Investment AssociateNew!

• Conduct research and analysis on government and corporate bonds, equities and money market instruments, including macroeconomic, interest-rate, issuer and company analysis.
• Build and maintain financial, valuation, yield and pricing models for securities under consideration or held in the portfolios.
• Track market developments including Treasury auctions and secondary market activity, and prepare regular market updates.
• Monitor unit trust funds and segregated mandates against fund mandates, IPS and CMA investment limits, flagging and escalating breaches.
• Track asset allocation, liquidity, duration, concentration and performance against benchmarks, and recommend rebalancing.
• Support daily fund valuation and pricing, and reconcile positions and valuations with custodians and fund administrators.
• Support trade execution by preparing trade instructions, obtaining approvals and confirming settlement.
• Prepare investment committee papers, investment proposals and portfolio reviews.
• Prepare client reports, fund fact sheets and Board and Trustee reports.

Qualifications & Experience:

• Bachelor's degree in Finance, Economics, Accounting, Business, Actuarial Science, Statistics or a related field.
• Progress towards the CFA, or an equivalent professional qualification such as ACCA or CPA.
• Must be eligible for licensing by the Capital Markets Authority (CMA) Uganda.
• 3 to 5 years' experience in investment analysis, fund or asset management, treasury or securities brokerage.
• Good understanding of fixed income, equity and money market instruments and the Uganda capital markets.
• Ability to analyse financial statements and build financial and valuation models.

Skills & Competencies:

• Strong Microsoft Excel skills.
• Attention to detail and high integrity.
• Excellent organisational and communication skills.
• Team player able to work under pressure and deadlines.
• Ability to work independently and take ownership.