At Liberty we believe that when knowledge rolls up its sleeves, people’s realities change. And that’s what we do; we change realities every day. Since 1957 we’ve grown from being a South African life insurer to a Pan-African financial services company, offering asset management, investment, insurance and health products. Our thirst for knowledge is emb...
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To coordinate, plan and deliver day-to-day tasks to execute portfolio pricing services accurately and timeously in support of organisation policy and compliance through the execution of predefined objectives and 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
Outputs
Drive production and the release of daily unit pricing to the business.
Understanding the unit pricing process end to end which includes the associated processes, unit pricing calculation in pControl and the impact on policyholder value.
Analyse, explain and drive improvements in the performance metrics and reports produced across the Group.
Proactively identifying opportunities to reduce operational risk in the process
Maintaining the Model Risk Register
Drive automation and process improvements
Training of new Staff
Investment Performance Analysis and Reporting
Producing Quarterly Asset Allocation reports to SARB
Process
Ensure and continuously improve quality of own work, minimise mistakes and escalate unresolved issues to supervisor.
Identify areas for improvement and recommend automated solutions in order to enhance process efficiency and delivery.
Investigate and develop applicable cost and or price observations and recommendations to be used in proposals.
Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
Proactively identify problems, apply known solutions and escalate more difficult problems.
Plan for task execution and adjust priorities against an established plan.
Understands the unit pricing process end to end, including associated processes, unit pricing calculation in pControl and the impact on policyholder value.
Analyse, explain and drive improvements in the pricing performance metrics and reports produced across the Group.
Proactively identifies opportunities to reduce operational risk in the process.
Gmail
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