Investment Analyst

Zamara is an actuarial consulting firm with an Asset Consulting practice, focused on building and retaining a world-class team.

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.

1. 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
2. Conduct detailed asset allocation reviews, manager performance assessments, and investment risk analysis
3. Review and provide written commentary on alternative investment opportunities presented to pension funds
4. Prepare Investment Policy Statements (IPS) in line with RBA guidelines and client-specific investment objectives
5. Develop market updates, thematic investment notes, and capacity-building materials for client internal teams
6. Attend Investment Committee and Board of Trustee meetings — presenting analysis clearly and confidently to trustees and senior executives
7. Build professional relationships with client contacts, fund managers, and scheme administrators
8. Lead meeting preparation including board packs, agendas, and pre-meeting briefings
9. Manage ad hoc client requests efficiently and proactively
10. Contribute to the firm’s current ESG mandate — preparation of deliverables, attendance at project meetings, and development of ESG-related frameworks
11. Build internal expertise in responsible investment and sustainable finance as applied to African institutional investors
12. Support business development efforts for future ESG and thematic consulting mandates
13. Review and provide feedback on work produced by junior analysts
14. Contribute to quarterly industry reports and thought leadership publications
15. Champion AI tool adoption and efficient workflows within the team

1. Bachelor’s degree in finance, Economics, Actuarial Science, Mathematics, or a related field
2. 3–4 years of experience in one or more of: investment consulting, fund/asset management, actuarial consulting, institutional banking, or pension fund management
3. CFA Level I or above strongly preferred — or equivalent progress in CAIA, ICIFA
4. Demonstrated ability to produce high-quality investment analysis and written commentary
5. Experience presenting or communicating investment information to clients, boards, or senior stakeholders is an advantage
6. 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
7. Advanced Excel and PowerPoint skills; familiarity with data tools or AI productivity platforms is a plus
8. Strong analytical rigor — you can interpret data, spot what matters, and turn it into clear insight
9. High attention to detail — you hold yourself to a high standard and take ownership of the quality of your work
10. Confident communicator — comfortable discussing investment matters with trustees, executives, and fund managers
11. Client-oriented — you anticipate needs, respond promptly, and take pride in the quality of client interactions
12. Organized under pressure — able to manage multiple concurrent deliverables during busy reporting periods
13. Intellectually curious — you keep up with markets, regulation, and global investment trends and connect them to the Kenyan context
14. Ambition — you want to grow into a consulting manager role and are willing to put in the work to get there