Employee Benefits Analyst at PSG Konsult Ltd

Description:

• We are looking for an experienced Employee Benefits Analyst to join the Fund Solutions team. This is a mixed role combining investment management involvement with client engagement, supporting the PSG Wealth EB Portfolios.
• The successful candidate will need a strong understanding of both the investment and operational aspects of EB institutional portfolios, including regulatory requirements and the day-to-day operational environment. The role requires active engagement with advisers and clients to support on EB portfolio matters.

Responsibilities:

• Support the ongoing management and oversight of the PSG Wealth EB portfolio range (Cash, Low Equity, Medium Equity, High Equity and Aggressive High Equity).
• Monitor portfolio positioning, performance, risk and compliance relative to strategic benchmarks and relevant peers and escalate exceptions timeously.
• Assist with strategic asset allocation decisions and portfolio rebalancing processes, including documentation of recommendations and implementation instructions.
• Support manager research and due diligence processes for underlying building blocks used in EB portfolios and contribute to internal governance packs where relevant.
• Research on assigned Employee Benefits portfolios, including the operating model, fee structures and key compliance considerations.
• Actively engage with clients and advisers on EB portfolio matters, including presentations, office engagements and ongoing support to ensure strong client relationships
• Provide technical support to distribution/benefit consultants on EB portfolio positioning, queries and standard materials.
• Prepare accurate and timely EB portfolio reporting outputs (monthly/quarterly), including performance commentary and key governance metrics where required.
• Maintain and manage fair and equitable internal and external customer relations in line with TCF Regulations and PSG processes and policies
• Create and maintain positive team dynamic

Minimum requirements:

• BCom / BSc Investment Management (or equivalent finance/economics degree)
• CFA/CIPM qualification advantageous
• 5+ years’ relevant experience required in employee benefits / fund analyst / investment consultant role, with exposure to both investment and operational aspects of EB institutional portfolios
• Morningstar experience advantageous

Skills / Competencies:

• Statistical and modelling knowledge and experience
• Attention to detail
• Process discipline and ability to manage multiple deliverables
• Strong stakeholder management and communication skills
• Self-starter and motivated
• Good writing Skills
• Excellent work ethic
• Resilient
• Ability to work under pressure
• Advanced MS Excel required
• Understanding of institutional portfolio operations, including fee structures, regulatory requirements and client engagement in the employee benefits environment

Closing date:    24-Apr-2026