Fresh Positions at Liberty Group South Africa

Purpose

• To provide subject matter expertise, advice and guidance, based on in-depth industry insight to the Corporate Finance team on strategic projects, mergers, acquisitions and divestitures in order to enable the financial services provider to stay progressive, competitive and succeed in its industry.

Minimum Experience

• 4 - 7 years demonstrated transaction experience in Corporate Finance or M&A at a large global Corporation or Investment Bank. Experience in executing all aspects of transactions including direct experience in M&A negotiation, execution and integration. The role requires an experienced individual with a thorough understanding of the end-to-end Financial Value Chain

Minimum Qualifications

• Bachelor's Degrees in Business Commerce, Finance and Accounting

Additional Minimum Qualifications

• CA (SA) qualification is preferred
• CFA will be advantageous

Process

• Coordinate and conduct the research and due diligence process on target companies in order to determine their value as potential acquisition targets and prepare recommendations to the Insurance and Asset Management (IAM) Executives
• Determine the appropriate valuation of a company based on its financial position and growth potential, using a range of methodologies appropriate to the relevant target, drawing upon independent data sources
• Create effective and concise presentations of proposed deals/projects for internal and Investor approvals. Conduct information analysis and reporting of proposed transactions to country level EXCO's and boards, IAM Exco and the group boards and Investors as required
• Establish and maintain strong relationships with key internal and external stakeholders (including Legal, Tax, Capital Management, Financial Reporting, Compliance and Business Units), including the senior management, regulators, investment bankers, lawyers, and other professional advisors
• Support the identification, proposal and execution of opportunities that will help the organisation grow and succeed through actions such as mergers and acquisitions (M&A), divestitures, and deals that leverage the value of the company’s business platform. Execute on medium complexity transactions in order to mitigate significant financial risks and grow the organisation
• Support the execution of the Corporate Finance strategy in alignment with the organisation’s business goals and strategic objectives of becoming the leading financial services organisation
• Provides support for the development of business cases, operating budgets and financial models for valuation of acquisitions and assess strategic investment initiatives to enable effective decision making
• Provide support in the development of competitive landscapes and ongoing assessment of market changes in order to provide insights to the organisation. Evaluate macro-level trends, track competitor strategies and communicate insights to support organisational strategy
• Implement a robust and comprehensive process to identify and evaluate potential opportunities, which includes a rigorous idea generation and screening process that will bring quality acquisition and investment ideas to IAM
• Provide input and execute less complex strategic transactions, projects and initiatives such as joint ventures, divestitures, licensing and partnership activities to ensure alignment with the risk appetite and strategic aspirations of the organisation

Process

• Evaluate new business opportunities, including the development of commercial business cases for the Head of Corporate Finance, in order to enable IAM Exco and key Client Segments executives to make informed decisions.
• Evaluate potential mergers and acquisitions based on financial projections and industry trends to enable the Head of Corporate Finance to influence strategic decisions across the different Client Segments and at IAM Exco.
• Implement the structuring and negotiation of deals and the detailed terms of transactions to enable efficient and effective execution of the deal.
• Act as a reliable point of contact for information in cross-functional teams in developing acquisition business case analyses and executing and interfacing with Finance, Accounting, Capital Management, Compliance, Legal, Risk, Tax, People and Culture and other Corporate Functions across the organisation to ensure seamless deal execution.
• Perform hypothesis development, due diligence, preparation and presentation of internal documents, and negotiation of commercial terms and associated legal agreements.
• Stay abreast of industry trends and developments and share insights and recommendations with the leadership team and other key stakeholders across the Standard Bank Group.
• Synthesise and distill key findings from complex information to inform the problem-solving process. Identify and apply best practices to issues at hand, being alert to new perspectives and applying frameworks to solve problems

Customer

• Provide authoritative, specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Implement and monitor financial controls, management of costs and corporate governance throughout the area of specialisation.

Learning and Growth

• Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.

Governance

• Develop and/or align governance and compliance policies for own practice and/or tactical area to identify and manage risk exposure liability related to the area of specialisation.

go to method of application »

Purpose

• To provide advice and support in area of specialisation and enable the design, creation, development, documentation & testing of solution..

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Information Technology and Computer Sciences

Additional Minimum Qualifications

• Storage Certification,
• Unix Certification,
• Cloud Certification

Minimum Experience

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

Technical Experience

• Storage and Backup Technical knowledge.
• Good understanding of Unix, Storage, Backup and Arching landscape.
• Experience with designing Cloud Solutions.
• Experience with Cloud implementations. Exposure to Information Lifecycle Management.

Technologies:

• Cloud,
• On-premises DCs,
• Storage, Backup,
• HA/DR and Archiving
• SAN, NAS, SMB, Object Storage

Outputs

• Designing Storage and Backup infrastructure solutions for on-premises and cloud.
• Evaluating peers designs for Unix, Storage and Backup requirements.
• Evaluate proposed IT solution design.
• Understand and consider Regulatory and Governance compliance requirements in all designs

Process

• Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
• Understand the interdependence and integration of different systems and related processes to apply practically in an area of work.
• Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
• Comprehensively test solution to ensure delivery according to identified requirements and document changes for recording and governance purposes.
• Gather specification and related information in order to inform the architectural design of IT systems.
• Provide constructive and timeous feedback on work progress and problems encountered to relevant stakeholders.
• Research and examine current systems and consult users to obtain information to inform possible improvements.
• Write software and develop documentation and related operating manuals to increase the utility value of systems.
• Develop and deliver technical design solutions according to agreed standards that address business requirements within an agreed timeframe.
• Draw on own technical knowledge and experience and plan activities that identify and develop solutions to improve operational service and quality.
• 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.

go to method of application »

Purpose

• To develop tactical strategy and delivery plans, formulate associated practice/s and to ensure operational implementation and adaption i.t.o. financial management methodology, governance and delivery objectives.

Minimum Experience

• 5 - 8 years experience in a similar environment, of which 3 - 4 years at management level

Minimum Qualifications

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

Additional Minimum Qualifications

Outputs

Key Responsibilities

• Communicate a meaningful tactical context that guides and directs best practice integration and process alignment with service delivery objectives.
• Partner with next level managers and specialists to ensure effective practice management through multiple process design and integration.
• Drive the implementation of tactical strategy to realise business results, in adherence to an operational framework of policies and procedures.
• Manage and ensure the effective preparation of accurate budgets and monitoring of performance against actual outcomes.
• Provide accurate management accounts to relevant stakeholders to inform cost saving and other decision making purposes.
• Develop and align area related operational tactics in order to contribute to efficient cash flow management, ensuring business liquidity.
• Coordinate the sourcing, analyses and interpretation of financial information in order to review the financial performance of the business.
• Carry out continuous reviews of working accounting practices, procedures and processes to ensure efficient and cost effective operations.
• Accountable for strategy implementation through the integration and optimisation of operational activities to practices and systems across an internal value chain.
• Proactively identify interconnected tactical problems, determine the impact, patterns and trends to identify alternatives and best practice solutions, anticipating future challenges.
• Plan for the management of work outputs across various functional activities, integrating interdependent practices, processes or systems and addressing and balancing the demands of different priorities to optimise efficiency.

go to method of application »

Purpose

• To perform quality assurance administrative duties, through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Minimum Experience

• 1 - 2 years experience in a similar environment

Minimum Qualifications

• Higher Diplomas [NQF Level 06] in Office Administration

Outputs

Process

• Keep accurate and up to date records of information relating to own work area in line with standard operating procedures and performance criteria.
• Minimise errors by checking that transactions are processed correctly and inform relevant parties of errors to prevent errors from re-occurring.
• Contribute to and assist in the continuous improvement of the quality management process in order to improve service delivery are minimise errors.
• Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
• Conduct regular quality assurance in area of accountability, to identify trends to ensure improved consistent delivery, relevance and accuracy.
• Ensure customer satisfaction with regard to the quality of operational support provided.
• Identify and address customer needs by providing a variety of related services, to enhance satisfaction and retention.
• 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.

go to method of application »

Purpose

• To deliver specialist learning material to ensure the enhancement of knowledge & skills, through the execution of predefined objectives as per agreed SOPs.

Minimum Experience

• 2 - 3 years experience in a similar environment

Minimum Qualifications

• Further Education and Training Certificate (FETC) [NQF Level 04] in Human Resources

Additional Minimum Qualifications

Outputs

Process

• Treat information as private and confidential and do not disclose to any parties unless required to do so by an authorised party.
• 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.
• Facilitate the agreement of course outputs and measurement criteria of set solutions to ensure accuracy and timely delivery.
• 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.

go to method of application »

Purpose

• To deliver specialist learning material to ensure the enhancement of knowledge & skills, through the execution of predefined objectives as per agreed SOPs.

Minimum Experience

• 2 - 3 years experience in a similar environment

Minimum Qualifications

• Further Education and Training Certificate (FETC) [NQF Level 04] in Human Resources

Additional Minimum Qualifications

Outputs

Process

• Treat information as private and confidential and do not disclose to any parties unless required to do so by an authorised party.
• 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.
• Facilitate the agreement of course outputs and measurement criteria of set solutions to ensure accuracy and timely delivery.
• 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.

go to method of application »

Purpose

• To deliver support services in order to improve the customer experience through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Minimum Experience

• 1 - 2 years experience in a similar environment

Minimum Qualifications

• Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration

Additional Minimum Qualifications

Outputs

Process

• Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
• Ensures that the customers are serviced according to the standard operating procedures.
• 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.
• Prepare or compile agenda packs and documentation for Trustee/ManCom meetings.
• Assist with the compilation of minutes of Trustee/ManCom meetings.
• Assist with sourcing technical and legal advice to be provided to clients.
• Assist with daily administration issues on retirement funds in the portfolio.
• Facilitate the production and distribution of member benefit statements to clients.
• Assist with the annual rate review process on retirement funds.

go to method of application »

Purpose

• To deliver fund administrative services and oversee all fund administrative duties through the execution of predefined objectives as per agreed standard operating procedures (SOPs).

Minimum Experience

• 2 - 3 years experience in a similar environment

Minimum Qualifications

• Further Education and Training Certificate (FETC) [NQF Level 04] in Finance Economics and Accounting

Additional Minimum Qualifications

Outputs

Process

• Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
• Check fund calculations for accuracy in an efficient and effective manner according to set standards.
• 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.
• Supervision of correctness of administrator(s) processing, recording, reporting and related compliance matters.
• Investigate, resolve and respond to ad hoc operational requirements, internal and external.
• Monitor the work management system and escalate critical incidents.
• Complete financial statements in line with the audit file and approved accounting framework related to identified funds.
• Generate a variety of documents and produce reports according to set standards and prescribed guidelines.
• Resolve client queries and problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.

go to method of application »

Purpose

• The Trade Controller is responsible for ensuring that all daily operational activities within the middle and back-office environment are executed accurately and taking on a team leader role to assist the Head of Trade Control.

Key Responsibilities
Responsibilities will include, but are not limited to:

• Oversight of trade capture processes to ensure all trades are booked accurately specifically but not limited to derivatives and structured trades.
• Be and escalation point for the resolution of position breaks across multiple reconciliations.
• Working closely with the front, back offices, risk and product control to resolve breaks.
• Ongoing trade maintenance
• Managing trade life cycle events such as resets and expires
• Supporting the Trading Desk in a timely and accurate manner
• Supporting the business in new deal approvals and formulation of target operating models for new deals and for the review of existing deals
• Ensuring a smooth month end close process
• Carrying out project work which could include operationalize new regulation, Root Cause Analysis, Risk Control Self Assessments, Training materials and transaction reviews

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 08] in Finance Economics and Accounting

Experience

• Minimum 7 years' experience in an investment banking / Treasury/trading environment, specifically in middle office trade support, or equivalent role

Knowledge

• Extensive understanding of OTC Derivative instruments / Exchange Traded Derivatives / Fixed Income Securities / Equity products
• Exposure to trade settlement processes (OTC derivatives and exchange settled trades will be beneficial

Job Related Skills
Key traits – critical thinking, proactive approach, self-motivated

• An eye for the detail and know how to fit them together to form a bigger picture.
• Highly proactive; able to identify problems and seek solutions
• Build Relationships: Establish and maintain positive working relationships with others both internally and externally to achieve the strategy of Libfin.
• Communicate Effectively: Speak, listen and write in a clear, thorough and timely manner using appropriate and effective communication tools and techniques.
• Focus on Client Needs: Anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within Libfin.
• Foster Teamwork: Work cooperatively and effectively with others to set goals, resolve problem, and make decisions that enhance effectiveness.
• Make Decisions: Assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization.
• Solve Problems: Assess problem situations to identify causes, gather and process relevant information, generate possible solutions, and make recommendations and/or resolve the problem.