Investment Manager job at Britam | Apply Now

Investment Strategy and Portfolio Management

• Develop, review, and implement investment strategies aligned with Britam Asset Managers’ goals and clients’ mandates.

• Lead asset allocation decisions across equities, fixed income, alternatives, and other asset classes.

• Monitor and evaluate portfolio performance to ensure competitive risk-adjusted returns.

• Recommend tactical investment decisions in response to market dynamics, macroeconomic conditions, and client needs.

Research and Market Analysis

• Conduct and oversee in-depth research on local, regional, and global markets, economic trends, and industry developments.

• Develop investment insights, forecasts, and reports to guide decision-making.

• Build and maintain a database of market intelligence, investment opportunities, and competitor strategies.

Risk Management and Compliance

• Ensure investment portfolios comply with regulatory requirements set by BAM Uganda, the Capital Markets Authority (CMA) Uganda, Bank of Uganda, and other relevant regulators.

• Implement robust risk management frameworks to monitor credit, market, liquidity, and operational risks.

• Establish and enforce internal controls, governance standards, and ethical investment practices.

Client Relationship and Business Development

• Engage with institutional clients, pension funds, insurance companies, high-net-worth individuals, and retail clients to understand investment objectives and tailor solutions.

• Provide regular investment performance reports and strategic reviews to clients and stakeholders.

• Support the business development agenda by contributing to product innovation and strengthening Britam’s reputation as a trusted asset manager.

Leadership and Team Management

• Provide direction, mentorship, and professional development to the investment team.

• Foster a culture of high performance, accountability, innovation, and ethical conduct within the department.

• Collaborate with cross-functional teams (finance, operations, risk, compliance, and IT) to ensure seamless service delivery.

Stakeholder Engagement

• Liaise with regulators, auditors, fund managers, custodians, brokers, and other stakeholders in the investment ecosystem.

• Represent Britam Asset Managers Uganda in industry forums, policy discussions, and investor conferences.

• Contribute thought leadership through publications, presentations, and media engagements to enhance the company’s visibility.

• Kampala real estate

Reporting and Governance

• Prepare periodic investment reports for the CEO, Institutional Clients, Board of Directors, and the Investment Committee.

• Recommend strategic actions to optimize returns while balancing risk and liquidity.

• Ensure timely submission of regulatory and compliance reports.

Delegated Authority: As per the approved Delegated Authority Matrix

• Perform any other duties as may be assigned from time to time

• Deliver on performance requirements as defined in the departments’ strategy map, balanced scorecard and Personal Scorecard.

Key Performance Measures:

• Portfolio performance vs. benchmark returns.

• Client retention and satisfaction levels.

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

• Growth in assets under management (AUM).

• Innovation in investment products and solutions.

• Strength of internal governance and risk frameworks.

• Development and retention of investment talent.