Investment Analyst

Date Posted: Jan. 25, 2023, 4:14 a.m.

Jubilee Insurance

Job Description

Job Ref. No: JFSL002

Role Purpose

The investment analyst will be responsible for research, investment analysis and provision of relevant information and recommendations on equity and fixed income investments. The role holder will be required to be up to date with macro-economic trends, market developments as well as monitoring corporate actions of listed companies.

Main Responsibilities

Personal Effectiveness

Accountable for service delivery through own efforts.

Individually accountable for managing own time, tasks, and output quality

Making increased contributions by broadening individual skills

Collaborating effectively with others to achieve personal results

Accepting and living by the company values.

Investment Analysis

Researching, analyzing, and providing relevant information.

Analyzing the position of listed and unlisted companies within the investment universe.

Projecting short and long-term macroeconomic forecasts for factors such as GDP, inflation, and interest rates, as well as industry and company specific financial projections, with clearly identifiable performance drivers.

Investment Recommendation

Making recommendations regarding investment attractiveness of equities and fixed income securities

Transferring relatively complex information to diverse audiences.

Key Competencies

Technical knowledge in Investment

Decision Making

Planning & Organizing

Analytical Skills

Ownership & Commitment

Highly Numerate


Bachelor’s degree in Finance/ Investments

CFA Qualification will be an added advantage

Relevant Experience

Minimum of 3 years’ work experience in financial modelling and investment analysis

How To Apply

If you are qualified and seeking an exciting new challenge, please apply via [email protected] quoting the Job Reference Number and Position.


Only shortlisted candidates will be contacted.

Apply for this Job Now

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