Portfolio Manager - Alternative Investments
2025-12-10T19:07:35+00:00
Old Mutual
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https://www.uapoldmutual.co.ug/
FULL_TIME
KAMPALA
Kampala
00256
Uganda
Insurance
Management, Accounting & Finance, Business Operations
2025-12-17T17:00:00+00:00
Uganda
8
Lets Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
KEY TASKS AND RESPONSIBILITIES
- Develop investment and economic strategies based on management philosophy and customer objectives
- Focus on fund structuring and establishment; fundraising (targeting pension funds, institutional investors, DFIs, and HNIs;
- Formulation of investment strategy and portfolio construction.
- Deal sourcing and pipeline management; deal screening, assessment, structuring, negotiation, valuation/credit assessment, approval preparation and implementation; deal implementation and closing,
- Manage due diligence process and approval process at Investment Committee, collateral management, ongoing asset management and exit.
- Administrative responsibilities may include fund accounting, maintenance of capital accounts, quarterly reporting, liquidity management, managing inflows and outflows, managing payments, annual audits. Also consider regulatory and group engagements and reporting.
- Portfolio management: Monitor the financial and operational performance of existing portfolio companies, ensuring compliance with investment terms and identifying areas for improvement.
- Stakeholder relations: Build and maintain relationships with general partners, external partners, and clients, and provide regular updates on portfolio performance.
- Team collaboration and mentorship: Work closely with senior management and cross-functional teams, and often mentor and develop junior investment team members.
- ESG incorporation and reporting across the investment portfolios.
- Individually accountable for managing own time, tasks and output quality.
- Advising on implementation of key financial and accounting standards for the Group.
- Accepts and adheres to the company values.
ANTI-MONEY LAUNDERING (AML) EXPECTATION
The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.
QUALIFICATIONS AND EXPERIENCE
- Bachelor’s degree in Finance, Accounting, Economics, Investment Management, or a related field is required.
- Professional certification or ongoing progress toward CFA or CAIA is a strong advantage.
- Minimum of three (3) years’ experience in investment management, corporate finance, private equity, venture capital, or a similar analytical role.
- Practical experience in financial modelling, investment analysis, due diligence, and transaction execution.
- Exposure to alternative investment classes such as private credit, private equity, real estate, or infrastructure is an added advantage.
- Experience in portfolio monitoring, reporting, and engagement with regulators, auditors, or institutional clients.
- Strong analytical capability, sound investment judgment, and a solid understanding of risk management principles.
- Excellent communication and stakeholder management skills, with high levels of integrity and adherence to regulatory and compliance requirements.
- Participates in developing investment recommendations for portfolio managers relating to existing and potential investments. Develops and amends quantitative models to analyse and forecast market developments, estimating risks, identifying factors influencing investment decisions and quantifying potential risks and rewards.
Responsibilities
Financial Management and Control
Work within established systems to deliver prescribed outcomes for a designated area of financial control.
Risk Scenario Modeling
Analyze and assess the risks associated with products, individual applications, new business areas, and the market to quantify risk and ensure it is within the agreed risk appetite.
Data Collection and Analysis
Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Financial Policies, Guidelines, and Protocols
Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
Investment Management
Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.
Recommendations
Advise managers how to apply a wide variety of existing procedures and precedents.
Internal Communications
Help others get the most out of internal communications systems by offering support and advice.
Information and Business Advice
Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
Document Preparation
Edit document in line with organizational style guidelines and prepare information for publication.
Internal Client Relationship Management
Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
Personal Capability Building
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
* Develop investment and economic strategies based on management philosophy and customer objectives * Focus on fund structuring and establishment; fundraising (targeting pension funds, institutional investors, DFIs, and HNIs) * Formulation of investment strategy and portfolio construction. * Deal sourcing and pipeline management; deal screening, assessment, structuring, negotiation, valuation/credit assessment, approval preparation and implementation; deal implementation and closing, * Manage due diligence process and approval process at Investment Committee, collateral management, ongoing asset management and exit. * Administrative responsibilities may include fund accounting, maintenance of capital accounts, quarterly reporting, liquidity management, managing inflows and outflows, managing payments, annual audits. Also consider regulatory and group engagements and reporting. * Portfolio management: Monitor the financial and operational performance of existing portfolio companies, ensuring compliance with investment terms and identifying areas for improvement. * Stakeholder relations: Build and maintain relationships with general partners, external partners, and clients, and provide regular updates on portfolio performance. * Team collaboration and mentorship: Work closely with senior management and cross-functional teams, and often mentor and develop junior investment team members. * ESG incorporation and reporting across the investment portfolios. * Individually accountable for managing own time, tasks and output quality. * Advising on implementation of key financial and accounting standards for the Group. * Accepts and adheres to the company values. * Ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action. * Work within established systems to deliver prescribed outcomes for a designated area of financial control. * Analyze and assess the risks associated with products, individual applications, new business areas, and the market to quantify risk and ensure it is within the agreed risk appetite. * Conduct research using primary data sources, and select information needed for the analysis of key themes and trends. * Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice. * Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios. * Advise managers how to apply a wide variety of existing procedures and precedents. * Help others get the most out of internal communications systems by offering support and advice. * Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy. * Edit document in line with organizational style guidelines and prepare information for publication. * Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues. * Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
* Accounting * Accounting * Accounting Standards * Action Planning * Alternative Investments * Analytics Software * Asset Management * Budget Management * Client Management * Collateral Management * Compliance Requirements * Computer Literacy * Corporate Finance * Cross-Functional Teamwork * Customer Due Diligence (CDD) * Data Classification * Data Compilation * Data Quality * Data Query * Datasource * Deal Screening * Deal Sourcing * Due Diligence * Employee Relationships * Enhanced Due Diligence
* Bachelor’s degree in Finance, Accounting, Economics, Investment Management, or a related field is required. * Professional certification or ongoing progress toward CFA or CAIA is a strong advantage. * Minimum of three (3) years’ experience in investment management, corporate finance, private equity, venture capital, or a similar analytical role. * Practical experience in financial modelling, investment analysis, due diligence, and transaction execution. * Exposure to alternative investment classes such as private credit, private equity, real estate, or infrastructure is an added advantage. * Experience in portfolio monitoring, reporting, and engagement with regulators, auditors, or institutional clients. * Strong analytical capability, sound investment judgment, and a solid understanding of risk management principles. * Excellent communication and stakeholder management skills, with high levels of integrity and adherence to regulatory and compliance requirements. * Participates in developing investment recommendations for portfolio managers relating to existing and potential investments. Develops and amends quantitative models to analyse and forecast market developments, estimating risks, identifying factors influencing investment decisions and quantifying potential risks and rewards.
JOB-6939c4f72c8ad
Vacancy title:
Portfolio Manager - Alternative Investments
[Type: FULL_TIME, Industry: Insurance, Category: Management, Accounting & Finance, Business Operations]
Jobs at:
Old Mutual
Deadline of this Job:
Wednesday, December 17 2025
Duty Station:
KAMPALA | Kampala | Uganda
Summary
Date Posted: Wednesday, December 10 2025, Base Salary: Not Disclosed
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JOB DETAILS:
Lets Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
KEY TASKS AND RESPONSIBILITIES
- Develop investment and economic strategies based on management philosophy and customer objectives
- Focus on fund structuring and establishment; fundraising (targeting pension funds, institutional investors, DFIs, and HNIs;
- Formulation of investment strategy and portfolio construction.
- Deal sourcing and pipeline management; deal screening, assessment, structuring, negotiation, valuation/credit assessment, approval preparation and implementation; deal implementation and closing,
- Manage due diligence process and approval process at Investment Committee, collateral management, ongoing asset management and exit.
- Administrative responsibilities may include fund accounting, maintenance of capital accounts, quarterly reporting, liquidity management, managing inflows and outflows, managing payments, annual audits. Also consider regulatory and group engagements and reporting.
- Portfolio management: Monitor the financial and operational performance of existing portfolio companies, ensuring compliance with investment terms and identifying areas for improvement.
- Stakeholder relations: Build and maintain relationships with general partners, external partners, and clients, and provide regular updates on portfolio performance.
- Team collaboration and mentorship: Work closely with senior management and cross-functional teams, and often mentor and develop junior investment team members.
- ESG incorporation and reporting across the investment portfolios.
- Individually accountable for managing own time, tasks and output quality.
- Advising on implementation of key financial and accounting standards for the Group.
- Accepts and adheres to the company values.
ANTI-MONEY LAUNDERING (AML) EXPECTATION
The incumbent will be responsible for ensuring adherence to, implementation of, and adoption of Compliance, Anti-Money Laundering (AML), and Sanctions-related policies, procedures, and process requirements within Old Mutual and its subsidiaries. This includes execution of customer due diligence processes, ensuring compliance with Know-Your-Customer (KYC) standards, conducting ongoing and enhanced due diligence, and maintaining data quality. Additionally, the role involves identifying and monitoring potential AML, Sanctions, or Compliance breaches and unusual activities, and escalating these concerns to the Risk and Compliance Office for further action.
QUALIFICATIONS AND EXPERIENCE
- Bachelor’s degree in Finance, Accounting, Economics, Investment Management, or a related field is required.
- Professional certification or ongoing progress toward CFA or CAIA is a strong advantage.
- Minimum of three (3) years’ experience in investment management, corporate finance, private equity, venture capital, or a similar analytical role.
- Practical experience in financial modelling, investment analysis, due diligence, and transaction execution.
- Exposure to alternative investment classes such as private credit, private equity, real estate, or infrastructure is an added advantage.
- Experience in portfolio monitoring, reporting, and engagement with regulators, auditors, or institutional clients.
- Strong analytical capability, sound investment judgment, and a solid understanding of risk management principles.
- Excellent communication and stakeholder management skills, with high levels of integrity and adherence to regulatory and compliance requirements.
- Participates in developing investment recommendations for portfolio managers relating to existing and potential investments. Develops and amends quantitative models to analyse and forecast market developments, estimating risks, identifying factors influencing investment decisions and quantifying potential risks and rewards.
Responsibilities
Financial Management and Control
Work within established systems to deliver prescribed outcomes for a designated area of financial control.
Risk Scenario Modeling
Analyze and assess the risks associated with products, individual applications, new business areas, and the market to quantify risk and ensure it is within the agreed risk appetite.
Data Collection and Analysis
Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Financial Policies, Guidelines, and Protocols
Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.
Investment Management
Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.
Recommendations
Advise managers how to apply a wide variety of existing procedures and precedents.
Internal Communications
Help others get the most out of internal communications systems by offering support and advice.
Information and Business Advice
Resolve queries from internal or external customers or suppliers by providing information on complex processes and the related policies, referring issues to others where necessary for interpretation of policy.
Document Preparation
Edit document in line with organizational style guidelines and prepare information for publication.
Internal Client Relationship Management
Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
Personal Capability Building
Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
Work Hours: 8
Experience in Months: 36
Level of Education: bachelor degree
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