Investment Analyst

Kaplo is Africa's most innovative Human Resource & Business Support Solutions provider, serving clients with cutting-edge business advisory and human capital solutions across diverse sectors of the African economy.

At Kaplo, we have proven expertise in business advisory and human resource capabilities targeted at productivity, profitability, sustainability, transformation and overall growth of your business.

We are recruiting to fill the position below:

Job Title: Investment Analyst

Location: Lagos
Employment Type: Full-Time
Industry: Investment / Financial Services

Job Summary

• We are seeking an experienced and analytical Investment Analyst to support investment decision-making through financial research, market analysis, investment evaluation, and financial modelling.
• The ideal candidate should have a strong understanding of financial markets and investment principles, with the ability to analyse financial data, identify investment opportunities and risks, and provide clear insights to support business and investment decisions.

Key Responsibilities

• Conduct financial and investment research across relevant markets, industries, companies, and investment opportunities.
• Analyse financial statements, company performance, market trends, and economic indicators.
• Evaluate potential investment opportunities and assess associated risks and returns.
• Prepare financial models, forecasts, valuations, and investment analysis.
• Monitor existing investments and track their financial and market performance.
• Prepare investment reports, presentations, and recommendations for management and stakeholders.
• Conduct due diligence on potential investments and review relevant financial and business information.
• Track market developments, industry trends, and economic factors that may impact investment decisions.
• Support portfolio analysis and performance monitoring.
• Provide data-driven recommendations based on financial and market analysis.
• Maintain accurate investment records, databases, and analytical reports.
• Work closely with senior management and other relevant teams on investment-related projects.

Requirements

• Bachelor’s degree in Finance, Economics, Accounting, Business Administration, Investment Management, or a related field.
• Minimum of 2 years of relevant experience in investment analysis, financial analysis, asset management, corporate finance, banking, or a related field.
• Strong knowledge of financial analysis and investment principles.
• Proficiency in Microsoft Excel and financial modelling.
• Ability to analyse financial statements and interpret financial data.
• Good understanding of financial markets, investment products, and valuation techniques.
• Strong research, analytical, and problem-solving skills.
• Excellent attention to detail and ability to work with numerical data.
• Strong written and verbal communication skills.

Key Competencies:

• Financial Analysis
• Investment Research
• Financial Modelling
• Valuation & Forecasting
• Market Research & Analysis
• Risk Assessment
• Data Interpretation
• Report Writing & Presentation
• Advanced Excel Skills
• Critical Thinking

Personal Qualities:

• Highly analytical and detail-oriented
• Commercially aware
• Proactive and self-motivated
• Strong numerical ability
• Sound judgement and decision-making skills
• Professional and trustworthy
• Able to work independently and meet deadlines

Salary
N500,000 monthly.