Graduate Trainee – Performance Analyst (Insurance Job) – Old Mutual Limited

Job Opportunity: Graduate Trainee – Performance Analyst

Employer: Old Mutual Limited
Location: Kampala, Uganda
Job Type: Full-time
Application Deadline: 29th November 2024

Job Summary

The Graduate Trainee-Performance Analyst is responsible for monitoring and analyzing the performance of investment portfolios. This role involves close collaboration with portfolio managers and the investment team to provide data-driven insights and performance measurement that drive investment decision-making and objectives.

Key Responsibilities

• Monitor and analyze investment portfolio performance, identify trends, and provide actionable insights.
• Develop and maintain performance reports and dashboards for stakeholders.
• Conduct investment credit risk reporting for shareholder, policyholder, and third-party funds.
• Formulate and maintain investment performance policies aligned with the Global Investment Performance Standards (GIPS).
• Perform quality checks on raw operational data to ensure accurate client asset valuation and returns.
• Oversee updates to performance-based fees and analyze competitor returns from actuarial surveys.
• Update liquidity monitoring sheets and ensure compliance with portfolio limits.
• Run monthly FUM (Funds Under Management) and NCCF (Net Cashflow Contribution) reports.
• Ensure strict adherence to URBRA limits, compliance regulations, and risk management protocols.
• Contribute to research and propose investment options in collaboration with the Chief Investment Officer.
• Participate in investment committee meetings and provide insights for decision-making.
• Maintain awareness of investment market trends, economic shifts, and regulatory updates.
• Generate quarterly reports for the OMIG Credit Committee.
• Attend client meetings when necessary and undertake other tasks as directed.

Skills and Competencies

• Analytical Thinking: Strong ability to interpret and analyze data.
• Technical Proficiency: Expertise in MS Excel and financial modeling.
• Critical Thinking and Problem-Solving: Ability to address challenges with innovative solutions.
• Communication Skills: Effective presentation and reporting skills.
• Industry Knowledge: Solid foundation in Economics, Finance, and Mathematical Computation.
• Risk Management: Knowledge in credit risk reporting and compliance standards.

Qualifications

• Education: Bachelor’s Degree in a business-related field (required).
• Experience: Previous experience in Fund Management is an added advantage.

Skills Keywords

Analytical Thinking, Communication, Credit Risk Reporting, Decision-Making, Economics, Finance, Investment Portfolios, Market Trends, Mathematical Computation, Problem-Solving, Risk Management, Performance Reporting.

How to Apply

Interested candidates can Click Here to Apply before the closing date of 29th November 2024.

About Old Mutual

Old Mutual Limited (OML) is a leading African financial services group offering a wide range of financial solutions to retail and corporate customers. Operating in 13 countries, Old Mutual is committed to delivering exceptional services in investment, insurance, and banking.