Operations Analytics Specialist at Old Mutual

Job Description

Assist in the management and technical administration and control on all aspects of Operations Analytics to ensure quality and timely service.

This role functions as a subject matter expert in a specific field of administration / product / process.
Often acts as a point of escalation for matters with higher level of complexity than those handled by Administration Specialists.
Often acts as a consultant w.r.t decision making of operational and or tactical importance (typically deliverables are part of level three plans).
Could act as an expert resource on major projects or could be accountable for the delivery of projects within the division or BU.
May act as a coach for Specialist staff.
Often consulted for system enhancements.
Could be accountable for major administration processes and the project management thereof (usually with an extended timeline in excess of a month).
May be required to control a small number of staff (1-2).
Strong support role to the BU Exec.

Additional Job Description

• Calculations and backdating of Discretionary Investment Management (DIM), Investment Review (IRF)

• Complete Effective Annual Cost Calculations,

• Incorrect pricing or recalculations of Withdrawal/Switches

• Breakage Calculations

• Unit adjustments

• Maintain Compensation, Breakages and Prefunding Register

• Review End of Day Audit Report

• System Bug fixes and enhancements (Resolution of IMS System issues)

• Error corrections - Compensation funded by Shareholder/Unit Compensation application to policy

• Bespoke AC invoicing Statements

• Reporting (Asset Under Management/Sales/Green Fund Report)

• Link between business and IT and as such must have skills within both areas.

• Strong communication skills are required to elicit requirements, deliver on solutions and resolve issues.

• Elicit and establish business needs.

• Produce accurate mapping of “As is” and “To be” processes

• Produce User Acceptance Test Cases, scenarios and assist with QA testing.

• Provide regular, continuous and accurate feedback to project management team.

• Participation in and sign-off of user acceptance testing, pilot and production testing.

• Articulate internal business requirements.

Qualification and experience

• Relevant Tertiary qualification

• Business Analyst qualification advantageous

• 5 years relevant experience – asset fund administration, background in Collective Investment Schemes and operational experience in financial services

• Work independently

• Excel proficiency

• Demonstrated process improvement would be beneficial

• Risk awareness

• International Business knowledge is an advantage

• A working knowledge of data management and data flow is an advantage

• SQL skills is an advantage