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Graduate Trainee, Performance Analyst job at UAP Old Mutual Life Assurance | Apply Now
Are you looking for Graduate Trainee jobs in Uganda 2024 today? then you might be interested in Graduate Trainee, Performance Analyst job at UAP Old Mutual Life Assurance
Kampala, Uganda
Full Time
About the Organisation
UAP Old Mutual Group is a subsidiary of Old Mutual Limited (OML) based in South Africa and operates in 13 Markets across the region including Uganda. We’re an integrated financial services provider in East Africa, leveraging on the strength of our capabilities in local expertise and the global group. We’re glad to partner with individuals and corporates to provide financial solutions including, General Insurance, Life Insurance, Asset Management, Investment and Banking.
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 Title
Graduate Trainee, Performance Analyst job at UAP Old Mutual Life Assurance
UAP Old Mutual Life Assurance
Job Description
Job Title: Graduate Trainee, Performance Analyst (No Experience Jobs)
Organisation: UAP Old Mutual Insurance
Duty Station: Kampala, Uganda
Duties, Roles and Responsibilities
Responsibilities:
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
SERVICES
COMMERCIAL
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INDUSTRIAL
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RESIDENTIAL
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COMMERCIAL
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INDUSTRIAL
SERVICES
RESIDENTIAL
SERVICES
COMMERCIAL
SERVICES
COMMERCIAL
SERVICES
COMMERCIAL
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
Qualifications, Education and Competencies
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)
How to Apply
All suitably qualified candidates are encouraged to submit your application and complete Curriculum Vitae by applying online through visiting Old Mutual’s e-recruitment jobs portal at the web Apply Button below.
Deadline: 29th November 2024
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