JOB DETAILS:

Job Purpose:

To support the investment team in research, analysis, portfolio monitoring, and execution of investment strategies, ensuring accurate data-driven decision-making and delivery of superior value to Britam’s clients. The role serves as a critical link between research, portfolio management, and client reporting.

Key Responsibilities

1. Investment Research and Analysis

•  Conduct market research and macroeconomic analysis on local, regional, and global trends.

•  Perform company and sector analyses, including financial modeling, valuation, and risk assessment.

•  Prepare investment briefs, presentations, and reports to support portfolio decisions.

1. Portfolio Monitoring and Support

•  Assist in monitoring daily performance of client portfolios against benchmarks.

•  Track asset allocation, liquidity, and compliance with investment guidelines.

•  Support the Investment Manager in portfolio rebalancing, trade execution, and performance attribution.

1. Reporting and Documentation

•  Prepare periodic investment reports for clients, management, and regulators.

•  Ensure accuracy and timeliness in generating performance data, analytics, and dashboards.

•  Maintain investment databases and research libraries.

1. Client and Stakeholder Support

•  Assist in preparing client presentations, pitches, and reviews.

•        Respond to client information requests on performance, markets, and investment products.

•  Support relationship management activities under the guidance of the Investment Manager.

1. Compliance and Risk Management

• •  Ensure adherence to Capital Markets Authority (CMA) Uganda and other regulatory requirements.

•  Monitor portfolio risks and flag any breaches of investment guidelines.

•  Support internal audits, compliance reviews, and reporting obligations.

       6 . Team and Administrative Support

•  Collaborate with operations, finance, and compliance teams to ensure smooth investment processes.

1.  Performs any other duties as required

        Key performance Measures

•  Quality, timeliness, and accuracy of research and reports.

•  Contribution to investment decisions and portfolio performance.

•  Client satisfaction with reporting and support.

•  Compliance with investment guidelines and regulatory standards.

•  Efficiency in supporting the investment team’s operations.

•  Client retention and satisfaction levels.

•  Compliance with regulatory requirements (zero penalties/sanctions).

•  Growth in assets under management (AUM).

•  Provide technical support to the Investment Manager and other team members.

1. Contribute to special projects, new product development, and innovation initiatives.

1. Delegated Authority:  As per the approved Delegated Authority Matrix

Knowledge, experience and qualifications required

Academic Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, Actuarial Science, Accounting, Statistics, or a related field (mandatory).
• Progress towards or possession of a professional qualification such as CFA (Chartered Financial Analyst), or CISI is highly desirable.

Professional Experience

• • 1–2 years of relevant experience in investment research, asset management, portfolio management, corporate finance, or financial advisory.
  • Experience in financial modeling, valuation techniques, and economic/market analysis.
  • Exposure to managing or monitoring multi-asset portfolios (equities, fixed income, alternatives, money markets).
  • Familiarity with the Ugandan and East African capital markets, investment instruments, and regulatory environment (Capital Markets Authority Uganda, Bank of Uganda, and other relevant bodies).

Knowledge and Skills

• Strong analytical and quantitative skills with proficiency in financial modeling and valuation tools.
• Knowledge of portfolio management principles, asset allocation, and investment strategies.
• Proficiency in Excel, PowerPoint, and investment tools/software such as Bloomberg, Reuters, or equivalent.
• Good understanding of risk management frameworks and compliance requirements in asset management.
• Excellent report writing, presentation, and communication skills.
• Strong organizational skills with ability to manage multiple tasks and deadlines.
• High attention to detail, integrity, and commitment to ethical investment practices