Fresher Investment Analyst Job Opportunities – UAP Old Mutual Insurance

Job Title:   Investment Analyst (Fresher Job Opportunities)  

Organisation: UAP Old Mutual Insurance

Duty Station:  Kampala, Uganda


About US:

The UAP Old Mutual Group is an integrated Financial Service business comprising Faulu Microfinance Bank, UAP and Old Mutual. The Group, which is operational in East Africa services to more than 1.2 million customers across Kenya, Uganda, Tanzania, Rwanda and South Sudan. The UAP Old Mutual Group now comprises of three key players as a result of the acquisition of a controlling stake in Faulu in 2014 and UAP in 2015 by Old Mutual. The acquisitions resulted in Old Mutual Kenya UAP Holdings and Faulu Microfinance Bank, forming one of the largest financial services groups with a growing footprint in East and Central Africa. UAP and Old Mutual have been major players in the financial services market in East Africa for decades. The two entities have vast experience in Insurance, Investment, Asset Management and Banking, and are passionate about helping our customers achieve their financial goals.


Job Summary:  The investment analyst will participate in our sound portfolio management strategy by providing the necessary data for our decision making process. The successful candidate will be tasked to carry out financial research and report on prospective investment avenues.


Key Duties and Responsibilities:  

  • Conducting due diligence on companies and industries by researching, reading financial statements and market data and make recommendations to investment committee.
  • Analyzing financial information relating to specific companies, e.g. company results, profit and loss, balance sheet and cash flow statements to determine how an organisation is positioned to deliver for investors
  • Keeping up to date with market developments, new investment products and all other areas that can affect the markets, e.g. movements in the economies of relevant countries
  • Perform regular reconciliations with the custodian to ensure more accurate reporting to clients
  • Drafting and writing research reports for the investment committee or client use
  • Making recommendations to fund managers, being able to position ideas and articulate to the fund manager about the risk or payoff for each recommendation
  • Working with portfolio manager to ensure that all compliance regulations are met.
  • Any other duties as may be assigned by your supervisor


Qualifications, Skills and Experience:

  • The applicant must hold a Bachelor of Commerce Honours (BCom Hons): Finance


How to Apply:

All candidates should apply online at the link below.


Click Here


Deadline: 26th May 2022


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