ABOUT THE ROLE
Achieving Zamara’s ambitious strategic priorities will be complex and challenging. Its continued success will be dependent on building and retaining a world-class team.
We are looking for an Investment Analyst to join our actuarial consulting team.
This is a high-impact role at the core of Zamara’s Asset Consulting practice. You will take ownership of investment analysis and reporting for a portfolio of pension fund clients — including one of Kenya’s largest institutional mandates — contribute to client meetings and trustee engagements and play a meaningful role in the team’s ESG consulting work.
We are open to candidates from investment consulting, fund management, actuarial consulting, or institutional banking. What matters most is strong analytical ability, a high standard of work, and the drive to build a career in investment consulting. If you have not worked directly in pension consulting before, you will be supported to get up to speed — but you will need to hit the ground running on the analytical fundamentals.
KEY RESPONSIBILITIES
Investment Analysis & Client Reporting
Own the preparation and quality of quarterly and monthly investment reports for a portfolio of pension fund clients, including transaction-level analysis and performance attribution
Conduct detailed asset allocation reviews, manager performance assessments, and investment risk analysis
Review and provide written commentary on alternative investment opportunities presented to pension funds
Prepare Investment Policy Statements (IPS) in line with RBA guidelines and client-specific investment objectives
Develop market updates, thematic investment notes, and capacity-building materials for client internal teams
Client Engagement
Attend Investment Committee and Board of Trustee meetings — presenting analysis clearly and confidently to trustees and senior executives
Build professional relationships with client contacts, fund managers, and scheme administrators
Lead meeting preparation including board packs, agendas, and pre-meeting briefings
Manage ad hoc client requests efficiently and proactively
ESG & Thematic Work
Contribute to the firm’s current ESG mandate — preparation of deliverables, attendance at project meetings, and development of ESG-related frameworks
Build internal expertise in responsible investment and sustainable finance as applied to African institutional investors
Support business development efforts for future ESG and thematic consulting mandates
Team Contribution
Review and provide feedback on work produced by junior analysts
Contribute to quarterly industry reports and thought leadership publications
Champion AI tool adoption and efficient workflows within the team
EXPERIENCE AND QUALIFICATIONS
The ideal candidate will have:
Bachelor’s degree in finance, Economics, Actuarial Science, Mathematics, or a related field
3–4 years of experience in one or more of: investment consulting, fund/asset management, actuarial consulting, institutional banking, or pension fund management
CFA Level I or above strongly preferred — or equivalent progress in CAIA, ICIFA
Demonstrated ability to produce high-quality investment analysis and written commentary
Experience presenting or communicating investment information to clients, boards, or senior stakeholders is an advantage
Knowledge of the Kenyan pension regulatory environment (RBA framework, IPS, asset class guidelines) is a strong advantage — but not a prerequisite for the right candidate
Advanced Excel and PowerPoint skills; familiarity with data tools or AI productivity platforms is a plus
COMPETENCIES
Strong analytical rigor — you can interpret data, spot what matters, and turn it into clear insight
High attention to detail — you hold yourself to a high standard and take ownership of the quality of your work
Confident communicator — comfortable discussing investment matters with trustees, executives, and fund managers
Client-oriented — you anticipate needs, respond promptly, and take pride in the quality of client interactions
Organized under pressure — able to manage multiple concurrent deliverables during busy reporting periods
Intellectually curious — you keep up with markets, regulation, and global investment trends and connect them to the Kenyan context
Ambition — you want to grow into a consulting manager role and are willing to put in the work to get there
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