• Investment Strategy and Portfolio Management • Develop, review, and implement investment strategies aligned with Britam Asset Managers’ goals and clients’ mandates. • Lead asset allocation decisions across equities, fixed income, alternatives, and other asset classes. • Monitor and evaluate portfolio performance to ensure competitive risk-adjusted returns. • Recommend tactical investment decisions in response to market dynamics, macroeconomic conditions, and client needs. • Research and Market Analysis • Conduct and oversee in-depth research on local, regional, and global markets, economic trends, and industry developments. • Develop investment insights, forecasts, and reports to guide decision-making. • Build and maintain a database of market intelligence, investment opportunities, and competitor strategies. • Risk Management and Compliance • Ensure investment portfolios comply with regulatory requirements set by BAM Uganda, the Capital Markets Authority (CMA) Uganda, Bank of Uganda, and other relevant regulators. • Implement robust risk management frameworks to monitor credit, market, liquidity, and operational risks. • Establish and enforce internal controls, governance standards, and ethical investment practices. • Client Relationship and Business Development • Engage with institutional clients, pension funds, insurance companies, high-net-worth individuals, and retail clients to understand investment objectives and tailor solutions. • Provide regular investment performance reports and strategic reviews to clients and stakeholders. • Support the business development agenda by contributing to product innovation and strengthening Britam’s reputation as a trusted asset manager. • Leadership and Team Management • Provide direction, mentorship, and professional development to the investment team. • Foster a culture of high performance, accountability, innovation, and ethical conduct within the department. • Collaborate with cross-functional teams (finance, operations, risk, compliance, and IT) to ensure seamless service delivery. • Stakeholder Engagement • Liaise with regulators, auditors, fund managers, custodians, brokers, and other stakeholders in the investment ecosystem. • Represent Britam Asset Managers Uganda in industry forums, policy discussions, and investor conferences. • Contribute thought leadership through publications, presentations, and media engagements to enhance the company’s visibility. • Reporting and Governance • Prepare periodic investment reports for the CEO, Institutional Clients, Board of Directors, and the Investment Committee. • Recommend strategic actions to optimize returns while balancing risk and liquidity. • Ensure timely submission of regulatory and compliance reports. • Delegated Authority: As per the approved Delegated Authority Matrix • Perform any other duties as may be assigned from time to time • Deliver on performance requirements as defined in the departments’ strategy map, balanced scorecard and Personal Scorecard. • Key Performance Measures • Portfolio performance vs. benchmark returns. • Client retention and satisfaction levels. • Compliance with regulatory requirements (zero penalties/sanctions). • Growth in assets under management (AUM). • Innovation in investment products and solutions. • Strength of internal governance and risk frameworks. • Development and retention of investment talent. • Working Relationships • Internal Relationships: • Work with all departments • External Relationships: • Britam customers • Branding companies

• Bachelor’s degree in Finance, Economics, Business, Investment Management, Actuarial Science, Accounting, or related field (mandatory). • Master’s degree in Finance, Economics, or Business Administration (preferred). • Professional certifications such as CFA (Chartered Financial Analyst), or CISI will be an added advantage. • Professional Experience • Minimum of 5–7 years of progressive experience in investment management, asset management, portfolio management, or related financial services. • At least 5 years in a senior investment/portfolio management role with proven responsibility for large, diversified portfolios. • Demonstrated track record of generating superior risk-adjusted returns. • Strong experience in equities, fixed income, alternative assets, and multi-asset class strategies. • Experience engaging with institutional clients (pension funds, insurance companies, high-net-worth individuals). • Familiarity with the Ugandan capital markets and East African investment environment, including regulatory requirements by the Capital Markets Authority (CMA), Bank of Uganda, and other relevant bodies. • Knowledge and Skills • Strong understanding of portfolio theory, asset allocation, financial modeling, and valuation techniques. • Deep knowledge of local, regional, and global markets, economic indicators, and investment instruments. • Excellent knowledge of risk management frameworks and compliance in asset management. • Proficiency in investment tools/software such as Bloomberg, Reuters, Excel financial modeling, or other portfolio management systems. • Strong analytical and problem-solving skills with the ability to translate market data into actionable insights. • Exceptional communication, presentation, and stakeholder engagement skills. • Leadership and people management skills to guide a high-performing investment team. • High ethical standards, integrity, and sound judgment.