Senior Analyst

NCBA Group is a financial institution founded in 2019, operating in the banking and financial services sector.

The Research Analyst at NCBA Group is responsible for performing in-depth fundamental and technical analysis across diverse asset classes and investment products, utilizing available tools. This includes conducting primary macro-economic research, particularly as it pertains to these asset classes, and formulating recommendations for both retail and institutional investors to guide their investment decisions. The role also involves maintaining a corporate action diary, building and maintaining valuation models, analyzing financial information for economic and industry forecasts, and engaging with senior management of listed entities to ensure insightful reports.

1. Maintain a corporate action diary for quoted and unquoted companies.
2. Develop and manage valuation models for listed and unlisted entities.
3. Analyze financial information to forecast economic and industry conditions for investment decisions.
4. Conduct fundamental analysis on listed equity securities.
5. Initiate and maintain fixed income analysis.
6. Engage with senior management of listed entities to ensure reports are insightful and current.
7. Conduct investor conference calls to discuss and market reports, generating revenue.
8. Ensure the quality and acceptability of research products.
9. Ensure all research complies with internal and external rules, regulations, policies, and procedures.
10. Communicate critical information to management promptly and effectively, adhering to company, NSE, and CMA procedures.
11. Meet customer service standards and research report turnaround times.
12. Resolve customer complaints efficiently.
13. Take responsibility for personal training, both formal and on-the-job.
14. Comply with ICIFA annual training requirements.
15. Achieve at least 40 hours of training annually.

1. Bachelor’s degree in Business, Finance, Economics, Mathematics, or a related field from a recognized University.
2. CISI II certification.
3. ICIFA associate membership.
4. Proficiency in MS Office applications.
5. Knowledgeable in the use of Bloomberg.
6. At least 2 years of experience as a research analyst in investment banking or asset management.
7. Broad knowledge of the Financial Markets.