Investment Analyst job at Old Mutual
59 Days Ago
Linkedid Twitter Share on facebook

Vacancy title:
Investment Analyst

[ Type: FULL TIME , Industry: Finance , Category: Management ]

Jobs at:

Old Mutual

Deadline of this Job:
Friday, November 01 2024 

Duty Station:
Within Uganda , Kampala, East Africa

Summary
Date Posted: Wednesday, October 23 2024, Base Salary: Not Disclosed

Similar Jobs in Uganda
Learn more about Old Mutual
Old Mutual jobs in Uganda

JOB DETAILS:
Job Description
The incumbent will be responsible for research, investment analysis and provision of relevant information and recommendations on equity, fixed income, offshore, private equity and similar type investments/asset classes.
• Accountable for service delivery through own efforts.
• Individually accountable for managing own time, tasks and output quality.
• Makes increased contributions by broadening individual skills.
• Collaborates effectively with others to achieve personal results.
• Update the research database on a periodic basis.
• Keeping up to date with macro-economic trends, market developments as well as monitoring corporate actions of listed companies.
• Forecasts near term and long-term macroeconomic indicators such as GDP, inflation and interest rates as well as industry and company specific financial projections with clearly identifiable performance drivers.
• Research, analyse and provide relevant information for investment decision making.
• Building a detailed and appropriate model, valuation and investment case for each company which is revisited on a regular basis.
• Demonstrate thorough knowledge and insight into key drivers of assigned companies and industries under review.
• Articulate how changes to key model drivers can affect valuation as well as what assumptions are currently priced into each share and clearly communicate investment recommendation and updates.
• Analyse the position of listed and unlisted companies within the investment universe.
• Analyzing credit risk of listed or unlisted Fixed Income instruments.
• Make recommendations regarding investment attractiveness of listed equities, unlisted equities, offshore, private equity, alternative assets and fixed income instruments to the Investment Committee.
• Develop and make asset allocation recommendations through the Research model portfolio.
• Manage key relationships (external analysts and government institutions) to enhance intelligence gathering.
• Provide support to the Portfolio Managers, Business Development Manager Performance Analyst, Dealer and Risk & Compliance Officer:

Assisting portfolio management roles such as attending client meetings.
• Provide support to the business development process such as review of RFP documents and attending pitches for potential new clients.
• Stakeholder engagement for other Group entities such as, auditors, finance, actuarial etc.
• Advise on implementation of key financial and accounting standards for the Group.
• Assist the Risk & Compliance Officer in verification of client documentation such as Investment Management Agreements, Investment Policy Statements and Know Your Client and Anti Money Laundering documentation.
• Assisting Risk and Compliance in compliance violations reports.
• Act as alternate to Performance Analyst or Dealer as assigned.
• Accepts and adheres to the company values.

Skills
• Accountability, Authentication, Business Development, Client Documentation, Client Meetings, Client Prospecting, Communication, Corporate Actions, Credit Risks, Decision Making, Documentations, Economic Trends, Equities, Financial Forecasting, Fixed Income Investments, Investment Management, Investments, Macroeconomics, Market Research, People Management, Portfolio Management, Private Equity, Researching, Risk Compliance

Education
• Chartered Alternative Investment Specialist (CAIA) (Foreign Qualification) (Required), Chartered Financial Analyst (CFA)(Foreign Qualification) (Required), Honours Degree (Hons): Economics (Required)


Education Requirement: No Requirements

Job Experience: No Requirements

Work Hours: 8


Experience in Months:

Level of Education:

Job application procedure

Interested and qualified, Click here to apply.


All Jobs

QUICK ALERT SUBSCRIPTION

Job Info
Job Category: Management jobs in Uganda
Job Type: Full-time
Deadline of this Job: 01 November 2024
Duty Station: Kampala
Posted: 23-10-2024
No of Jobs: 1
Start Publishing: 23-10-2024
Stop Publishing (Put date of 2030): 23-10-2068
Apply Now
Notification Board

Join a Focused Community on job search to uncover both advertised and non-advertised jobs that you may not be aware of. A jobs WhatsApp Group Community can ensure that you know the opportunities happening around you and a jobs Facebook Group Community provides an opportunity to discuss with employers who need to fill urgent position. Click the links to join. You can view previously sent Email Alerts here incase you missed them and Subscribe so that you never miss out.

Caution: Never Pay Money in a Recruitment Process.

Some smart scams can trick you into paying for Psychometric Tests.