Analyst Investment/Dealer at Standard Bank Group

1 month ago


Nairobi, Kenya Standard Bank Group Full time

Standard Bank Group is the largest African banking group by assets offering a full range of banking and related financial services. "Africa is our home, we drive her growth” Our vision is to be the leading financial services organisation in, for and across Africa, delivering exceptional client experiences and superior value

Job Purpose:
To undertake both financial & non-financial research and report on prospective investment and existing issuers and counter parties by studying how an investment is likely to perform and how sustainable it is. The role holder will be responsible for sourcing and dealing of all investment transactions and participate in the organization’s sound portfolio-management strategy by providing the necessary data for decision-making process and client fulfilment. This includes providing economic research (Global & Local), valuation analysis on listed companies and alternative Investments, credit analysis on counter parties and facilitating the buying and selling of financial securities on behalf of business. In addition, the role holder will assist on counterparties and asset allocation compliance monitoring by ensuring placements and Fund asset allocations are within internal and regulatory limits.
Outputs:

Undertake analysis of selected collective investment schemes - full and half-yearly reviews.
Counterparties half and full year reviews.
Monitor and update the team on the secondary market activities and offerings, global and local economy and general company news of interest
Prepare reports for Investment Committee meetings and fund management department monthly meetings.
Prepare investment reports for trustees.
Provide analysis on fund performance.
Assist with management of client portfolios.
Assist in the preparation and publishing of the fund’s fact sheets.
Assist with response to clients’ queries and inquiries.
Assist with proper filing and record-keeping of all correspondence in the fund management department.
Work closely with individual investors, institutional clients, and corporate entities to execute trades.
Provide investment advice to Portfolio Managers and Investment Committee by virtue of being in contact with the market and assist in managing portfolios.
Execute trades on various financial markets, including stocks, bonds, commodities, and derivatives, ensuring timely and accurate order placement.
Negotiate with market participants on competitive pricing.
Work closely with Operations and Custody to ensure settlement on trades.
Stay informed about market developments, economic indicators, and industry trends to provide informed investment recommendations.
Assist Portfolio Managers in fund liquidity monitoring by working closely with Operations and Custody to ensure system information is up to date.
Educate stakeholders about various investment products.
Assess and mitigate risks associated with investment activities, ensuring the preservation of Fund capital and adherence to risk management guidelines.
Regulatory reporting including to Capital Markets Authority and Retirement Benefits Authority (where applicable) vide online portals and physical reports.
Any other duties as may be assigned from time to time within the job profile.
Maintain an adequate control environment and operational procedures to prevent loss from non-adherence to controls.
Make sure you are aware of and comply with data confidentiality requirements.
Make sure all general legal and regulatory requirements relating to specific activity are complied with.
Ensure all information is handled appropriately where necessary exposure to information which may be confidential or sensitive should be notified to Compliance.
Be aware of and comply with Group policy, local laws and Regulators relating to the prevention of Money Laundering and Terrorist Financing including Treating Customers Fairly(TCF) requirements.
Regulatory & Business conduct. This includes the responsibility for the conduct of individual in sales by ensuring behaviours set out in the Group Code of Conduct are followed and that the business/country/function achieves the outcomes set out in the Principles and Pillars.
Take personal responsibility for understanding the risk and compliance requirements of the role. Understand and comply with, in letter and spirit, all applicable laws and regulations, including those governing anti-money laundering, terrorist financing and sanctions; the Group’s policies and procedures; and the Group Code of Conduct. Effectively and collaboratively identify, escalate, mitigate and resolve risk and compliance matters.
Embed the Group’s values and code of conduct to ensure that adherence with the highest standards of ethics and compliance with relevant policies, process and regulations among employees form part of the culture.

Qualifications
Minimum Qualifications

Type of Qualification: Post Graduate Degree
Field of Study: Business Commerce

Experience Required
Investment Management

Broad understanding of financial market securities
Knowledge of Asset Management Applications
Minimum 5-7 years' experience in securities industry or investment banking – asset management/research experience preferable

Additional Information

Behavioral Competencies:

Adopting Practical Approaches
Articulating Information
Challenging Ideas
Checking Details
Conveying Self-Confidence
Developing Expertise
Embracing Change
Examining Information
Generating Ideas
Inviting Feedback
Meeting Timescales
Taking Action

Technical Competencies:

Economic Analysis
International Market Knowledge
Performance Benchmarking
Product Development
Quantitative Analysis
Research



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