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Portfolio Analyst – Nairobi, Kenya



Summit Recruitment and Search Africa is a leading Recruitment and Executive Search agency head quartered in Kenya providing outstanding talent to a wide range of companies and NGOs in various business sectors across Africa.

Our client, a global impact investing organization whose mission is to help build and support High Impact Businesses that provide sustainable economic opportunities to millions of people living at the base of the economic pyramid, is looking for a Portfolio Analyst to be based in the Nairobi, Kenya offices. The organization is a unique hybrid approach, that blends investment capital and capacity building to High Impact Businesses, which then empower the poor as independent entrepreneurs and consumers of affordable goods and services. The successful candidate will support the lending and leadership team to report on program portfolio performance, including pipeline reports, borrowing status, client performance, valuation results, and program progress, among others.

Key Responsibilities:

  • Prepare and circulate the monthly/quarterly portfolio reports to the lending teams and program leads for review.
  • Prepare and update all tables, graphs, and financial information for the portfolio clients and other requests.
  • Build and review portfolio reports on a monthly/quarterly basis with the lending team to review the pipeline, IRR, and portfolio performance.
  • Prepare one-pagers drafts/KYCs/DD for review and approval by the investment committee.
  • Assist the Portfolio Manager – Capital and TA with supervision priorities and compliance.
  • Provide support to the Investment/TA staff, including research/client payment administration, consultant identification, and contracting.
  • Take minutes and track follow-ups for supervision meetings (LQFRs, SAIRs, Valuations).
  • Complete and file ad hoc requests from stakeholders, auditors, and external meetings.


  • Must have bachelor’s degree in mathematics or a related field
  • Must have 3+ years of credit experience
  • Demonstrated ability to support portions of investment activities(sourcing/due diligence, as well as drafting related memos/financial analysis, and legal agreements)
  • Strong analytical skills, with the ability to collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy
  • Demonstrated support or ability in research, client supervision/compliance, and capacity building interventions
  • Experience working in banking or microfinance institutions is a must
  • Experience in financial analysis, credit analysis, and data analysis is preferred.
  • Ability to interact with clients & partners, & manage relationships;
  • Strong interpersonal skills and ability to interact with & partners, & manage relationships.

Please click on the tab below to apply:

We endeavour to make contact with all of our applicants, but unfortunately, high volumes of applications make this unrealistic. If you do not hear from us within two weeks your application has not been successful on this occasion. This does not mean you will not be considered for future roles so please keep an eye on our job board and apply for positions that match your skills and experience.

*** Summit Recruitment & Search, as a policy, does not charge any fee as a pre-employment or post-employment requirement***

Salary: Monthly Gross Salary: Ksh. 90,000 /= (Approx. 631 USD)
Location: Nairobi
Career Level: Mid-Lavel
Job Type: Full Time
Deadline for applications: 30th March, 2024


Not Specified