11 Wealth Management jobs in Kenya
Senior Investment Analyst - Portfolio Management
80100 Mombasa, Coast
KES420000 Annually
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Posted 5 days ago
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Job Description
Our client is seeking a highly analytical and experienced Senior Investment Analyst to join their esteemed financial services team in Mombasa. This critical role involves conducting in-depth research and analysis of financial markets, industries, and individual securities to support portfolio management decisions. You will be responsible for developing investment strategies, constructing and managing investment portfolios, and providing insightful recommendations to clients and senior management. A strong understanding of economic principles, financial modeling, and risk management is essential.
Key Responsibilities:
Qualifications:
Key Responsibilities:
- Conduct comprehensive fundamental and technical analysis of financial markets, equities, fixed income, and other asset classes.
- Develop and implement investment strategies aligned with client objectives, risk tolerance, and market conditions.
- Perform detailed financial modeling, valuation analysis, and scenario planning for companies and investment opportunities.
- Construct, monitor, and rebalance investment portfolios to optimize risk-adjusted returns.
- Generate insightful investment research reports, market commentaries, and client presentations.
- Identify and evaluate investment risks, implementing appropriate hedging strategies and risk mitigation techniques.
- Monitor macroeconomic trends and geopolitical events that may impact investment performance.
- Build and maintain strong relationships with industry analysts, company management, and financial advisors.
- Ensure compliance with all regulatory requirements and internal investment policies.
- Stay abreast of industry best practices and emerging investment trends.
- Assist in the development of new investment products and services.
- Communicate investment performance and strategy effectively to clients and internal stakeholders.
- Conduct due diligence on potential investments and partners.
- Analyze portfolio performance attribution and identify drivers of return.
- Contribute to the continuous improvement of investment processes and methodologies.
Qualifications:
- Bachelor's degree in Finance, Economics, Business Administration, or a related quantitative field. Master's degree or MBA preferred.
- Minimum of 6 years of experience in investment analysis, portfolio management, or equity research.
- Proven expertise in financial modeling, valuation techniques, and statistical analysis.
- Strong understanding of capital markets, investment products, and financial instruments.
- Excellent analytical, critical thinking, and problem-solving skills.
- Proficiency in financial data platforms (e.g., Bloomberg Terminal, Refinitiv Eikon) and analytical software.
- Strong written and verbal communication skills, with the ability to articulate complex financial concepts.
- Ability to work effectively under pressure and meet tight deadlines.
- CFA designation or progress towards CFA is highly desirable.
- Knowledge of international financial markets and regulations.
- Experience with risk management frameworks.
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0
Remote Lead Investment Analyst - Portfolio Management
60100 Garissa, North Eastern
KES190000 Annually
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Posted today
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Job Description
Our client, a reputable financial institution, is seeking a highly skilled and experienced Remote Lead Investment Analyst to join their dynamic team. This fully remote position offers the opportunity to shape investment strategies and manage portfolios from anywhere. You will be responsible for conducting in-depth financial analysis, market research, and economic forecasting to identify investment opportunities and risks. The role involves developing and implementing sophisticated investment strategies across various asset classes, including equities, fixed income, and alternatives. You will lead a team of junior analysts, providing mentorship, guidance, and oversight to ensure the highest standards of research and analysis. Key responsibilities include constructing and managing investment portfolios, monitoring performance, rebalancing as needed, and ensuring alignment with client objectives and risk tolerance. You will prepare detailed investment reports, performance reviews, and presentations for senior management and clients. A strong understanding of financial modeling, valuation techniques, and portfolio optimization methodologies is crucial. The ideal candidate will possess excellent analytical, critical thinking, and problem-solving skills, coupled with a deep knowledge of financial markets and regulatory environments. Exceptional communication and presentation abilities are required to articulate complex investment strategies and findings to diverse audiences. This role demands a proactive approach, intellectual curiosity, and a commitment to delivering superior investment returns while managing risk effectively. The conceptual work location is **Embu, Embu, KE**, but the role is designed for remote operation.
Responsibilities:
Responsibilities:
- Lead the analysis of financial markets, economic trends, and investment opportunities.
- Develop and execute comprehensive investment strategies across multiple asset classes.
- Construct, manage, and optimize investment portfolios to meet client objectives.
- Conduct fundamental and quantitative analysis of securities and other investments.
- Oversee and mentor a team of junior investment analysts.
- Prepare detailed investment research reports, performance reviews, and client presentations.
- Monitor portfolio risk and implement hedging strategies when necessary.
- Stay abreast of regulatory changes and market developments impacting investments.
- Collaborate with client relationship managers to address client needs and inquiries.
- Ensure compliance with all relevant investment regulations and internal policies.
- Master's degree in Finance, Economics, or a related quantitative field. CFA designation is highly preferred.
- 7+ years of progressive experience in investment analysis and portfolio management.
- Proven track record of successful investment strategy development and execution.
- Strong proficiency in financial modeling, valuation techniques, and statistical analysis.
- Deep understanding of global financial markets, asset classes, and investment vehicles.
- Excellent leadership, team management, and mentoring skills.
- Exceptional analytical, critical thinking, and problem-solving abilities.
- Outstanding written and verbal communication skills, with strong presentation capabilities.
- Experience with financial databases and portfolio management software.
- Ability to work independently and thrive in a remote, fast-paced environment.
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1
Remote Financial Planning & Analysis Manager
50100 Kakamega, Western
KES120000 Annually
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Posted 4 days ago
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Job Description
Our client is seeking an experienced and strategic Remote Financial Planning & Analysis (FP&A) Manager to lead their financial forecasting and strategic planning efforts. This is a fully remote opportunity, allowing you to leverage your financial expertise from anywhere. You will be responsible for developing robust financial models, creating comprehensive budgets and forecasts, and providing insightful analysis to support executive decision-making. Key duties include analyzing financial performance against budgets, identifying key business drivers, and developing actionable recommendations to improve profitability and operational efficiency. You will play a critical role in the annual budgeting process, long-range planning, and monthly financial reviews. The ideal candidate will possess strong financial acumen, excellent analytical skills, and a proven ability to manage complex financial projects. Proficiency in financial software, including ERP systems and advanced Excel modeling, is essential. Strong communication and presentation skills are required to effectively convey financial information to diverse audiences, including senior management. We are looking for a proactive leader who can drive financial discipline and strategic thinking within the organization. This role requires a self-motivated individual who can work autonomously and collaboratively with teams across various departments and time zones. Your contribution will be vital in shaping the financial future and strategic direction of the company. Responsibilities:
- Lead the annual budgeting and quarterly forecasting processes.
- Develop and maintain complex financial models to support strategic initiatives and operational planning.
- Analyze financial performance, identify variances, and provide insightful explanations and recommendations.
- Prepare monthly, quarterly, and annual financial reports and presentations for senior management.
- Collaborate with department heads to develop departmental budgets and monitor spending.
- Conduct variance analysis and post-mortem reviews of financial performance.
- Identify key performance indicators (KPIs) and develop dashboards to track business performance.
- Provide financial support for strategic projects, mergers, and acquisitions.
- Enhance financial reporting processes and tools to improve efficiency and accuracy.
- Stay updated on industry trends and best practices in financial planning and analysis.
- Proven experience in financial planning and analysis, corporate finance, or a similar role.
- Strong understanding of accounting principles and financial management.
- Expertise in financial modeling, budgeting, and forecasting techniques.
- Proficiency in ERP systems and advanced Microsoft Excel skills.
- Excellent analytical, problem-solving, and critical thinking abilities.
- Strong communication, presentation, and interpersonal skills.
- Ability to manage multiple priorities and meet deadlines in a remote environment.
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- CFA, CPA, or CMA certification is a plus.
- Experience in a leadership or managerial role is preferred.
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2
Senior Remote Accountant - Financial Planning & Analysis
20101 Kisumu
KES120000 Annually
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Posted today
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Our client is seeking a highly skilled and motivated Senior Remote Accountant to join their dynamic finance team. This is a fully remote position, offering the flexibility to work from anywhere within Kenya. You will play a critical role in supporting financial operations, reporting, and strategic decision-making. Responsibilities include:
- Developing and maintaining complex financial models for forecasting, budgeting, and long-range planning.
- Preparing monthly, quarterly, and annual financial statements and reports in compliance with IFRS.
- Conducting variance analysis and providing insights into financial performance trends.
- Collaborating with department heads to develop departmental budgets and monitor actual spending against budget.
- Assisting with the preparation of tax filings and ensuring compliance with all relevant tax regulations.
- Implementing and improving accounting policies and procedures to enhance internal controls and operational efficiency.
- Managing accounts payable and accounts receivable functions, ensuring timely processing and reconciliation.
- Supporting external audits by providing necessary documentation and explanations.
- Utilizing accounting software and ERP systems to streamline processes and improve data accuracy.
- Mentoring junior accounting staff and contributing to a collaborative team environment.
- Identifying opportunities for cost savings and revenue enhancement.
- Staying updated on changes in accounting standards and regulations.
- Bachelor's degree in Accounting, Finance, or a related field.
- Professional certification such as CPA (K), ACCA, or equivalent is highly preferred.
- Minimum of 5 years of progressive accounting experience, with at least 2 years in a senior or lead role.
- Proficiency in accounting software (e.g., QuickBooks, Xero) and advanced Excel skills.
- Strong understanding of IFRS and Kenyan tax laws.
- Excellent analytical, problem-solving, and critical thinking skills.
- Exceptional communication and interpersonal skills, with the ability to effectively collaborate with stakeholders at all levels.
- Proven ability to manage multiple priorities and meet deadlines in a fast-paced environment.
- Demonstrated experience working effectively in a remote setting.
This advertiser has chosen not to accept applicants from your region.
3
Senior Financial Planning & Analysis Manager (Remote)
50201 Homa Bay
KES160000 month
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Posted today
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Job Description
Our client, a dynamic and growing enterprise, is seeking an experienced Senior Financial Planning & Analysis (FP&A) Manager to lead their financial strategy and operations, operating entirely remotely. This pivotal role requires a strategic thinker with a strong command of financial modeling, forecasting, budgeting, and performance analysis. You will be responsible for providing critical financial insights to senior management, driving informed decision-making, and ensuring the financial health and growth of the organization. The ideal candidate will possess a robust background in corporate finance, exceptional analytical skills, and a proven ability to translate complex financial data into actionable business strategies.
Key responsibilities include developing and managing the annual budgeting process, creating long-range financial forecasts, and performing variance analysis to identify key drivers of performance. You will prepare detailed financial reports, management presentations, and dashboards that communicate financial results and strategic recommendations. This role involves close collaboration with department heads across the organization to understand their financial needs and provide support for strategic initiatives. You will also be instrumental in identifying opportunities for cost savings, revenue enhancement, and improved financial efficiency. As a fully remote manager, you must demonstrate exceptional leadership, communication, and organizational skills, enabling you to effectively manage a distributed team and collaborate seamlessly with colleagues via virtual platforms. We are looking for a proactive, detail-oriented professional who is adept at navigating ambiguity and driving financial excellence in a remote-first environment. This is an outstanding opportunity to make a significant impact on the financial trajectory of the company.
Qualifications:
Key responsibilities include developing and managing the annual budgeting process, creating long-range financial forecasts, and performing variance analysis to identify key drivers of performance. You will prepare detailed financial reports, management presentations, and dashboards that communicate financial results and strategic recommendations. This role involves close collaboration with department heads across the organization to understand their financial needs and provide support for strategic initiatives. You will also be instrumental in identifying opportunities for cost savings, revenue enhancement, and improved financial efficiency. As a fully remote manager, you must demonstrate exceptional leadership, communication, and organizational skills, enabling you to effectively manage a distributed team and collaborate seamlessly with colleagues via virtual platforms. We are looking for a proactive, detail-oriented professional who is adept at navigating ambiguity and driving financial excellence in a remote-first environment. This is an outstanding opportunity to make a significant impact on the financial trajectory of the company.
Qualifications:
- Master's degree in Finance, Accounting, Economics, or a related quantitative field. Professional certifications such as CFA or CMA are highly desirable.
- Minimum of 7 years of progressive experience in financial planning and analysis, corporate finance, or a related field.
- Expertise in financial modeling, budgeting, forecasting, and variance analysis.
- Proficiency in financial management software (e.g., ERP systems, BI tools) and advanced Excel skills.
- Strong understanding of accounting principles and financial reporting standards.
- Excellent analytical, strategic thinking, and problem-solving capabilities.
- Superior written and verbal communication skills, with experience presenting to senior leadership.
- Proven ability to lead teams, manage projects, and drive results in a remote work setting.
- High level of integrity and commitment to accuracy.
- Must be able to effectively support remote teams and operations, potentially serving clients from the Bungoma, Bungoma, KE region and beyond.
This advertiser has chosen not to accept applicants from your region.
4
Senior Management Accountant - Financial Planning & Analysis
20100 Nyeri Town
KES190000 Annually
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Posted 2 days ago
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Job Description
Our client, a growing enterprise with diverse operations, is seeking a highly competent Senior Management Accountant specializing in Financial Planning & Analysis (FP&A). This position is **fully remote**, allowing you to contribute your strategic financial expertise from your preferred location in Kenya. You will play a crucial role in financial forecasting, budgeting, performance analysis, and providing strategic financial insights to support business growth and profitability. This role demands strong analytical skills, business acumen, and the ability to translate financial data into actionable recommendations.
Key Responsibilities:
Key Responsibilities:
- Lead the development and execution of the annual budgeting process and rolling forecasts.
- Conduct in-depth variance analysis, investigating discrepancies between actual results, budgets, and forecasts.
- Prepare monthly and quarterly management reports detailing financial performance, key trends, and insights.
- Develop and maintain complex financial models to support strategic initiatives, investment appraisals, and scenario planning.
- Analyze key performance indicators (KPIs) and operational metrics, providing recommendations for improvement.
- Collaborate closely with department heads and business leaders to understand their financial needs and provide support.
- Identify opportunities for cost optimization and revenue enhancement.
- Assist in the preparation of board materials and executive presentations.
- Ensure the integrity and accuracy of financial data used in reporting and analysis.
- Streamline and improve existing financial processes and reporting systems.
- Stay abreast of market trends, economic conditions, and competitive landscape impacting the business.
- Mentor and guide junior members of the finance team.
- Professional qualification such as CPA, ACCA, CIMA, or equivalent.
- Bachelor's degree in Accounting, Finance, or a related field.
- Minimum of 7 years of experience in management accounting, financial analysis, or FP&A roles.
- Proven experience in financial modeling, forecasting, and budgeting.
- Strong understanding of accounting principles and financial management.
- Advanced proficiency in Microsoft Excel and financial modeling software.
- Experience with ERP systems (e.g., SAP, Oracle) and BI tools (e.g., Power BI, Tableau) is highly advantageous.
- Excellent analytical, problem-solving, and strategic thinking skills.
- Exceptional communication and presentation skills, with the ability to articulate complex financial concepts clearly.
- Strong organizational skills and the ability to manage multiple projects and deadlines independently in a remote setting.
- High level of accuracy and attention to detail.
This advertiser has chosen not to accept applicants from your region.
5
Remote Senior Financial Planning & Analysis Manager
01000 Witeithie
KES150000 Annually
WhatJobs
Posted 4 days ago
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Job Description
Our client, a prominent financial institution, is seeking a highly experienced and strategic Senior Financial Planning & Analysis (FP&A) Manager to lead their remote FP&A operations. This is a fully remote position, offering significant flexibility. You will be responsible for overseeing the budgeting, forecasting, and financial planning processes for the organization. Your role will involve detailed financial analysis, performance reporting, and developing strategic financial models to support business growth and decision-making. You will collaborate closely with department heads and executive leadership to provide insights into financial performance, identify areas for improvement, and support strategic initiatives. The ideal candidate possesses a strong background in financial management, excellent analytical skills, and proven leadership capabilities in managing remote teams and processes.
Key Responsibilities:
Qualifications:
Key Responsibilities:
- Lead the annual budgeting and quarterly forecasting processes, ensuring accuracy and alignment with strategic objectives.
- Develop and refine financial models to support business planning, scenario analysis, and long-term financial strategy.
- Prepare monthly and quarterly financial performance reports, variance analyses, and key performance indicator (KPI) dashboards for senior management.
- Provide analytical support for strategic initiatives, new business opportunities, and potential mergers or acquisitions.
- Analyze financial data to identify trends, risks, and opportunities, offering actionable insights and recommendations.
- Manage and mentor a team of financial analysts, fostering a collaborative and high-performance remote work environment.
- Enhance financial reporting processes and tools to improve efficiency and data integrity.
- Collaborate with accounting teams to ensure accurate financial close and reporting.
- Present financial findings and recommendations to executive leadership and key stakeholders.
- Stay current with accounting standards, financial regulations, and best practices in FP&A.
Qualifications:
- Bachelor's degree in Finance, Accounting, Economics, or a related field; MBA or CPA preferred.
- Minimum of 7-10 years of progressive experience in financial planning and analysis, preferably in the banking or financial services sector.
- Proven experience in leading FP&A functions, including budgeting, forecasting, and strategic planning.
- Strong financial modeling skills and proficiency in advanced Excel functions.
- Experience with financial planning software (e.g., Hyperion, Anaplan, SAP BPC) is highly desirable.
- Excellent analytical, problem-solving, and critical thinking capabilities.
- Exceptional communication and presentation skills, with the ability to convey complex financial information clearly.
- Demonstrated leadership and team management experience, ideally with remote teams.
- Ability to work independently, prioritize tasks, and manage multiple projects effectively in a remote setting.
- High level of integrity and attention to detail.
This advertiser has chosen not to accept applicants from your region.
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6
Senior Financial Analyst - Remote Financial Planning
00300 Homa Bay
KES350000 Annually
WhatJobs
Posted 4 days ago
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Job Description
Our client is seeking a highly analytical and detail-oriented Senior Financial Analyst to join their finance department in a fully remote capacity. This role is crucial for supporting strategic decision-making through comprehensive financial analysis, forecasting, and reporting. You will be responsible for developing financial models, conducting variance analysis, and providing insights into financial performance. This position requires a strong understanding of accounting principles, financial planning and analysis (FP&A), and corporate finance. You will work closely with various departments to gather financial data, build budgets, and support long-term financial planning. Key responsibilities include preparing monthly and quarterly financial reports, identifying key performance indicators (KPIs), and communicating financial results to senior management. The ideal candidate will possess excellent analytical skills, proficiency in financial modeling software (e.g., Excel, Anaplan), and a proven ability to translate complex financial data into actionable business insights. Experience with ERP systems and data visualization tools is highly advantageous. This is a remote role, offering flexibility while demanding a high level of autonomy and self-discipline. We are looking for a proactive individual who can drive efficiency in financial processes and contribute to the financial health of the organization. Your ability to present complex financial information clearly and concisely will be vital. Join our team and make a significant impact on our financial strategy from the comfort of your home office.
Responsibilities:
Responsibilities:
- Develop and maintain financial models for forecasting and budgeting.
- Conduct in-depth financial analysis and variance reporting.
- Prepare monthly, quarterly, and annual financial statements and reports.
- Analyze financial performance against budget and forecast.
- Identify key financial risks and opportunities.
- Support strategic planning and decision-making processes.
- Collaborate with cross-functional teams to gather financial data.
- Present financial findings and recommendations to management.
- Ensure accuracy and integrity of financial data.
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- CFA, CPA, or equivalent professional certification is a plus.
- 5+ years of experience in financial analysis, FP&A, or corporate finance.
- Advanced proficiency in Microsoft Excel and financial modeling.
- Experience with financial planning software (e.g., Anaplan, Hyperion) is preferred.
- Strong understanding of accounting principles and financial reporting standards.
- Excellent analytical, quantitative, and problem-solving skills.
- Strong communication and presentation skills.
- Ability to work independently and manage deadlines in a remote environment.
This advertiser has chosen not to accept applicants from your region.
7
Senior Financial Analyst - Strategic Planning
00100 Abothuguchi West
KES430000 Annually
WhatJobs
Posted 5 days ago
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Job Description
Our client, a prominent financial services firm, is seeking a highly analytical and strategic Senior Financial Analyst to join their esteemed finance department. This is a fully remote position, offering the flexibility to work from anywhere. The successful candidate will play a crucial role in financial planning, forecasting, budgeting, and performance analysis. You will be responsible for developing financial models, evaluating investment opportunities, and providing insights to support strategic decision-making across the organization. Key responsibilities include preparing monthly, quarterly, and annual financial reports, identifying key trends and variances, and recommending actions to improve financial performance. A deep understanding of financial principles, accounting standards, and corporate finance is essential. You will collaborate with various departments to gather financial data, analyze business performance, and contribute to the development of financial strategies. This role demands exceptional analytical skills, proficiency in financial modeling software, and the ability to communicate complex financial information clearly and concisely to both financial and non-financial audiences. We are looking for a self-driven individual with a strong work ethic, excellent attention to detail, and the ability to manage multiple projects and deadlines in a remote work environment. Your expertise will be instrumental in guiding the company's financial direction and ensuring sustained growth.
Key Responsibilities:
Key Responsibilities:
- Develop and maintain complex financial models for forecasting, budgeting, and valuation.
- Conduct in-depth financial analysis of business performance, identifying key trends and drivers.
- Prepare monthly, quarterly, and annual financial reports and presentations.
- Assist in the development of strategic financial plans and long-term forecasts.
- Evaluate the financial feasibility of new projects, investments, and business initiatives.
- Identify and analyze financial risks and opportunities.
- Collaborate with department heads to gather financial data and support their budgeting processes.
- Monitor key performance indicators (KPIs) and provide insights for performance improvement.
- Ensure compliance with accounting standards and regulatory requirements.
- Support senior management in financial decision-making.
- Bachelor's degree in Finance, Accounting, Economics, or a related field. Master's degree or professional certification (CFA, CPA) is a plus.
- Minimum of 5 years of experience in financial analysis, corporate finance, or a related field.
- Proven experience in financial modeling, forecasting, and budgeting.
- Strong knowledge of financial principles, accounting standards, and corporate finance.
- Proficiency in financial software (e.g., Excel, SAP, Oracle Financials) and data analysis tools.
- Excellent analytical, problem-solving, and critical thinking skills.
- Strong written and verbal communication skills, with the ability to present complex financial data clearly.
- Ability to work independently and manage multiple priorities in a remote setting.
- Detail-oriented and highly organized.
- Proven ability to meet deadlines and manage time effectively.
This advertiser has chosen not to accept applicants from your region.
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