Offered Salary :

Senior Investment Analyst at Jubilee Insurance

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Job Description

Job Ref. No: JLIL132

Role Purpose

The senior 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 also 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.

Reporting & Relationship Management

  • Responsible for reporting to the management investment committee while incorporating economic and market overviews, portfolio valuation, performance, and strategy for the following quarter.
  • Preparing strategy papers, investment recommendations and reports to the Board, CEO, and Investment Committee.
  • Actively manage relationships with the fund manager and other market participants.
  • Annual review of the investment policy statements of the funds as well as development of investment policies for new products.

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

Method of Application

If you are qualified and seeking an exciting new challenge, please apply via quoting the Job Reference Number and Position by 8 th May 2023.

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