1. Conducting portfolio analysis to make recommendations regarding asset allocation and House View guidance for adoption by the investment committee.2. Developing financial models, conducting independent business valuations, and maintaining and updating the company’s research library.3. Conducting strategic analysis of the market, market segment, and regional/country trends.4. Originating capital markets research reports in support of client investment ideas.5. Monitoring Securities market performance and interpreting financial reports as necessary.6. Analyzing and synthesizing financial and operating information about companies and sectors in order to gain insights and develop opportunities for clients.7. Compiling client investment reports in liaison with the Portfolio Managers.

The main tasks were under The Kenya Pension Funds Investment Consortium (KEPFIC) Secretariat which included:• Research: Conduct research, monitor, and analyze information around potential infrastructure opportunities in East Africa to produce analysis and forecasts of asset type and economic conditions for use in building the capacity of The Kenya Pension Funds Investment Consortium (KEPFIC) members.• Investment pipeline development: Actively contributing to the investment process covering: i. Deal screening and initial due diligence ii. Qualitative and quantitative analysis iii. Development of project and investment summary iv. Submission of investment summaries• Capital Sourcing & Arrangement: Further developing the firm’s investment capital networks with local and international commercial and development banks, insurance companies, pension funds, and asset managers. • Financial Structuring: Development of innovative and bespoke financing structures and capital solutions to meet client project requirements.

1. Conducting fundamental company & investment opportunity research and analysis in Equities & Fixed Income.2. Financial modelling and data analysis.3. Analyzing historical and projected financial statements & investment data.4. Authoring original investments research.5. Preparing written reports and verbal presentations.6. Conducting country, industry and capital markets research.7. Participating in the evaluation, formulation and implementation of investment strategies.

Preparation of Invoices. Handling of petty cash. In charge of all payment. Stock taking. Tax remittances.