Snr Spec: Proposition at Liberty Group South Africa

Purpose

• Senior lead in the proposition team responsible for the STANLIB/Liberty LISP. To ensure that the company's product range is structured to meet client needs and that it is appropriately positioned and priced compared to the industry.

Minimum Experience

• 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level

Minimum Qualifications

• Postgraduate Degrees and Professional Qualifications [Level TBA: Pre-2009 was L7] in Finance Economics and Accounting

Additional Minimum Qualifications

• Relevant Professional qualification (e.g. CA, CFA, Actuary, MBA)

Outputs

Process

• Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
• Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
• Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.
• Conducts research, analysis, modelling and development of various investment products and services, both locally and globally focused on LISP investments.
• Ensures that the company’s product range is structured to meet client needs and that it is appropriately positioned and priced compared to the industry.
• Provides analytical support and possesses a strong knowledge base of product rules, general legislation, understanding on investment products and taxation to support team in decision-making forums.
• Works closely with the Retail Solutions Investment management team and other product specialists to investigate and analyse product opportunities and product features for existing and new product suites.
• Conducts research and analysis of new product features and opportunities.
• Presents research, data segmentation and content to business stakeholders in decision making forums.
• Drives identified, smaller project strategies, new products or services from concept stage through design and ensures successfully roll out to market.
• Supports internal departments with analytically complex and technical queries relating to product suite, queries or deliverables.
• Implements and maintains a structured process to review competitor products in conjunction with the technical marketing function.
• Prepares reports for internal decision making and distribution supporting information documents.
• Maintains product specification documents for all existing and proposed products and checks product related marketing content for product accuracy before roll-out.
• Provides assistance with feasibility analysis on new product opportunities.
• Conducts data segmentation to assist in identifying product and servicing opportunities.
• Conducts modelling of various investment structures for review of existing and design of new product structures.