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Assistant Portfolio Manager job at Future Options Consulting | Apply Now
Are you looking for Finance jobs in Uganda 2025 today? then you might be interested in Assistant Portfolio Manager job at Future Options Consulting
About the Organisation
Future Options Consulting is a leading management consultancy firm in Uganda, specializing in providing comprehensive human resources solutions, business advisory services, and capacity-building programs. Established to address the growing needs of organizations for strategic management and operational efficiency, Future Options Consulting has built a strong reputation for delivering high-quality, tailored services that drive organizational success.
The firm offers a wide range of services including recruitment and executive search, HR outsourcing, training and development, organizational development, and market research. These services are designed to help organizations optimize their workforce, improve performance, and achieve their business objectives. Future Options Consulting's team of experienced professionals brings deep industry knowledge and expertise, ensuring that clients receive insightful and practical solutions to their challenges.
Future Options Consulting is also known for its innovative approach to talent management, utilizing advanced tools and methodologies to identify and develop high-potential individuals within organizations. The firm’s training programs are highly regarded for their focus on skill enhancement and professional growth, helping employees at all levels to excel in their roles and contribute to the overall success of their organizations.
Kampala, Uganda
Full Time
Job Title
Assistant Portfolio Manager job at Future Options Consulting
Future Options Consulting
Job Description
Job Title: Assistant Portfolio Manager
Organisation: Future Options Consulting
Duty Station: Kampala, Uganda
Job Summary:
Our Client, a company that provides a range of investment services, including private wealth management, unit trusts, and fund management. It offers investment solutions for individuals and institutions, with options to invest in various asset classes like money market, fixed income, and equities, aiming to help clients preserve and grow wealth
Duties, Roles and Responsibilities
The Assistant Portfolio Manager supports the Portfolio Manager in managing investment portfolios to meet client objectives. This role involves conducting investment research, monitoring market trends, analysing portfolio performance, and preparing reports. The ideal candidate possesses strong analytical skills, financial acumen, and a keen interest in markets and portfolio construction.
Assist in the day-to-day management and monitoring of investment portfolios
Conduct fundamental and quantitative research on securities, industries, and market trends
Prepare investment memos, performance reports, and presentations for clients or internal stakeholders
Monitor portfolio risk, asset allocation, and compliance with investment guidelines
Generate trade ideas and assist in trade execution and rebalancing of portfolios
Maintain portfolio management systems and ensure accurate data entry
Collaborate with research analysts, operations, and compliance teams
Support the development of investment strategies and provide input on asset allocation decisions
Stay current on market developments and regulatory changes affecting investments
Invest funds appropriately in line with the house view and client investment guidelines;
Maintain and build Client and Stakeholder relationships for retention, growth and new business opportunities purposes.
Aid Business Development by providing technical bid information, client leads and market intelligence to keep abreast with Industry market trends.
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
Qualifications, Education and Competencies
Bachelor of Science Actuarial, Mathematics or Commerce or Finance
Progress toward CFA designation
CISI certificate
Knowledge of risk management metrics and techniques
Details of experience
At least three (3) years’ experience in investment support role
Knowledge, skills and competences
Excellent communication and presentation skills including ability to develop proposals, concept papers, position papers as well as write reports and prepare relevant publications.
High level interpersonal and cross-cultural skills, including ability to build alliances and collaborative relationships with sensitivity to diversity.
Attention to detail and ability to work under pressure
Strong understanding of financial markets, instruments, and portfolio theory
Strategic thinking and problem-solving skills
Excellent analytical, problem-solving, and quantitative skills
Good customer relationship management skills (internal and external customers)
Team-oriented with a proactive attitude
How to Apply
All interested and suitably qualified candidates should email their CVs to racheal@futureoptions.org no later than 11:59 PM EAT on 28 November 2025. Please note that only shortlisted candidates will be contacted.
Deadline: 28th November 2025
