103 Investment Analyst jobs in Nairobi

Purpose
The Job holder will assist the AGM Investment Advisor – Wealth Management to enhance business growth, drive initiatives that increase client value and income for the unit.

Key Responsibilities

• Origination of advisory transactions.
• Assist in the evaluation and processing of new investments for clients.
• Liaising with the AGM Investment Advisor – Wealth Management and the team to ensure successful execution of client transactions.
• Assist in the preparation of investment strategies, annual plans and policies.
• Support in the communication of the wealth management philosophies, vision, process and delivery to team members, clients and prospective clients.
• Increase the visibility of the investment process both internally to investment partners and externally to clients, prospects and centre of influence.
• Develop, recommend and execute the investment objectives, risk tolerance and strategies for the client portfolio.
• Oversee settlement and portfolio reporting.
• Develop the Investment Policy Statement for clients and prospects.
• Prepare commentaries to be distributed to clients.
• Conduct and prepare due diligence reports for off-shore funds and managers for distribution internally and externally.
• Coordinating teams of professionals including accountants and lawyers as necessary for target transactions.
• Liaise with strategic partners in the execution of client transactions.
• Oversee the development and training of the team and manage time constraints and deadlines while ensuring a high level of quality on all transactions.
• Assist in any other administrative related assignments within the Company.
• Perform other job – related duties or special projects as assigned.

Basic Qualifications

• Bachelors' degree in Economics, Finance or Business or related field
• Achievement of all CMA qualification requirements including the CISI exam requirements.
• Minimum of 5 years' experience in Wealth Management and or Investment Banking.
• Demonstrated experience in wealth management theory, associated investment strategies and instruments and characteristics of various marketplaces.
• Ability to prepare client and new business presentation material, including strong working knowledge of spreadsheet and presentation software.

Skills And Attributes

• Exceptional analytical and quantitative background.
• Excellent written and verbal communication skills and solid research skills.
• Ability to find and contact potential clients, with ability to build (or utilize existing) extensive network of potential clients and referral sources.
• Outstanding interpersonal skills and ability to work across functions and levels of seniority.
• Initiative - must be a self-starter, able to work independently with drive and motivation.
• Prior experience in investment banking / wealth management and/or knowledge of the process and client expectations.

If you believe you meet the above requirements log onto our

and click on careers and apply for the position. Your application should reach us as soon as possible but not later than 1st September 2025.

• Conduct comprehensive financial analysis of public and private companies.
• Develop sophisticated financial models to forecast performance and value securities.
• Perform valuation analysis using various methodologies (e.g., DCF, comparable company analysis).
• Research macroeconomic trends, industry dynamics, and market developments.
• Prepare detailed investment reports and present findings and recommendations to the investment committee.
• Monitor and analyze the performance of existing investments and portfolios.
• Identify potential investment risks and opportunities.
• Stay abreast of regulatory changes and market best practices in investment management.
• Collaborate with portfolio managers and traders to execute investment strategies.
• Maintain relationships with industry contacts and research providers.

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field. MBA or CFA designation is highly desirable.
• Minimum of 7 years of experience in investment analysis, portfolio management, or equity research.
• Proven experience in financial modeling, valuation, and due diligence.
• Deep understanding of financial markets, investment instruments, and corporate finance.
• Strong analytical, quantitative, and critical thinking skills.
• Excellent written and verbal communication skills, with the ability to present complex information clearly.
• Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and analytical software.
• High ethical standards and a strong commitment to compliance.
• Ability to work independently and manage multiple projects effectively in a remote setting.
• Demonstrated ability to work collaboratively within a team.

• Conduct comprehensive financial analysis of companies, industries, and macroeconomic trends to identify investment opportunities.
• Develop and present detailed investment recommendations, including valuations, risk assessments, and projected returns.
• Monitor the performance of existing investments and the broader financial markets, providing timely updates and adjustments to strategy.
• Utilize advanced financial modeling techniques to forecast financial performance and assess potential risks.
• Research and analyze various asset classes, including equities, fixed income, derivatives, and alternative investments.
• Collaborate with portfolio managers and other investment professionals to shape investment strategies.
• Prepare reports, presentations, and memos for internal stakeholders and clients.
• Stay abreast of regulatory changes, market developments, and emerging investment strategies.
• Maintain a deep understanding of economic indicators and their potential impact on investment portfolios.
• Ensure compliance with all relevant financial regulations and company policies.
• Mentor junior analysts and contribute to the team's intellectual capital.

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field; Master's degree or CFA charter is highly desirable.
• Minimum of 7 years of experience in investment analysis, portfolio management, or a related role within the financial services industry.
• Proven ability to conduct rigorous financial modeling, valuation, and due diligence.
• In-depth knowledge of financial markets, investment instruments, and economic principles.
• Excellent quantitative, analytical, and problem-solving skills.
• Proficiency in financial databases (e.g., Bloomberg, Refinitiv) and analytical software.
• Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• Strong ethical standards and commitment to professional integrity.
• Ability to work independently and effectively in a fully remote team environment.
• Demonstrated experience in managing and analyzing diverse investment portfolios.

About Us

We are a Sustainability firm dedicated to unlocking growth opportunities for businesses that drive inclusive and sustainable development. Our focus is on businesses that deliver measurable financial returns alongside social and environmental impact.

Through capital investments, capacity building, and technical assistance, we partner with mission-aligned investors, development partners, and ecosystem enablers to strengthen the sector across Africa

We are seeking a
high-caliber Investment Analyst
to join our team. The ideal candidate is an analytically strong, detail-oriented professional who is passionate about business growth, impact investing, and translating data-driven insights into sound investment decisions.

Key Responsibilities

1. Investor Readiness & Technical Assistance

2. Work directly with businesses to strengthen their investor readiness through financial modeling, governance, and reporting support.

3. Identify operational or capacity gaps and coordinate with partners to deliver technical assistance.
4. Support training, coaching, and workshops that help businesses enhance financial management, strategy, and investment appeal.

2.Deal Sourcing & Pipeline Development

• Identify and screen high-potential businesses aligned with our investment thesis and impact mandate.
• Conduct initial business assets including market potential, growth readiness, financial performance, and impact contribution.
• Develop and maintain a structured deal pipeline, including market mapping and tracking of potential investees.
• Build relationships with accelerators, incubators, and enterprise support organizations to identify investable s.

3.Due Diligence & Valuation

• Conduct comprehensive due diligence covering financial, operational, and impact aspects of potential investments.
• Develop robust financial models, perform sensitivity analyses, and determine valuation estimates.
• Assess risk exposure, management capacity, and business scalability.
• Prepare due diligence reports and investment memos for internal and investor review.

4. Investor Relations & Co-Investment Support

• Support engagement with existing and prospective investors, DFIs, and co-investment partners.
• Prepare investor materials, including pipeline summaries, performance dashboards, and impact reports.
• Manage investor data rooms, respond to due diligence queries, and coordinate co-investment documentation.
• Contribute to fundraising activities by preparing investment decks and portfolio impact case studies.

5. Portfolio Monitoring & Impact Reporting

• Track portfolio company performance, monitor financial KPIs, and assess social and environmental outcomes.
• Compile quarterly and annual performance and impact reports for internal and external stakeholders.
• Identify and support value creation opportunities across the portfolio.

Qualifications & Skills

• Bachelor's degree in Finance, Economics, Business, Accounting, or related field. Master's degree or CFA certification is an advantage.
• 3–5 years of relevant experience in investment analysis, financing, private equity, venture capital, or impact investing.
• Strong financial modeling, valuation, and investment appraisal skills.
• Solid understanding of the landscape, including challenges around access to finance, capacity building, and scaling.
• Familiarity with blended finance structures, DFIs, and impact measurement frameworks (e.g., IRIS+, SDGs).
• Excellent analytical, presentation, and communication skills.
• Strong interpersonal skills and the ability to engage with entrepreneurs, investors, and development partners.
• High integrity, curiosity, and a commitment to sustainable economic growth.

Application:

Send you CV and Cover Letter to by 20th October 2025

• Performing financial analysis and modeling for potential real estate investments, including DCF, LTV, and IRR calculations.
• Conducting market research to identify investment trends, opportunities, and risks in specific geographic areas.
• Evaluating property data, lease agreements, and financial statements of target properties.
• Preparing detailed investment proposals, presentations, and reports for the investment committee.
• Assisting in the due diligence process for acquisitions, including site visits and vendor coordination.
• Monitoring existing portfolio performance and providing regular updates.
• Building and maintaining relationships with brokers, developers, and other industry professionals.
• Staying abreast of market conditions, economic factors, and regulatory changes affecting the real estate sector.
• Identifying potential tenants and assisting with leasing strategies where applicable.
• Contributing to the strategic planning and decision-making of the investment team.

• Bachelor's degree in Finance, Economics, Real Estate, or a related field.
• Proven experience in real estate investment analysis, financial modeling, or a similar role.
• Strong understanding of real estate valuation methods and market analysis techniques.
• Proficiency in Microsoft Excel, PowerPoint, and financial modeling software.
• Excellent analytical, quantitative, and problem-solving skills.
• Strong written and verbal communication skills.
• Ability to work independently and as part of a team in a fast-paced environment.
• Knowledge of the Kenyan real estate market is a plus.