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About the Organisation
Investment Associate job at Britam | Apply Now
Kampala, Uganda
Britam is a leading diversified financial services group operating in Eastern and Southern Africa, committed to providing innovative insurance, asset management, and financial solutions that secure the future of individuals and businesses. With a strong reputation for excellence and reliability, Britam has earned recognition as a trusted brand in financial services, offering customer-centric products tailored to meet evolving market needs.
The company fosters a dynamic and inclusive work culture that values professional growth, innovation, and collaboration, providing employees with rewarding career opportunities, flexible work arrangements, and continuous learning programs. Established in 1965, Britam has evolved into a regional powerhouse, leveraging technology and data-driven strategies to enhance customer experiences through digital transformation and customized financial solutions.
The company operates in seven African countries, including Kenya, Uganda, Tanzania, Rwanda, South Sudan, Mozambique, and Malawi, serving millions of customers through a robust distribution network. Guided by core values of integrity, customer focus, innovation, and teamwork, Britam is committed to corporate social responsibility through initiatives in education, health, and environmental sustainability, empowering communities and fostering economic growth. For more information, visit their official website at www.britam.com.
Are you looking for Finance jobs in Uganda 2025 today? then you might be interested in Investment Associate job at Britam
Full Time
Deadline:
3 Oct 2025
Job Title
Investment Associate job at Britam
Britam
Job Description
Job Title: Investment Associate (Fresher Jobs)
Organisation: Britam
Duty Station: Kampala, Uganda
Job Summary:
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.
Duties, Roles and Responsibilities
Qualifications, Education and Competencies
See all details of the qualifications, competencies and education for this role under the "How to Apply" section below.
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How to Apply
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.
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.
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.
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.
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.
Team and Administrative Support
Collaborate with operations, finance, and compliance teams to ensure smooth investment processes.
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.
Contribute to special projects, new product development, and innovation initiatives.
Delegated Authority: As per the approved Delegated Authority Matrix
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
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.
