Ops Analytics Specialist at Old Mutual

Job Description

• This role utilises expert knowledge in the specific fields of administration / product / process to resolve technical and complex problems, usually in support of administrative queries/issues.
• The incumbent is individually accountable for achieving results through own efforts.

The role includes the following responsibilities:

• 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.

Qualifications and Experience required:

• 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.
• Excel proficiency.
• Demonstrated process improvement would be beneficial.
• International Business knowledge is advantageous.
• A working knowledge of data management and data flow is advantageous.
• SQL skills is advantageous.

Skills

• Accounting, Action Planning, Budget Management, Calendar Coordination, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Digital Literacy, Executing Plans, Management Reporting, Numerical Aptitude, Oral Communications, Report Review

Competencies

• Decision Quality
• Directs Work
• Ensures Accountability
• Manages Complexity
• Optimizes Work Processes
• Plans and Aligns
• Tech Savvy

Education

• NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

• 11 August 2025