JOB PURPOSE

The role supports end-to-end corporate advisory transactions through financial analysis, modelling, and preparation of transaction materials, while providing insights that inform strategic decisions and drive business development. It also delivers key accounting and administrative support—such as billing, filing, and reporting—to ensure operational efficiency and compliance.

REPORTING TO THE GROUP CHIEF OPERATING OFFICER, KEY RESPONSIBILITIES AND RELATED ACTIVITIES INCLUDE:

KR1 – Creation and Maintenance of Client Relationships

• Assess client needs and goals
• Attend client and stakeholder meetings
• Prepare and submit progress reports
• Prepare presentations and supporting documents for clients

KR2 – Transaction Origination

• Source prospective clients and transactions
• Conduct sector research on key and emerging opportunities
• Prepare mandate documents and ensure client execution
• Advise clients on regulatory requirements for transactions
• Manage transaction checklists to ensure timely progress

KR3 – Research and Analysis

• Prepare and interpret financial summaries and reports
• Conduct financial forecasting and strategic reporting
• Track operational metrics and KPIs
• Develop and analyse financial models for decision-making support

KR4 – Business Development

• Arrange meetings with prospective clients
• Secure new clients and business opportunities for the SBU

KR5 – Financial Reporting

• Prepare forecasts, budgets, and ACCPAC data entries
• Produce monthly management and performance reports
• Prepare year-end financial statements and support audits

KR6 – Invoicing

• Conduct billing activities and follow up on outstanding payments

KR7 – Documentation

• File and maintain complete, accurate documentation for all transactions

QUALIFICATIONS AND SKILLS:

The suitable candidate for the position will be required to possess the following minimum qualifications and skills:

1. Degree in Finance, Economics, Accounting or related fields including Engineering, Mathematics, Statistics, Actuarial Science, or other Natural Sciences,
2. CFA qualification (Level I, II or III) is an added advantage
3. Full CIMA, ACCA or ZICA
4. Minimum of at least 2 years in a similar role
5. Stockbrokers/financial advisors training

COMPETENCIES REQUIRED FOR THE ROLE:

• Work with minimal supervision
• Ability to multitask
• Creative thinker
• Problem solver
• Strong analytical and numerical skills
• Ability to interpret data
• Client relations
• Research skills
• Honesty and Integrity

• Assess client needs and goals
• Attend client and stakeholder meetings
• Prepare and submit progress reports
• Prepare presentations and supporting documents for clients
• Source prospective clients and transactions
• Conduct sector research on key and emerging opportunities
• Prepare mandate documents and ensure client execution
• Advise clients on regulatory requirements for transactions
• Manage transaction checklists to ensure timely progress
• Prepare and interpret financial summaries and reports
• Conduct financial forecasting and strategic reporting
• Track operational metrics and KPIs
• Develop and analyse financial models for decision-making support
• Arrange meetings with prospective clients
• Secure new clients and business opportunities for the SBU
• Prepare forecasts, budgets, and ACCPAC data entries
• Produce monthly management and performance reports
• Prepare year-end financial statements and support audits
• Conduct billing activities and follow up on outstanding payments
• File and maintain complete, accurate documentation for all transactions

• Work with minimal supervision
• Ability to multitask
• Creative thinker
• Problem solver
• Strong analytical and numerical skills
• Ability to interpret data
• Client relations
• Research skills
• Honesty and Integrity

• Degree in Finance, Economics, Accounting or related fields including Engineering, Mathematics, Statistics, Actuarial Science, or other Natural Sciences,
• CFA qualification (Level I, II or III) is an added advantage
• Full CIMA, ACCA or ZICA
• Stockbrokers/financial advisors training