Job Openings at Britam

Job Purpose: 

• Responsible for Portfolio Administration, Valuation, Reporting and Performance Measurement of Unit Trust Funds, Wealth Management Funds, Retail Pension and Discretionary Clients under Britam Asset Managers.  

Key responsibilities: 
Portfolio Administration and Valuation Support  

• Review and post portfolio income entries and support valuation-related activities.  
• Perform daily valuation, pricing, amortization, revaluation, and impairment of securities (equities, fixed income, indices, and FX).  
• Conduct validation checks to ensure accuracy, completeness, and integrity of fund pricing processes.  
• Monitor and ensure accuracy of portfolio administration activities and end-of-day valuation outputs.  

Cash and Custody Reconciliations  

• Perform daily cash and investment reconciliations between custodians and internal fund records.  
• Investigate, resolve, and escalate reconciliation breaks in a timely manner.  
• Conduct monthly asset holding reconciliations between custodians (banks) and fund managers.  
• Monitor accuracy of cash positions, investment balances, and settlement activities.  

Transaction Processing and Oversight  

• Oversee recording and settlement of traded securities, corporate actions, and disbursement transactions.  
• Ensure completeness, accuracy, and timeliness of all transaction processing activities.  
• Monitor operational transaction flows to ensure adherence to internal controls and procedures.  

Regulatory and Compliance Reporting  

• Prepare and submit regulatory reports to Capital Markets Authority (CMA), Retirement Benefits Authority (RBA), trustees, and other stakeholders within stipulated timelines.  
• Produce statutory, client, and management reports accurately and on schedule.  
• Support compliance with regulatory requirements and internal policies governing operations.  

Client Administration and Servicing  

• Review and disseminate client statements, contract notes, and transaction confirmations.  
• Support resolution of client operational queries and correspondence in a timely manner.  
• Maintain high service standards and adherence to turnaround timelines to enhance client experience.  

Performance Measurement and Fund Accounting Support  

• Measure fund performance against benchmarks and support performance reporting.  
• Compute, accrue, and validate management fees, expenses, and fund-related charges.  
• Prepare periodic portfolio holdings, movement, revenue, and performance reports.  

Regional and Cross-Functional Support  

• Provide operational support to BAM Uganda under the hub-and-spoke framework.  
• Coordinate with custodians, trustees, finance, IT, and client service teams to ensure seamless operations.  
• Support cross-functional initiatives impacting operations and service delivery.  

Process Improvement, Automation and Project Support  

• Participate in system enhancements, user acceptance testing (UAT), and process improvement initiatives.  
• Support operational efficiency, digitization, and automation efforts.  
• Contribute to process redesign and continuous improvement of operational workflows.  

Risk Management and Control Environment  

• Support operational risk management through reconciliations, reporting accuracy, and transaction controls.  
• Ensure adherence to internal policies, procedures, and regulatory standards.  

General Responsibilities  

• Perform any other duties as may be assigned from time to time in support of business operations objectives. 

Knowledge, experience and qualifications required:

• Bachelor's degree in Finance, Accounting, Economics, Business Administration or related field.   
• 4–6 years’ relevant experience in asset management, and administration, or investment operations  
• 3Professional certification in accounting or finance (CPA (Part II or above), ACCA, CFA Level I or above preferred)  

Demonstrated experience in:  

• Fund accounting and valuation processes  
• Reconciliation and transaction management  
• Regulatory and statutory reporting  
• Client servicing within financial services or asset management  
• Experience working within a regulated financial environment is essential  
• Exposure to regional operations or multi-entity environments is an added advantage 

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Job Purpose: 

• Drive the growth of the FA business to meet set annual premium targets through managing various production channels and direct sales targets. Reporting to the Business Development Manager, the incumbent will drive an increase in Britam business by growing and retaining customers.  

Key Responsibilities:

• Secure new GI business through intermediaries. 
• Retain existing GI business as per set objectives. 
• Maintain excellent customer service to intermediaries and clients.  
• Service existing business and resolve customer complaints.  
• Follow up on renewals for general insurance business. 
• Forward proposal forms to underwriting department. 
• Follow up premium collections for GI clients. 
• Prepare weekly and daily reports as required.  
• Undertake initial underwriting in accordance with set guidelines to ensure sound acceptance of risk.  
• Respond to customer and client enquiries. 
• Follow up on commissions and claims issues emanating from intermediaries.
• Recruitment of intermediaries as per set objectives. 
• Conversion of FA’s in the market to ensure all are placing general insurance business.  
• Continuous execution of initiatives and strategies per market to ensure meeting of set objectives and reviewing them where need be.  
• Training of intermediaries on general insurance products and submitting training schedules to supervisors.  
• Use authorized incentive scheme to bring in new business through training intermediaries on the same and marketing it.  
• Creating strategic partnerships with intermediaries for maximum business support.  
• Sharing of market intelligence with supervisor. 
• Work closely with underwriter and branch manager and other lines of business to achieve set objectives. 
• Perform any other duties as may be assigned from time to time. 
• Delegated Authority: As per the approved delegated authority matrix.  

Knowledge, experience and qualifications required:

• Bachelors’ degree in a business related field. 
• Progress in Professional qualification in Insurance (DIP ACII, DIP IIK, ACII, IIK). 
• 2- 4  year’s relevant experience in the insurance industry. 

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Job Purpose:

• The Brand Shop Intern will support the day-to-day operations of the Brand Shop by assisting in merchandise sales, inventory management, stock coordination, customer service, and dispatch activities. The role holder will help ensure the shop operates efficiently, maintains accurate inventory records, and delivers excellent customer experience while supporting brand visibility through branded merchandise management and working well alongside the Brandshop Associate. 

Key Responsibilities:

• Support the receipt, QC inspection, and reconciliation of incoming merchandise against purchase orders and delivery notes and ensure proper record keeping.  
• Assist in maintaining accurate inventory records, including stock levels, items sold, and surplus stock.  
• Flag damaged, missing, or incorrectly supplied items to for resolution.  
• Help the Brandshop Associate to maintain optimal stock levels to minimize overstocking, wastage and stockouts.  
• Assist in stock-taking exercises and reconciliation of physical stock against system records.  
• Support the timely coordination and dispatch of branded merchandise to branches and other departments.  
• Provide excellent customer service by assisting customers with merchandise selection and packaging processes.  
• Support the implementation of sales promotions, discounts, and other Brand Shop initiatives.  
• Ensure the Brand Shop floor and storage areas remain clean, organized, and visually appealing always.  
• Proper logging of customer orders on Mail Matrix and proper gate pass issuance.  
• Carry out any other duties as assigned from time to time.  

Qualifications and Experience: 

• Bachelor’s Degree or Diploma in Procurement, Supply Chain Management, Marketing, Business Administration, or a related field.  
• Recent graduate or candidate seeking practical experience in retail operations, inventory management, or customer service.  
• Basic understanding of stock control and inventory management processes will be an added advantage.  
• Proficiency in Microsoft Office applications, particularly Excel, Word, and PowerPoint.  
• Familiarity with a POS system / KRA iTax System is an added advantage.