Role Overview

The Senior Research Analyst will be responsible for undertaking thorough macro-economic analysis that forms the basis of asset allocation, as well as industry & security analysis with a view to coming up with objective recommendations. In addition, responsibility to supervise & mentor research analysts & interns attached to the firm.

Key Responsibilities

•  Conduct comprehensive global and Kenyan macroeconomic analysis to guide asset allocation strategies.
• Analyze sectoral trends to identify outperforming industries across economic cycles.
• Perform detailed company analysis for equity investments, incorporating macroeconomic factors, industry trends, historical performance, risk assessments, projections, and valuations.
• Develop and present daily, weekly, and monthly analyst reports to the clients, covering economic trends, equity markets, and fixed income outlook.
• Advise the Investment Committee on fixed income opportunities, with recommendations based on creditworthiness, inflation trends, and interest rate risk.
• Monitor offshore markets and provide strategic insights.
• Contribute to the formulation of client investment strategies and quarterly reports.
• Conduct due diligence, including site visits to listed companies.
• Maintain up-to-date financial reports for all listed companies (5-year history).
• Build and manage valuation models for fixed income, equities, and alternative asset classes such as ETFS.
• Archive key Central Bank of Kenya publications and essential government documents (e.g., budget, economic survey, CPI).
• Maintain a database tracking global economic indicator—GDP, inflation, interest rates, and major market indices.
•  Compile data on bond market activities, including yield curve trends.
•  Collaborate with industry counterparts for data gathering purposes.
•  Track stock performance data, including performance attribution.
• Maintain a corporate action diary and coordinate attendance at Investor briefings, AGMs and EGMs.
• Design templates and frameworks for client quarterly investment reports.
• Lead the preparation of research sections in response to RFPs.
• Coordinate the production of Kingdom Securities’ Daily, Weekly, Quarterly Economic & Market Report.
• Draft press releases and organize media briefings on investment and economic matters.
• Manage team schedules and ensure optimal use of analysts’ time.
• Uphold strict client confidentiality and serve as a liaison between analysts and external stakeholders.
• Maintain an organized filing system for team research and publications.
• Conduct quarterly appraisals and mentor junior research staff.

Qualifications & Experience

• Bachelor’s degree in Finance, Economics, Business, or a related field.
• CFA (or progress toward CFA) ICIFA, or equivalent professional qualifications.
• Minimum of 5 years’ experience in research within banking, finance, or investment environments.
•  Proficiency in MS Word, Excel (including macros), and PowerPoint; ability to create financial models, charts, and data visualizations.
• Familiarity with database modeling and capacity to adapt to in-house systems and non-Windows platforms.
• Strong grasp of financial statements and accounting ratios, with solid modeling and analytical capabilities.
• Demonstrated interest in capital markets and investment research.
• Strong academic track record and proven numerical and analytical aptitude.
• Excellent written and verbal communication skills in English.
• Confident presentation and interview skills; ability to engage effectively at all levels.
• Demonstrated capacity for independent, objective thinking.