Investment Associate job at Britam


Investment Associate
2025-09-29T07:34:10+00:00
Britam
https://cdn.greatugandajobs.com/jsjobsdata/data/employer/comp_1551/logo/Britam.png
FULL_TIME
 
Uganda
Kampala
00256
Uganda
Insurance
Accounting & Finance
UGX
 
MONTH
2025-10-09T17:00:00+00:00
 
Uganda
8

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.
 
 
 
bachelor degree
12
JOB-68da36723be66

Vacancy title:
Investment Associate

[Type: FULL_TIME, Industry: Insurance, Category: Accounting & Finance]

Jobs at:
Britam

Deadline of this Job:
Thursday, October 9 2025

Duty Station:
Uganda | Kampala | Uganda

Summary
Date Posted: Monday, September 29 2025, Base Salary: Not Disclosed

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JOB DETAILS:

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.

 

Work Hours: 8

Experience in Months: 12

Level of Education: bachelor degree

Job application procedure

Interested in applying for this job? Click here to submit your application now

 

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