Head: Investment Reporting & Operations at Momentum Metropolitan Holdings Limited

Role Purpose    

• Oversee and manage the Balance Sheet Management - Liability Driven Investment operations, collateral management, and financial reporting, aligned to sound governance and regulatory requirements.

Requirements    

• Post graduate degree in BCom Accounting, Financial Management, or related field
• CA(SA) qualification
• 10+ years’ experience in information technology, finance, or business operations in banking and/or insurance environments
• Exposure to holistic business operations (Finance, IT, Operations etc.)
• Exposure to Innovation, Digitization and Problem solving in a related environment
• Understanding of SQL (SQL Server 2014, SSIS), Microsoft Power Apps (Power Flow, Power BI, Power Query) and Visual Basic advantageous

Duties & Responsibilities    
Internal Process

• Lead and direct the Product Control, Middle Office, Back Office, and Collateral Management functions in support of Balance Sheet Management objectives.
• Responsible for Solvency Assessment Management regulatory balance sheet stress reporting, IFRS financial reporting, and Tax-related reporting.
• Act as key contact to external audit as it relates to BSM investments operations and reporting.
• Represent the BSM investments operations and reporting function at various forums.
• Prepare and present reports to various stakeholders to provide feedback at various forums.
• Build, maintain and manage stakeholder relationships with various internal and external stakeholders to drive collaboration and achieve business objectives.
• Implement and monitor best practice standards aligned to regulatory and business requirements.
• Develop operating strategies to support BSM Investment Operations to accomplish goals and objectives.
• Provide the strategic direction and oversight for the BSM Investment Operations function in line with the BSM goals.
• Drive operational excellence within the function in order to ensure that clients/stakeholders receive optimal service.
• Drive automation, operational efficiencies, and optimization initiatives in a cost-effective manner.
• Facilitate strategic partnerships with business stakeholders to understand business priorities, challenges, and requirements.
• Oversee and monitor risk related to BSM Investments Operations and Reporting aligned to risk framework and regulatory requirements.
• Create and implement risk mitigation initiatives as required based on risk assessment and changing requirements and operational environments.
• Oversee operational and periodic reporting aligned to requirements and service level agreements and identify opportunity for improvement and potential risks.
• Create, implement, and track operational roadmap aligning BSM investment operations and reporting objectives with Liability Driven Investment function and BSM overall.

Client

• Build and maintain relationships with predominantly internal stakeholders.
• Contribute to sustaining a competitive edge through external networking (e.g., Banks, Auditors) and representation on related industry forums.

 People

• Create a positive work climate and culture to energize employees, give meaning to work, minimize work disruption, and maximize employee productivity.
• Demonstrate exemplary leadership behaviour, through personal involvement, commitment, and dedication in support of organizational values.
• Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
• Execute effective talent planning practices to ensure that staffing requirements are accurately forecasted
• Identify employee growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
• Effectively manage performance within the team in order to ensure business objectives are achieved
• Encourage innovation, change agility and collaboration within the team
• Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members

 Finance

• Motivate and propose any additional expenditure and resourcing requirements required for the efficient and optimal management of the investment capability.
• Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Investigate reported wilful acts of non-compliance to organisation policy and practice and report on findings.

Competencies    

• Leadership
• Communication
• Stakeholder relationship management
• Business acumen
• Problem solving
• Decision Making