36 Financial Institutions jobs in Kenya

Investment Analyst - Financial Institutions Group.
Job #: req34266

Organization: IFC

Sector: Investment

Grade: GE

Term Duration: 3 years 0 months

Recruitment Type: Local Recruitment

Location: Nairobi,Kenya

Required Language(s): English

Preferred Language(s): English and French

Closing Date: 9/22/2025 (MM/DD/YYY) at 11:59pm UTC

Description
Build a career with impact. Working at the World Bank Group (WBG) provides a unique opportunity to help countries solve their greatest development challenges. As one of the largest sources of funding and knowledge for developing countries, the WBG is a unique partnership of five global institutions dedicated to ending poverty, increasing shared prosperity, and promoting sustainable development. With 189 member countries and more than 120 offices worldwide, the WBG works with public and private sector partners, investing in groundbreaking projects and using data, research, and technology to develop solutions to the most urgent global challenges.

The International Finance Corporation (IFC), a member of the World Bank Group, is the largest global development institution focused on the private sector in emerging markets. We work in more than 100 countries, using our capital, expertise, and influence to create markets and opportunities in developing countries. In fiscal year 2025, IFC committed a record $71.7 billion to private companies and financial institutions in developing countries, leveraging private sector solutions, and mobilizing private capital to create a world free of poverty on a livable planet. For more information, visit

The Financial Institutions Group team is recruiting an Investment Analyst on a Development Assignment for 12 months to work closely with IFC's Investment Officers, who are responsible for the origination, structuring, negotiation, and execution of investment projects as well as portfolio management. This role will specifically provide support on transactions and portfolio in the Financial Institutions Group.

This position will be based in Nairobi, Kenya and will be effective from October 1, 2025.

Duties & Accountabilities

• Conduct market and industry research and analysis.
• Participate in all aspects of IFC's project processing cycle from project development to disbursement.
• Conduct financial statement analysis, financial modeling, DCF, and comparable company analysis to support informed decision making.
• Distill and summarize large amounts of information from various sources to prepare business documents and presentations.
• Analyze and synthesize debt pricing benchmarks and equity trading comparables .
• Identify data collection needs to support the assessment of financial, operational, development impact, and market information as well as relevant ES&G matters.
• Coordinate closely with environmental and social colleagues to ensure the maintenance of high environmental and social standards in IFC's investment.
• Coordinate with the client to obtain needed information.
• Participate in investment negotiations.
• Supervise investments in portfolio companies.
• Collaborate efficiently with a range of industry and regional IFC colleagues.

Selection Criteria

• Bachelor's or equivalent degree.
• At least 2 years of work experience with the Financial Institutions Group Upstream or Investment and understanding of financial markets.
• Fully understands the financial aspects of investment transactions, including how to conduct market analysis and determine financial soundness of company or project opportunity.
• Ability to develop financial models.
• Ability to conduct market and industry research and analysis.
• Strong attention to detail and diligence in the quality of one's own work.
• Able to utilize graphics and tables to effectively and creatively present data.
• Highly motivated, committed to the highest ethical standard, team-focused attitude, keen sense of accountability and capacity to work effectively in a multi-disciplinary and multi-cultural environment with minimal supervision and under tight deadlines.
• Ability to communicate clearly and concisely both orally and in writing.
• Keen interest in development finance and working multicultural environment.
• Fluency in English required, proficiency in French is a plus.

WBG Culture Attributes

• Sense of Urgency – Anticipating and quickly reacting to the needs of internal and external stakeholders.
• Thoughtful Risk Taking – Taking informed and thoughtful risks and making courageous decisions to push boundaries for greater impact.
• Empowerment and Accountability – Engaging with others in an empowered and accountable manner for impactful results.

World Bank Group Core Competencies

The World Bank Group offers comprehensive benefits, including a retirement plan; medical, life and disability insurance; and paid leave, including parental leave, as well as reasonable accommodations for individuals with disabilities.

We are proud to be an equal opportunity and inclusive employer with a dedicated and committed workforce, and do not discriminate based on gender, gender identity, religion, race, ethnicity, sexual orientation, or disability.

Learn more about working at the
World Bank
and
IFC
, including our values and inspiring stories.

Key Responsibilities:

• Support to senior staff members in the comprehensive credit risk analysis of financial institutions across assigned countries in Maghreb and Francophone Africa.
• Participate in on-and off-site due diligences of investment counterparties to identify and assess key credit risks.
• Analysis of financial statements and other financial and non-financial information available on potential and existing partner financial institutions.
• Draft/write concise and credible credit risk opinions to be reviewed by senior staff members and provided to decision makers. Such opinions should contain defined key risks, respective mitigants if identified, and overall risk evaluation from the credit perspective.
• Perform regular and ad hoc internal ratings for the assigned portfolio/financial institutions and outstanding exposures.
• Perform regular risk monitoring of the outstanding debt investments in financial institutions as well as assigned countries of operations, proactively identifying early warning signals and proposing credit mitigation strategies and actions.
• Analyze and understand regulatory and resolution regimes for financial institutions in different jurisdictions (e.g. instrument-specific risk analysis for banks' Tier-2 debt instruments).
• Stay updated on key market, industry, regulatory, and macroeconomic developments in assigned countries of operation.
• Support in preparing concise and comprehensive risk-related communications and presentations to management and other key stakeholders, both internal and external.
• Support in development and update of risk management policies, procedures and tools/methodologies.

What we expect:

• University degree in economics, finance or business administration.
• Good understanding of core macroeconomic processes and indicators.
• Demonstrated skills in financial analysis and financial modelling. Good understanding of applicable accounting standards.
• Relevant professional experience (min. 2-3 years) in banking and finance, preferably in credit risk management.
• Knowledge/experience in Maghreb and/or Francophone African countries, understanding of macroeconomic, regulatory and political aspects is considered a strong advantage.
• Excellent English skills (working language) and professional working proficiency in French are mandatory.
• Good MS Office skills with excellent Excel skills.
• Self-starter with attention to detail, analytical mindset and ability to work under pressure and meet tight deadlines.
• Team player, open and engaging communication style and refined inter-personal skills.
• Willingness and ability to travel to countries of Finance in Motion's operations in Maghreb and Francophone African countries as necessary.
• Demonstrable commitment to Finance in Motion´s vision/mission.

What you can expect:

• An agile, widely diverse international working environment with employees of 68 nationalities that is keenly interested in making a positive difference through their work and who share a collaborative, can-do spirit.
• A job that allows you to fully utilize and expand your skills within an innovative, hands-on company culture.
• A purpose-driven, performance-oriented company that rewards above-average results.
• An organization dedicated to providing effective training and upskilling to its employees.
• A company that offers a flexible and amicable work environment, placing a high value on work-life balance.

We, a team of over 300 dedicated professionals across 16 regional offices worldwide, are committed to advancing sustainable development through pioneering finance solutions. If you relish tackling complex challenges hands-on and crave an adaptable and motivating work environment, we're eager to connect with you.

Company Description

Lulek Capital Management Ltd offers comprehensive investment and insurance services with a deep commitment to helping individuals and businesses achieve their financial goals. The company blends expertise, innovation, and personalization to deliver exceptional value. With a mission to empower clients with the knowledge and solutions needed to build and protect their financial futures, Lulek Capital offers a range of investment products and strategies, including retirement planning and wealth management. Additionally, the company provides insurance solutions encompassing life, health, and property insurance to safeguard what matters most to clients.

Role Description

This is a full-time on-site role for a Financial Services Advisor located in Nairobi County, Kenya. The Financial Services Advisor will be responsible for providing financial planning, retirement planning, and investment advisory services to clients. Key tasks include analyzing clients' financial situations, offering financial advice, developing personalized financial strategies, and managing investment portfolios. The advisor will also be responsible for maintaining client relationships, conducting regular reviews, and staying updated on financial market trends and products.

Qualifications

• Expertise in Financial Planning and Retirement Planning
• Strong background in Finance and Investments
• Experience in providing Financial Advisory services
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Relevant certifications such as CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are a plus
• Bachelor's degree in Finance, Economics, Business Administration, or a related field
• Experience in the financial services industry is highly desirable

• Develop and execute annual audit plans, identifying key risk areas within the financial services operations.
• Conduct detailed risk assessments and internal control evaluations across various departments and processes.
• Plan, manage, and execute financial, operational, and compliance audits in accordance with professional standards.
• Examine accounting records, financial statements, and internal control systems to identify weaknesses or inefficiencies.
• Document audit procedures, findings, and recommendations clearly and concisely.
• Prepare comprehensive audit reports for senior management and the audit committee, highlighting key risks and control deficiencies.
• Follow up on audit findings to ensure that management implements corrective actions effectively and in a timely manner.
• Stay updated on industry best practices, regulatory changes, and emerging risks in the financial services sector.
• Build and maintain strong working relationships with stakeholders across the organization.
• Provide guidance and mentorship to junior audit staff.

• Bachelor's degree in Accounting, Finance, or a related field. Professional certifications such as CPA, ACCA, CIA, or CISA are highly preferred.
• Minimum of 6 years of experience in internal audit, external audit, or risk management, with a significant focus on the financial services industry.
• Strong understanding of accounting principles (e.g., IFRS), auditing standards, and risk-based audit methodologies.
• Proven experience in identifying and assessing financial, operational, and compliance risks.
• Excellent analytical, critical thinking, and problem-solving skills.
• Proficiency in data analysis tools and audit management software.
• Exceptional written and verbal communication skills, with the ability to articulate complex findings effectively.
• High level of integrity, objectivity, and professional skepticism.
• Demonstrated ability to work independently, manage multiple audit projects simultaneously, and meet deadlines in a remote work environment.
• Strong interpersonal skills to effectively engage with management and staff at all levels.

• Lead and manage client engagements within the financial services industry, focusing on areas such as strategy, digital transformation, risk management, regulatory compliance, and operational efficiency.
• Conduct thorough market research, data analysis, and diagnostic assessments to identify client challenges and opportunities.
• Develop strategic recommendations and actionable implementation plans tailored to the unique needs of financial institutions.
• Facilitate workshops, interviews, and client meetings (virtually and/or in-person as needed) to gather insights and build consensus.
• Prepare high-quality deliverables, including reports, presentations, and proposals.
• Mentor and guide junior consultants, fostering their professional development.
• Stay abreast of industry trends, emerging technologies, and regulatory changes impacting the financial services sector.
• Contribute to the development of our client's intellectual capital and thought leadership.
• Manage project timelines, budgets, and resources effectively.
• Build and maintain strong client relationships, acting as a trusted advisor.

• Master's degree in Business Administration, Finance, Economics, or a related field.
• Minimum of 6 years of experience in management consulting or within the financial services industry, with a strong consulting track record.
• Deep understanding of the financial services landscape, including banking, insurance, and capital markets.
• Proven expertise in areas such as strategy development, digital transformation, operational improvement, or risk and compliance.
• Exceptional analytical, problem-solving, and strategic thinking abilities.
• Outstanding communication, presentation, and interpersonal skills, with the ability to influence senior stakeholders.
• Experience working in a remote or hybrid capacity, demonstrating excellent self-discipline and collaboration skills.
• Proficiency in data analysis and financial modeling.
• Ability to travel occasionally as required by client engagements.

• Develop and implement comprehensive compliance policies and procedures.
• Conduct regular risk assessments and internal audits to ensure regulatory adherence.
• Monitor and interpret changes in financial regulations and advise management accordingly.
• Oversee AML and KYC processes, ensuring robust controls are in place.
• Investigate potential compliance violations and recommend corrective actions.
• Develop and deliver compliance training programs to employees.
• Prepare and submit required reports to regulatory bodies.
• Liaise with internal and external auditors and regulatory agencies.
• Maintain up-to-date knowledge of relevant laws and industry best practices.
• Promote a strong culture of compliance throughout the organization.

• Bachelor's degree in Law, Finance, Business Administration, or a related field.
• Master's degree or relevant professional certification (e.g., CAMS, CRCM) is highly desirable.
• Minimum of 6 years of experience in compliance, legal, or risk management within the financial services industry.
• In-depth knowledge of banking regulations, AML/KYC requirements, and data privacy laws.
• Strong analytical, investigative, and problem-solving skills.
• Excellent written and verbal communication abilities.
• Proficiency in compliance management software and tools.
• High level of integrity and ethical conduct.
• Ability to work independently and manage multiple priorities in a remote setting.