JOB DETAILS:
About Us
Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending.
We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.
Job Description
The Performance Analyst is responsible for monitoring and analyzing the performance of investment portfolios. The analyst will work closely with portfolio managers, investment analysts, and other members of the investment team to provide performance measurement and attribution analysis that will inform investment decision making and help to achieve investment objectives.
• Monitor and analyze the performance of investment portfolios and individual securities, identify trends, and provide insights and recommendations to the investment team.
• Develop and maintain performance reports and dashboards for portfolio managers, investment analysts, and other stakeholders.
• Investment Credit Risk reporting of Shareholder, Policyholder and Third-Party funds to Group Credit Risk
• Develop and maintain investment performance policies in line with the Global Investment Performance Standards.
• Sensitization checks on OMIG raw data from operations to ensure accurate client asset value and returns.
• Guiding and ensuring all performance – based fees are updated.
• Analysis on competitor returns as provided by the Actuarial surveys.
• Maintain and update of the liquidity monitoring sheet.
• Accurate running of monthly FUM and NCCF numbers for presentation to the Investment team and Finance
• Ensure all portfolios are within the URBRA limits and notify those relevant in case of breaches.
• Strict adherence to all regulations, reporting standards, practices and all internal processes and procedures as per the relevant manuals and comply with all relevant external legislation and regulations regarding Compliance requirements.
• Ensure that all risk management requirements within your remit are addressed and where necessary are escalated through the available defined channels.
• Assist in the research and give viable proposals/investment options and reporting options- meet present and future requirements within agreed timescales for further discussion with the Chief Investment Officer.
• Attend investment committee meetings and contribute to discussion and investment decisions.
• Maintain a comprehensive understanding of investment markets, including economic trends and regulatory changes.
• Quarterly reporting to the OMIG Credit committee.
• Attend client meetings if needed.
• Undertake any other tasks as directed
Skills and competencies:
Data Analytical skills, competencies in Ms Excel and financial modelling Critical Thinking Problem Solving Communication Skills Industry knowledge in the field of Economics, Mathematical computation and Finance
Qualifications:
Relevant degree in Business related field. Experience in Fund Management will be an added advantage.
Skills
Analytical Thinking, Communication, Credit Risk Reporting, Credit Risks, Critical Thinking, Dashboard Reporting, Decision Making, Economics, Finance, Investment Performance, Investment Portfolios, Investments, Large Group Presentations, Management Reporting, Market Trends, Mathematical Computation, Performance Reports, Problem Solving, Quarterly Reports, Risk Management, Risk Reporting
Education
Bachelors Degree (B): Management: Retirement Funds (Required)
Job Experience: No Requirements
Work Hours: 8
Experience in Months:
Level of Education: Bachelor Degree
Job application procedure
Interested Candidates, Please Click Here To Apply
More Information
- Salary Offer 100000 - 5000000 USD 100000 - 5000000 Month
- Address Kampala, Kampala, Kampala, Uganda