Apollo Group (Apollo Investments Limited) was born from the need to harness synergies across the insurance business. Built on commitment, integrity, and innovation, it has risen to be one of the leading financial groups in East Africa. Apollo Investments Limited (AIL) includes APA Insurance (Kenya and Uganda).
Role Overview
The Research Analyst will be responsible for conducting market intelligence, monitoring macroeconomic trends, formulating robust financial models, and delivering well-reasoned investment recommendations to support the Portfolio Manager and the Investment Committee.
Key Responsibilities
Research & Market Intelligence
- Monitor macroeconomic trends, market developments, and corporate actions of listed and unlisted companies across the investment universe.
- Forecast short- and long-term macroeconomic indicators (GDP, inflation, interest rates, exchange rates), industry dynamics, and company-specific financial metrics with clearly articulated performance drivers.
- Gather and synthesise market intelligence from primary and secondary sources to support client fund management decisions.
- Review earnings releases, financial statements, and regulatory disclosures; attend analyst briefings and company management meetings.
Financial Modelling & Valuation
- Build, maintain, and stress-test detailed valuation models (DCF, DDM, relative valuation, credit models) for equity and fixed-income instruments.
- Assess the sensitivity of valuations to changes in key assumptions and macro drivers; communicate findings clearly to the Portfolio Manager and Investment Committee.
- Conduct credit risk assessments for fixed-income instruments, including analysis of issuer financials, covenant structures, and default risk.
Investment Recommendations & Portfolio Support
- Produce well-reasoned investment recommendations across equities, fixed income, private equity, offshore, and alternative asset classes for presentation to the Investment Committee.
- Contribute to asset allocation strategy by developing model portfolio recommendations aligned with client mandates and risk parameters.
- Monitor existing portfolio holdings and flag material developments that may necessitate position review.
Stakeholder Engagement & Reporting
- Develop and maintain professional relationships with stockbrokers, sell-side analysts, company management teams, and other market participants.
- Prepare and present research reports, investment notes, and client-facing materials to a high standard of clarity and accuracy.
- Support periodic client reporting on fund performance, attribution, and market commentary.
- Provide fund administration support on an ad-hoc basis and perform any other duties as assigned.
Key Performance Indicators
- Quality, depth, and timeliness of investment research and models.
- Track record of investment recommendations presented to the Investment Committee.
- Accuracy of financial forecasts versus actual outturns.
- Contribution to portfolio performance relative to benchmark.
- Stakeholder feedback from Portfolio Manager and Investment Committee.
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