Gloria Ahikiriza
Investment Portfolio Manager
Kampala
Summary
Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive, and business audiences.
With a proven track record at Sanlam Investments East Africa Limited, I excel in analyzing investment opportunities and fostering client relationships. My expertise in portfolio optimization and client interfacing has significantly enhanced portfolio performance and client satisfaction, showcasing my ability to deliver strategic investment solutions and maintain high-level professional relationships.
Overview
16
16
years of professional experience
3
3
Certifications
Work History
Investment Portfolio Manager
Sanlam Investments East Africa Limited
08.2020 - Current
- Presented detailed reports on portfolio performance, highlighting key drivers of growth and areas of improvement.
- Evaluated potential alternative investments such as private equity funds, property and upcoming Initial Public Offers as part of a broader effort to diversify client portfolios.
- Facilitated portfolio performance review and implemented new strategies.
- Analyzed and collaborated with fellow analysts to identify promising investment opportunities, maximizing portfolio growth.
- Managed diverse portfolios, ensuring proper diversification and alignment with client objectives.
- Proactively communicated changes in market conditions that warranted adjustments within portfolios, minimizing potential losses or missed opportunities.
- Developed rebalancing strategies to minimize risk exposures. Analyzed and rebalanced client portfolios to align with changing risk tolerances and investment objectives.
- Enhanced client trust and retention by delivering personalized portfolio performance reviews and forecasts.
Assistant Portfolio Manager
Sanlam Investments East Africa Limited
10.2017 - 07.2020
- Optimized risk management processes by regularly reviewing portfolio holdings for adherence to established guidelines.
- Facilitated cross-functional collaboration within the firm, strengthening overall teamwork and productivity levels.
- Generated alpha by actively managing sector weightings and individual stock positions within the portfolio.
- Prepared insightful reports for clients regarding portfolio performance, market outlook, and investment recommendations.
- Collaborated with the Portfolio Manager to maintain a diversified portfolio, reducing overall risk exposure.
- Developed strategic asset allocation models for optimal risk-adjusted returns.
- Ensured compliance with regulatory requirements while maintaining a comprehensive understanding of relevant policies, procedures, rules, and regulations governing securities trading activity.
Investment Analyst
PineBridge Investments East Africa Limited
01.2013 - 09.2017
- Continuously refined analytical methodologies to ensure the highest quality of output while keeping abreast of industry best practices.
- Conducted detailed investment analysis, calculations and reports.
- Developed comprehensive financial models to support investment decisions for diverse clientele.
- Improved information flow within the team by implementing an effective communication strategy for sharing market insights and updates.
- Participated actively in client meetings by presenting insightful findings that informed strategic decision-making processes.
- Streamlined internal processes, resulting in improved efficiency for the investment team.
Administrative Assistant
PineBridge Investments East Africa Limited
03.2009 - 12.2012
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
- Promoted a positive work environment through effective communication skills and fostering professional relationships among colleagues.
- Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
- Organized office events such as holiday parties or team-building activities, promoting a positive company culture and boosting employee morale.
- Collaborated on special projects as assigned by leadership, contributing research findings or coordinating event logistics as needed for success.
- Negotiated with vendors to reduce office supply costs, leveraging bulk purchase agreements.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
Education
New Managers Leadership Programme - Management
Strathmore University Business School
Nairobi, Kenya 04.2001 -
MBA - Finance
Uganda Martyrs University Nkozi
Nkozi, Uganda 04.2001 -
Bachelor of Science - Actuarial Science
Makerere Univeristy
Makerere, Kampala 04.2001 -
Skills
Investment Advisory
Analyzing investment opportunities (Fixed income equities and alternative investments)
Client interfacing and relationship management
Investment strategy
Developing proposals
Presentation skills
Risk rating
Portfolio optimization
Capital markets
Technical analysis
Portfolio construction
Certification
Presentation Skills
Volley Ball, Singing, Charity work
I enjoy volley ball and exercising as a hobby
I regularly sing in the church choir as a contribution to the community and an enhancement to my prayer life
Timeline
Presentation Skills
04-2024
Business writing Fundamentals
02-2023
Investment Portfolio Manager
Sanlam Investments East Africa Limited
08.2020 - Current
CISI (Introduction to Investment Award and Regulation and Market Practice- Kenya)
04-2020
Assistant Portfolio Manager
Sanlam Investments East Africa Limited
10.2017 - 07.2020
Investment Analyst
PineBridge Investments East Africa Limited
01.2013 - 09.2017
Administrative Assistant
PineBridge Investments East Africa Limited
03.2009 - 12.2012
New Managers Leadership Programme - Management
Strathmore University Business School
04.2001 -
MBA - Finance
Uganda Martyrs University Nkozi
04.2001 -
Bachelor of Science - Actuarial Science
Makerere Univeristy
04.2001 -