Specialist: Investment Operations at Liberty Group South Africa

Purpose

• To provide specialist advise & support in the collection & analysis of investment information that enables decision making & provide a sound basis for recommendation formulation, through the execution of predefined objectives as per agreed SOPs.

Minimum Experience

• 2 - 3 years experience in a similar environment

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Minimum Requirements

• Regulation 28 Maintenance and updates
• Ensure all Recons are accurate on time.
• Cash flow movements
• Asset and Liability Reconciliation
• Understanding of VBA and Powerbi to help with Automation ( Not Mandatory but preferable)

Key Responsibilities

• Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
• Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
• Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
• Conduct research and develop an up-to-date knowledge base related to the South African economy and financial markets.
• Collect and collate information into a usable format in order to provide information related to the development of investment ideas.
• Assist with the implementation and execution of investment activities and initiatives to improve efficiency and effectiveness of the investment process.
• Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
• Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
• Plan for own task execution and advises on improvements related to area of specialisation.