Fiduciary Portfolio Oversight Analyst at Rand Merchant Bank

Job Description

To perform the day-to-day oversight of the administration and conduct of the collective investment scheme to ensure the safekeeping of the unit holders (investor), in compliance with the act, deed and subordinate regulation

• Work with project managers to proactively assess Fiduciary Risks within new business initiatives and products Identify and utilise opportunities to assess and improve own performance
• Optimise work through the application of learning experiences
• Build and maintain stakeholder relationships
• Investigate new ways to optimise processes
• Flag opportunities to migrate to platform and supports the use of technology in process and system improvements
• Draw on knowledge and experience to identify and develop solutions that lead to improved service delivery and quality
• Ensure operational excellence through the delivery of work processes according to defined quality standards
• Analyse and document economic conditions affecting industry and / or segments
• Keep up-to-date with market developments, new commercial products and all other areas that can affect the markets, e.g. movements in the economies of relevant countries, considering how the economic implications of factors such as natural disasters, weather, wars, etc., might affect the performance of companies and funds
• Provide subject matter expertise and maintain expert knowledge on local legislation, financial instruments and specific investment products
• Identify potential metrics to measure Key Risk Indicators for Fiduciary Risk
• Maintain and upload accurate and timeous scanning of all documentation on the system
• Prepare basic trust documents governing different transactions (trustee resolutions, donation agreements, loan agreements, compliance documents etc.) in compliance with business objectives
• Contribute to teamwork and inclusivity within own team
• Deliver customer service through adherence to quality service standards