At ICEA LION, our overarching vision is to be the leading Pan African provider of insurance and financial services.

STANLIB is a leading fund manager in the region and has an unparalleled track record in terms of services and performance over the years, and seeks to be recognized as East Africa’s premier Investment Manager, dedicated to the advancement of wealth management through the provision of excellent products, efficient service, and customer satisfaction. Responsibilities• Managed the investment life cycle of institutional defined contribution and benefit retirement funds across East Africa.• Formed asset allocation recommendations based on client input, risk tolerance, goals, and understanding.• Identified market events and trends, monitor and update investments on a regular basis.• Performed periodic investment reviews, generating reports and presenting the results to CIO.• Built and maintained strong relationships with existing and prospective clients.• Communicate the Investment Management philosophy, vision, process and delivery to team members, clients and prospects.• Monitor clients’ compliance with Investment Policy Statements and Regulatory Investment Guidelines.• Outlined specific investment philosophies to clients and analysts for portfolio selection.• Track ongoing performance against the benchmark on a risk-adjusted basis and handled all portfolio activity.• Guide and mentor a team of Analysts.• Generate pitch materials and supporting the business development team.

Responsibilities • Fully supported investment process including helping identify and manage pipeline sources, screening opportunities, assisting in due diligence, and writing investment recommendation reports.• Produced original investment research to screen investment opportunities within the East Africa region.• Engaged in research and monitoring of all companies and industries in the portfolio as well as comparable companies.• Understood the economic drivers that will determine the valuation of investments.• Prepared for and attend sourcing, approval, and monitoring investment committee meetings.• Established attractive sectors, regions, and companies to invest depending on the business and economic cycles and analyzed the quality of potential investee companies’ earnings.• Constructed quantitative models and tools that allow complex analyses to be scalable.• Built relationships with the sell-side analyst community.• Prepared periodical commentary to be distributed to clients and prospects.

Responsibilities • Suggested potential and attractive investment ideas to Portfolio Team.• Completed special projects as assigned by the CIO and Investment Managers.• Constructed detailed financial statements and models on individual securities.• Carried out financial analysis of investment opportunities with a primary focus on discounted cash flows analysis.• Engaged with and interviewed senior management teams of listed companies, and made company visits and attended industry conferences.

Responsibilities• Generated and maintained company earnings estimate and financial models.• Supported Analyst/Research team on all elements of investment research.• Write up of the weekly and monthly reports for clients.• Assisted with routine and ad hoc investment reporting.• Lead weekly Portfolio team roundtable discussions.• Prepared specific company and industry theme reports.

Responsibilities • Assisted analysts in conducting the fundamental analysis of different sectors/companies and prepared research reports. • Engaged in research and analysis to support portfolio management.• Assisted Investment Managers in dealing with equity stocks.• Assisted Investment Managers on assigned duties.