The Investment Analyst role at Fanisi HR Solutions (recruiting on behalf of Kua Ventures) involves supporting the entire investment lifecycle, including origination, due diligence, execution, and monitoring of investments. This position is central to executing a strategy that supports small and medium-sized enterprises (SMEs) through rigorous financial analysis, risk assessment, and active portfolio management. The ideal candidate will be adept at building financial models from scratch and engaging directly with business founders to evaluate growth potential.
Key Responsibilities
Investment Analysis & Execution
Support origination, due diligence, execution, and monitoring of investments aligned with Kua Ventures’ strategy.
Conduct screening calls, desktop reviews, site visits, and in-person meetings with potential investees.
Lead financial and operational analysis, including financial modelling, valuations, and return assessments.
Prepare Screening Memos and Investment Memos for Investment Committee review.
Support the structuring of debt transactions in collaboration with the Investment Associate.
Portfolio Monitoring & Reporting
Maintain accurate investment documentation and data across internal systems.
Engage portfolio companies to ensure the timely submission of quarterly reports.
Monitor portfolio performance against financial and impact metrics.
Prepare periodic internal performance and impact reports.
Collaboration & Engagement
Contribute to founder due diligence (leadership, values alignment, and coachability).
Attend origination events and external stakeholder engagements as required.
Collaborate closely with the Investment Associate and actively contribute to team discussions.
Perform additional duties as assigned.
Requirements
Bachelor’s degree in Accounting, Finance, Business, Economics, or a related field.
3–5 years’ experience in investment analysis, corporate finance, consulting, SME lending, impact investing, or similar analytical roles.
Strong financial modelling skills (Excel / Google Sheets), including building models from scratch.
Proven ability to assess businesses, identify risks, and evaluate growth potential.
Experience engaging directly with business owners or clients in advisory or evaluation contexts.
Proficiency in Google Workspace and cloud-based productivity tools.
Strong organizational skills and ability to manage multiple priorities.
Valid authorization to work in Kenya.
How to Apply
Interested and qualified candidates should forward their CV to: careers@fanisi.net using the position as the subject of the email. You may also apply through the recruitment portal at https://www.myjobmag.co.ke/job-application/1192705.
How to Apply
Interested and qualified candidates should forward their CV to: careers@fanisi.net using the position 'Investment Analyst' as the subject of the email. Alternatively, you can apply directly via the portal at https://www.myjobmag.co.ke/job-application/1192705.
.jpg){kind=logo}
