifying investment opportunities within the local and regional equity and fixed income markets via a variety of means, including quantitative analysis as well as building and leveraging off third party research networks.
• Conduct retail and institutional investor conference calls to discuss/market reports, as a result generate revenue.

Internal business processes 20%

• Ensure that all research carried out complies with all the relevant internal and external rules, regulations, policies and procedures
• Communicate all relevant and critical information to management in a timely and effective manner and in compliance with the company, NSE & CMA procedures

Customer 15%

• Ensure that Customer Service Standards are complied with and met at all times.
• Ensure turnaround times for research reports are met.
• Ensure customer complaints are dealt with expeditiously and conclusively in the first instance.

Learning and growth 10%

• Takes responsibility for own training both formal and on the job
• Ensures compliance with the ICIFA annual training requirements
• Achieves at least 40 hours of training annually