Responsibilities:

• Oversee activities in Investment Research Department, ensuring the prompt publication of periodic reports, macro-economic reports, and market-related news; and initiating coverage on quoted companies;
• Engage in the publication of special reports based on market developments as well as tactical investment ideas aimed at supporting the efforts of the sales team;
• Oversee the publication of the macroeconomic outlook as well as investment themes aimed at guiding investment decisions of major stakeholders;
• Oversee the development, review, and updating of innovative stock screening templates in order to facilitate the valuation and ranking/rating of companies according to their relative financial performance in order to facilitate analyses and investment decisions on their respective stocks
• Develop equities index for tracking portfolio performance
• Develop three-piece financial models for the purpose of deriving financial forecasts and valuation of companies (quoted, unquoted, and start-ups)
• Regularly review securities recommendations
• Participate in Management meetings, and Management Committee by membership or invitation
• Participate in the preparation of performance reports for Board/ Board Committees
• Prepare reports on the performance of the organization’s investments to the Investment Committee
• Liaise with internal clients and external stakeholders such as PFAs, media houses, and business journalists amongst others
• Other roles/tasks as assigned by your Supervisor/Executive Management from time to time.

Requirements:

• First Degree with a minimum of Second-class lower Grade in relevant field.
• Membership in a relevant professional body will be an added advantage
• A minimum of five years’ work experience in the financial services industry
• At least three years of the five years must have been in investment research
• Analytical Skills
• Writing Skills
• Excel Skills
• Presentation Skills
• Communication Skills
• Modeling/forecasting skills