Financial Analyst at CRDB Bank Plc, Dar es Salaam (March 2026)

To maintain the Bank’s awareness of market opportunities, customer needs, trends, and market intelligence, ensuring the Bank leverages all opportunities in the Capital market and identifies factors that impact product competitiveness. Additionally, to offer alternative sources of finance to customers.

• Create initiatives in assisting companies to raise both debt and equity funding from the capital markets as well as privately from financial and strategic partners.
• Undertake market research and related tasks.
• Undertake all advisory assignments including Project Management, bond placement, and company valuation.
• Liaise with the Capital Markets and Securities Authority (CMSA) and the Dar es Salaam Stock Exchange (DSE) on regulatory approvals, listings, disclosures, and other capital-markets obligations.
• Coordinate with the receiving bank and relevant transaction parties to ensure smooth execution of post-capital-raising activities, including settlement, allocation, listing, and reporting.
• Ensure timely completion and submission of project undertakings.
• Advise Management on the efficiency and profitability of projects undertaken by the Company.
• Prepare and furbish financial models and analysis for businesses with intent to raise capital and secure advisory services.
• Develop business plans and implementation strategies for new products, research investment opportunities, conduct due diligence on prospective investments.
• Analyse business opportunities and present written motivations of viable propositions to discuss and seek approval from Management.
• Identify innovative business opportunities to help Treasury and Capital Market departments expand and grow.
• Proactively manage new and existing opportunities arising in our Capital market by ensuring consistent throughput.
• Identify companies with potential for listing while maintaining corporate, individual, and Government client base.
• Identify opportunities for cross-selling and referral to other CRDB lines through developing and maintaining a close understanding of customers’ businesses.
• Ensure that revenue and profitability targets are achieved by implementing sales plans in line with overall products and services offered in conjunction with Banks strategies.
• Assist in coordinating industrial research and analysis to assist in the identification of potential business as well as financing opportunities.
• Participate in the continuous review and development of the investment process staying abreast with all major developments in financial markets and global economics.
• Prepare presentations for all investors and participate in all sales meetings.
• Be able to confidently explain the benefits and value provided by the firm.
• Engage and sell the various products and services (Investment & Wealth Management, Securities Brokerage & Market Research, Corporate Finance, and advisory).
• Other duties as may be prescribed by the Management.

CLIENT SERVICE:

• Meet with clients to understand their financial goals.
• Explain various types of Capital markets products and services provided by the Bank.
• Educate clients about investment options and resolve their queries.
• Work with clients to determine the amount of capital needed to meet business goals, and identify the market or products that can contribute to raising capital.
• Assist clients in financial planning and provide recommendations or suggestions regarding suitable investment options.
• Closely monitor Custodial clients’ accounts and brainstorm ways to improve return on investment.
• Assist in researching other investment opportunities, interpret financial information, and analyse market trends.
• Develop and nurture strategic relationships with clients to ensure alignment with the Bank’s strategy and business objectives.

Solicit corporate customers for trading and investment advisory services.

Qualification and experience in product areas

• 2 years of experience in Capital Markets involved in financial and investment analysis.
• Certified by CMSA and have attended and successfully completed Securities Industry Certification Course provided by Chartered Institute for Securities & Investment.
• Bachelor’s degree in accounting, Finance, Economics, Business Administration or related Field. (Master’s degree will be added advantage).
• Depth in a structured Sales process involving the understanding of a customer’s situation and respective problem and the provision of a structural solution based on the customer need and the Bank’s product offering.
• Knowledge of capital market assignments including Investment & Wealth Management, Securities Brokerage & Market Research, Corporate Finance and advisory, bank operations, corporate treasury functions, money markets and banking regulations.
• Knowledge of the general Capital Markets environment with regards to legal issues, industrial changes, competitor awareness, etc.
• Good liaison with domestic and foreign institutions, insurance companies and Regulators.
• Strong people management, communication, presentation & Organisational skills.
• The ability to make good business decisions in critical environment while managing risk.

 Skills required

• Financial modelling and investment analysis.
• Marketing of capital market products to domestic and foreign institutional investors.
• Understanding of the historical business trends and future business prospects.
• Negotiation skills.

Behavioral skills:

• Strong analytical skills.
• Relationship building and networking skills.
• Strong communications and presentation skills.
• Ability to complete assignment/ job within stipulated timeline.
• Should be responsible for timely and cost-effective completion of assignments at hand.

CRDB Bank is dedicated to upholding Sustainability and ESG practices and encourage applicants who share this commitment. The Bank also promotes an inclusive workplace, hence applications from women and individual with disabilities are encouraged.

It is important to note that CRDB Bank does not charge any fees for the application or recruitment process, and any requests for payment should be disregarded as they do not represent the bank’s practices.

Only Shortlisted Candidates will be Contacted.