Revenue Analyst at Momentum Metropolitan Holdings Limited

Role Purpose    

• Responsible for reporting, forecasting, and analysing margin and revenue across the Momentum Investments portfolio of businesses and planning units.
• Support profitability for the division and each subsidiary while providing insights for strategic decision-making.
• Oversee governance processes related to investment fees.
• Develop the information systems, relationships, and processes required for the function to operate efficiently and effectively.

Requirements    

• Bachelor's Degree with Honours in Economics, Accounting, Finance or Maths or equivalent.
• 5 years' experience in the financial services industry (experience in asset management is preferred).
• Knowledge of accounting principles and practices.
• Tax (VAT) knowledge.
• Knowledge of regulations (FSB / FIAS).
• Knowledge of asset or multi management or collective investment principles.
• Knowledge of financial markets.
• Excel, Word, Access (knowledge of JDE would be an advantage).
• Qlikview, SQL and/or PowerBI knowledge would be an advantage.

Duties & Responsibilities    

Perspective: Forecasting and Analysis

• Responsible for creating revenue forecasts in support of both the annual budget process as well as to identify key trends and risks to support long-term business decision making.
• Provide insight into the various drivers of the firm’s revenue including assets under management, market impact, and new clients flows and sales activity.
• Provide insight into progress on strategic objectives associated with revenue and AUM.
• Perform sensitivity and scenario analysis assessing the impact of various potential market conditions on firm revenue.
• Perform discounted cash flow and valuation analysis on special projects and initiatives.
• Provide insight into the price competitiveness of the firm’s product ranges within the market.
• Provide financial impact analysis for key projects and initiatives both within Finance and the broader Momentum Investments.
• Identify opportunities and threats to the future financial performance of the firm as a result of industry trends and market conditions.

Perspective: Governance and Oversight

• Review all client and asset manager fee arrangements to ensure fairness, profitability, transparency, regulatory compliance and operational feasibility.
• Consult with the distribution and investment teams when new fee arrangements are being negotiated.
• Responsible for ensuring sufficient financial controls and audit trails are in place for all revenue calculation processes.
• Review and publish client TIC/TER reports in compliance with ASISA standards.
• Stay current on relevant FSCA regulations and ASISA guidelines as they pertain the charging and disclosure of investment fees.
• Review all legal agreements to ensure compliance with fee policies and principles.
• Ensure effective financial management, control and corporate governance.
• Take accountability for the management of business-related risks.

Perspective: Process and Reporting

• Manage the monthly fee reporting cycle applicable to clients and finance areas.
• Ensure that all revenue is completely and accurately reported.
• Follow up and resolve any revenue queries, issues or outstanding items.
• Monitor and enhance existing revenue processes.
• Conduct problem analysis (people, system and process).
• Analyze the quality of management information.
• Conduct needs identification.
• Implement enhancements including the development of financial models and systems.
• Perspective: Stakeholder Management
• Relationship management (Internal – IT, application support, management, colleagues, group finance and external clients, advisors etc.).
• Accurate and timeous reporting within agreed SLA to all stakeholders.
• Perspective: Project Management
• Manage and or participate in Revenue Analysis projects.
• Perspective: Knowledge Sharing
• Share on the job skills/ knowledge with the team.

Competencies    

• Strategic Thinking: Ability to develop and implement long-term marketing strategies that align with business objectives.
• Innovation: A creative mindset with the ability to think outside the box and drive innovative marketing solutions.
• Collaboration: Excellent interpersonal skills with the ability to build and maintain effective working relationships.
• Analytical Skills: Strong analytical and problem-solving skills with the ability to interpret data and make informed decisions.
• Communication: Excellent verbal and written communication skills, with the ability to present complex information clearly and concisely.
• Adaptability: Ability to thrive in a fast-paced and dynamic environment, with a proactive and flexible approach to work.
• Strong mathematical ability
• Strong MS Excel knowledge a must.

Working knowledge and understanding of the processes and systems pertaining to all or most of the following processes within an investment administration environment preferable:

• Administration fee management
• Broker or Advisor or Corporate fee management
• Initial, annual and ongoing fee management
• Rebates
• Accurate and precise problem solving skills
• Systematic and organised working approach
• Organising information and people
• Ability to follow and complete routine and complex functions
• Ability to prioritise and plan appropriately
• People management skill
• Attention to detail
• Responsible
• Self-disciplined
• Self-starter
• Pro-active
• Sound judgement
• Team player

Closing Date    

• 2026/01/30