Private Wealth Financial Advisor Jobs in Kenya
Private Wealth Financial Advisor Jobs in Kenya
Our client, one of East Africa’s most profitable listed companies is seeking to hire a Private Wealth Financial Advisor to support the development of the investment pipeline by contributing to sourcing, screening and due-diligence on new investment opportunities and monitoring/appraising current investments; with the aim of coming up with investment recommendations that will contribute to generating target returns by asset class.
Principal Accountabilities:
Executing the day to day elements of the investment process, including screening, evaluating, performing due diligence on, structuring, monitoring, and exiting investments. This will see the analyst develop a fundamental catalyst- focused research effort, focusing on original research and direct contact with company management teams and industry sources in the hunt for ideas that will yield the highest, risk-adjusted returns
Perform deep, model-intensive research within assigned industry/sector to understand competitive landscape, industry trends and sector dynamics
Screening for and appraising new investment opportunities, as well as conducting comprehensive desktop research in targeted geographies and industries/sectors within a fundamental, value-based investment framework
Conducting channel-checks and field research to create/validate assumptions
Maintain an investment pipeline for sector under coverage
Intensive financial modeling, proprietary research, and presentation of best ideas at Deal-No Deal meetings, drafting investment memoranda
Maintain a list of top 5 best ideas
Monitor portfolio positions, assist in the development of consensus opinion regarding those positions, and monitor changes in investor sentiment.
Detailed oversight of assigned coverage universe, including maintaining detailed models, incorporating changes to company guidance, “street” expectations, exogenous events impacting stocks, etc., understanding fundamentals and impact to earnings, and, ultimately, recommending investment actions to the investment manager including guiding to exit
Developing relationships and working closely with the management teams of portfolio companies, as well as cultivating relationships with key industry players in listed and non-listed space
Develop relationships with sell-side analysts to stay current on consensus view.
Develop relationships with members of management teams in coverage universe to guarantee high-level, regular access
Build and maintain relevant screens/comparables -sheets, databases, and make changes to those spreadsheets as appropriate
Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different environments and potential M&A transactions
Perform valuation analyses using various methodologies including discounted cash flow, leveraged buyout, public comparables and transaction comparables
Work with investment manager, risk, legal and operations teams to monitor investment guideline compliance
Perform technical research and presenting findings on regulatory developments covering capital markets, taxation, etc, and related analytics relevant to portfolio investment strategy
Gain fluency and a thorough understanding of navigating and extracting data from APX and Bloomberg
Requirements
Bachelor’s degree in Financial Economics, Financial Engineering, Finance, Actuarial Science or related (an aptitude for numbers is a must for candidates with a non- finance background)
Enrolled in or pursuing a related professional course and/or exam (CFA, ACCA, CAIA, CQF)
Fluency in Excel spreadsheets
How to Apply
Kindly send your summarized 3 page CV and motivation letter detailing your experience, qualification and desire for the job to ckerubo@racg.co.ke copy to recruitment@racg.co.ke by 2nd October 2019, clearly indicating the job title as the subject.
While we thank all applicants, only shortlisted candidates will be contacted.
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