Senior Investment Associate

Minimum Qualifications

• Bachelor’s degree in Financial Economics, Financial Engineering, Finance, Actuarial Science, or related background.
  
• Possess professional qualification (CFA, ACCA, CAIA, CQF, CPA).
  
• Good analytical and quantitative reasoning.
  
• Relevant 3 years’ work experience in an investment management environment.
  
• Strong organizational and time management skills-ability to adhere to deadlines, multi-task and be able to prioritize.
  
• Entrepreneurial spirit with demonstrated creativity & innovation in business.
  

Minimum Qualifications

• Bachelor’s degree in Financial Economics, Financial Engineering, Finance, Actuarial Science, or related background.
  
• Possess professional qualification (CFA, ACCA, CAIA, CQF, CPA).
  
• Good analytical and quantitative reasoning.
  
• Relevant 3 years’ work experience in an investment management environment.
  
• Strong organizational and time management skills-ability to adhere to deadlines, multi-task and be able to prioritize.
  
• Entrepreneurial spirit with demonstrated creativity & innovation in business.
  

1. Direct AUM mobilization:

• Identify and profile target institutional clients to gain an understanding of their investment strategy across frontier and emerging markets .
  
• Prepare investment proposals and provide supporting investment – related material to be used by the sales team in pitching to institutional clients .
  
• Prepare goal - based financial plans to address needs such as education, lifestyle, home ownership, retirement etc. for individual clients .
  

2. Content Generation:

• Brand visibility: prepare weekly, monthly, and quarterly publications for circulation to our target clients covering topics such as market performance, asset class performance and various macroeconomic events/ indicators across Africa.
  
• Video content: prepare and package investment -related material for generation of video content to be used in promoting brand visibility .
  
• Investment advisory: package investment deals identified by the investment team for circulation to our target clients with an aim of triggering funding .
  
• Other content: prepare investment related marketing collateral to be used by the marketing team during events such as investor clinics, investment brochures.
  

3. Client Servicing

• Prepare and present macroeconomic outlook and investment pe r formance reports for our institutional clients.
  

4. Risk and Compliance

• Work with investment manager, risk, legal and operations teams to monitor investment guideline compliance .
  
• Adhere and remain up to date on regulatory developments covering capital markets across Africa .