PSG is a leading independent financial services group, with an extensive national footprint and Namibian presence. We have been in operation since 1998, and offer a value-orientated approach to our clients' financial needs, from asset and wealth management to insurance.
PSG has more than 250 offices throughout South Africa, and two offices in Windhoek. Ou...
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A manager of a team of 4 analysts, spanning over financial / actuarial analysis work and quantitative analytics. The team services different business units, but ultimately our clients. This role will be reporting to the Head of Product and Actuarial and work alongside two other team managers.
The ideal candidate should be someone who understands the priorities, are able to raise matters when blocks are experienced, and steer the team towards delivery of the required support work items.
Responsibilities:
Manage the team of fund analysts and quantitative analysts supporting the Fund and Securities business units within PSG Wealth
Provide and oversee the support provided by the team to Client Services, PSG advisors and IFAs on client queries, new business support (e.g. welcome packs) and operational matters (e.g. performance statements, EAC statements)
Provide and oversee calculations performed by the team in respect of policy revision calculations or in support of platform system improvements
Sales initiative, control function reporting and Business Unit metrics pack reporting
Platform (LISP) landscape and ad-hoc quantitative investigations as required by business
Responsible for daily upload of prices on Life priced funds
Steering the team to provide support to the Product team in providing technical input and testing on tools and calculators used by PSG Wealth and our distribution network (advisors)
Maintain control standards of all work performed by the team and inform business of developing or new risks
Minimum Requirements:
University Degree majoring in either Investment Management, Insurance mathematics, Actuarial Science, Quantitative Finance or Financial management
Experience with LISP platforms and long-term savings and investment products
Programming and modelling skills, specifically financial modelling
High level of computer literacy, specifically SQL, MS Excel, MS PowerPoint, and PowerBI.
Team management experience advantageous
Programming experience in VBA, Python, R advantageous
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