Reports to: C.E.O
Location: Nairobi Kenya
PROFILE INTRODUCTION:
Our client is a well-established investment management company incorporated in Kenya with over three decades of experience in capital markets. The firm specializes in raising capital from shareholders and third parties to invest in high-return opportunities across diverse sectors including quoted and unquoted equity fixed income securities and real estate. With a proven track record of delivering superior returns the company maintains a robust portfolio spanning multiple investment vehicles and sectors.
DUTIES AND RESPONSIBILITIES:
1. Investment Origination & Deal Management
- Lead comprehensive market research initiatives across target countries industries and companies to identify high-potential investment opportunities
- Develop and maintain sophisticated databases of market intelligence incorporating analysis from annual reports industry publications and financial journals
- Screen and evaluate diverse investment prospects including private equity quoted securities fixed income instruments real estate and short-term deposits
- Serve as primary liaison with sponsors and stakeholders throughout the investment lifecycle
- Prepare detailed fact sheets preliminary investment summaries and maintain dynamic deal flow schedules
2. Due Diligence & Financial Modeling
- Construct complex financial models and lead comprehensive due diligence processes
- Coordinate with external consultants including legal advisors tax specialists and industry experts
- Present detailed investment analyses to the Finance and Investments Committee
- Ensure robust documentation and approval processes are followed
- Manage financial tax and legal structuring to optimize transaction outcomes
3. Transaction Execution & Portfolio Management
- Oversee complete transaction closing processes ensuring fund availability and regulatory compliance
- Support capital raising initiatives and prepare board-level capital raising proposals
- Develop and execute post-investment business plans to maximize value creation
- Cultivate strategic relationships with co-investors and lending institutions
- Prepare comprehensive semi-annual portfolio reviews and performance presentations
- Provide regular updates to executive leadership on portfolio company progress
4. Exit Strategy & Value Realization
- Develop annual portfolio optimization plans with clear exit versus retention recommendations
- Prepare and present detailed exit analyses to the Board of Directors
- Execute exit strategies to maximize investment returns
5. Compliance & Reporting
- Ensure adherence to all company policies procedures and regulatory requirements
- Maintain compliance with statutory bodies and relevant financial regulations
- Prepare timely and comprehensive reports for CEO and Board consumption
- Contribute to investor briefings annual reports and other stakeholder communications
KEY COMPETENCIES:
- Investment Analysis & Portfolio Management
- Deal Structuring & Execution
- Strategic Planning & Capital Raising
- Regulatory Compliance & Risk Management
- Stakeholder Engagement & Communication
- Leadership & Portfolio Oversight
Requirements
MINIMUM REQUIREMENTS:
- Bachelors degree in Finance Business Administration Economics or related field
- Mandatory: Chartered Financial Analyst (CFA) certification or Certified Financial Analyst qualification
- Additional professional certifications in investment management preferred
- Minimum 5-7 years of progressive experience in investment management private equity or related financial services
- Proven track record in deal origination execution and portfolio management
- Experience with both quoted and unquoted investment vehicles
- Proficiency in advanced Excel modeling and financial analysis software
- Experience with investment management systems and databases
- Knowledge of Kenyan and regional capital markets