Job Opportunities at Old Mutual

Job Description

• The Performance Manager will lead and manage the Performance and Attribution function within Old Mutual Multi Managers, ensuring accurate calculation of performance returns for portfolios and benchmarks. This role is crucial in analyzing and explaining the contributors to, and detractors from, excess performance. The Performance Manager will support multiple business units and may be called upon to represent the team on various platforms within the company and engage with industry working groups.

Key responsibilities will include amongst others the following:

• Team Leadership and Management:
• Lead and manage the Performance and Attribution team, providing oversight on all outputs.
• Mentor and develop team members, fostering a culture of excellence and continuous improvement.

Performance and Attribution Management:

• Oversee the full performance cycle, including daily and monthly performance procedures, ensuring accuracy and timeliness.
• Manage the performance and attribution reporting to internal clients, ensuring high-quality and insightful analysis.
• Sign off on performance fees, ensuring alignment with client expectations and agreements.

Operational Liaison:

• Liaise with administrators on operational issues to ensure smooth execution of performance-related tasks.
• Analyze differences between portfolios and benchmarks, ensuring compliance and accuracy.

Representation and Industry Engagement:

• Represent OMMM on industry working groups, contributing to the advancement of performance measurement and attribution standards.
• Serve as a key point of contact for performance-related matters within the company, ensuring alignment with broader business objectives.

Qualifications:

• Undergraduate degree, preferably in a commercial or quantitative field (e.g., BBusSci, BComm, BSc in Mathematics, Statistics, or Actuarial Science).
• CIPM (Certificate in Investment Performance Measurement) certification is preferred.
• A relevant postgraduate qualification (e.g., CFA) would be advantageous.

Experience and Skills:

• At least 10 years’ experience in institutional asset management, with a strong understanding of middle office processes.
• Demonstrated experience in managing or leading a team, with a focus on skill development and delivery excellence.
   

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Job Description

• The SOC Analyst Tier 2 forms part of the Old Mutual SOC & Threat intel team. The SOC Team will identify, analyse, and react to cyber security threats using a reliable set of processes and security technologies. The SOC Team provides a critical layer of analysis needed to seek out any irregular activity that could suggest a security incident.

The job role includes actively participating in the incident detection process as follows:

• Possesses in-depth knowledge of network, endpoint, threat intelligence, as well as the functioning of specific applications or underlying IT infrastructure
• Closely involved in developing, tuning, and implementing threat detection analytics
• Acts as the 1st escalation for Tier 1 SOC Analysts
• Responds to and oversees the remediation of a declared security incident
• Completes the Root Cause Analysis Report for Incidents
• Uses threat intelligence such as updated rules and Indicators of Compromise (IOCs) to pinpoint affected systems and the extent of the attack
• Monitors shift-related metrics ensuring applicable reporting is gathered and disseminated to the Head of SOC and Threat Intel
• Oversees the analysis on running processes and configs on affected systems
• Undertakes in-depth threat intelligence analysis to find the perpetrator, the type of attack, and the data or systems impacted
• Provides support for analytic methods for detecting threats
• Undertakes threat intelligence research 
• Validates false positives, policy violations, intrusion attempts, security threats and potential compromises
• Undertakes security incident triage to provide necessary context prior to escalating to relevant Security Specialists to perform deeper analysis when necessary
• Further analyses alarms by method e.g. credentials compromised and by asset class
• Based on the correlation rules and alarms within the SIEM and run books, further analyses anomaly tactic using the MITRE ATT&CK framework
• Manages security incidents using the SIEM platform and defined operational procedureS
• Strong knowledge and experience working with SIEM Solutions, QRadar, McAfee ESM, Azure Sentinel.

Role Requirements:

• 2 to 4 years’ experience in IT Infrastructure Support, and a further 2 to 4 years’ track record as a Tier 2 SOC Analyst or Threat Hunter in an established SOC
• Experience working with Mimecast, Microsoft Defender 0365
• Experience working KnowB4 & PhishMe 
• Good knowledge of networks technologies (protocols, design concepts, access control)
• Good knowledge of various security technologies (firewalls, web gateway, endpoint protection, vulnerability management, network infrastructure, etc.)
• Good experience working with Nessus or Qualys
• Good understanding of the MITRE ATT&CK framework
• Good understanding of the ITIL Framework.
• Good report writing skills. PowerBI or QlikView
• Brilliant with a support ticketing system and experience in meeting SLA targets.
• Familiarity with risk management and quality assurance control.
• Excellent interpersonal skills and professional demeanor
• Excellent verbal and written communication skills
• Candidate must be eligible to obtain National Security Clearance
   

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Job Description

• The incumbent will be responsible for building and maintaining their own client base, marketing and selling the Old Mutual product and contributing to the financial wellbeing of the community.
• Establish sound working relationships and maximises opportunities with prospective clients
• Uses appropriate interpersonal and communication techniques to gain client acceptance
• Works in specific allocated markets
• Works with a specific product

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Job Description

• This role is responsible for providing exceptional customer service and financial education and to achieve lending, servicing, transactional banking and insurance sales targets through the marketing and selling of Old Mutual and its products. 
• The incumbent is individually accountable for achieving results through own efforts.
• Meets monthly sales targets in terms of lending, transactional banking and insurance.
• Servicing of existing Old Mutual policies such as facilitation of claims and attending to customer complaints and queries in order to meet the Net Promotor Score (NPS) requirements.
• Check loan application documentation for accuracy, authenticity and compliance to Policy and Procedures as well as completeness
• Accurately capture all client information on Summit as per loan application and supporting documentation
• Suspend or reject loan applications to be re-quoted as and when required
• Report suspicious or fraudulent loan application documents to the Branch Manager
• Explain the Loan Application Process to facilitate client understanding of the process
• Explain Terms and Conditions of Old Mutual Finance Products to clients
• Issue copy of Contract / Agreement to Client
• Print loan agreement for client’s signature
• Correct altered loan application information sent for rework and reprint for client’s signature
• Follow up on clients with 1st and 2nd missed instalments
• Meets collections and arrears targets in terms of lending products.
• Educates clients on responsible use of credit and effective money management
• Establishes a new business pipeline through internal and external marketing, lead generation and cross sell to customers to ensure the retention and acquisition of new clients.
• Adheres to internal regulatory and legislative governances to ensure quality business and mitigate risk.
• Facilitates intra branch referrals by building mutually beneficial relationships with other business units (i.e. Retail Mass Market, Personal Finance, Octogen etc.)
• Provides excellent face to face and telephonic service to customers.
• Project / promote the professional image of Old Mutual Finance by adhering to the dress code, housekeeping, professional behavior and code of conduct
• Builds sustainable relationships that enhances the brand.
• Delivers on daily production standards and adheres to service and quality standards.
• Processing of lending products and verification of the required information.

Minimum Requirements

• National Senior Certificate or; (Equivalent NQF level 4)
• Minimum of 1 years sales or service experience (preferably in the Retail, Banking & Financial Industries)
• Located in Beaufort West or at least within a 20km radius
• Xhosa & Afrikaan language is preferred

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Job Description

• The role of an Intermediate Feature Analyst is to clarify business requirements and translating the requirements into user stories and acceptance criteria.
• Works with the Feature team to ensure the defined requirements are delivered effectively.
• Have a broad end-to-end understanding of an epic or project, its features and the value it delivers.
• Prioritize and plan work activities within the Agile Team
• Participate in discovery/inception workshops to create a shared understanding of user needs and the potential technology solution required to deliver to these needs.
• Assist with the mapping of User journeys.
• Work ahead of the team to get clarity on some (not all) requirements before the next iteration.
• Create relevant user stories.
• Collaborate with cross-functional teams comprised of product management, / UX, technology, support, testing and other subject matter experts to gather and analyze functional needs and user story requirements.
• Actively participate in backlog grooming. Review and refine user stories through business interviews, workshops or procedures and map user stories ensuring they come together as a cohesive whole.
• Work together as a team to deliver on the product backlog.
• Assists and give input in the prioritization of user stories and acceptance criteria for optimal business value.
• Support Agile practices and encourage the improvement of service.
• Participate in the various agile processes such as Iteration, release planning, backlog refinement, retrospectives, sprint review and daily stand-ups.
• Provide subject matter proficiency in specific functional area(s) to the Scrum team.
• Support showcasing stories to stakeholders.
• Provide input to the product owner with the creation of the product backlog.
• Testing
• Create test cases and user acceptance criteria using standard test techniques.
• Ensure all testing protocols are adhered to.
• Provide regular feedback by testing the deliverables against a user story’s acceptance criteria.
• Provide regular feedback by validating that the product meets the business goals.
• Provide support and input into system testing activities including participating in the development of the testing approach, development of test cases as well as the creation of testing scenarios.
• Create a shared understanding of what the product is supposed to do.
• Collaborate with the rest of the feature team to ensure that stories are delivered effectively, and quality standards are adhered to.
• Collaborate with developers, testers and user experience team to ensure that they are engaged ‘in the work’ to understand business context.
   

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Job Description

• This role manages a sales team and distribution strategy and is accountable for the sales targets and profitability of the team, over periods of up to a year.
• The position has been identified as a FAIS position and falls within the ambit contemplated by FAIS related to Category B. The successful candidates must therefore comply with all FAIS requirements, including the Fit and Proper requirements of Honesty and Integrity (e.g. be clear of any offence relating to fraud, dishonesty and/or any professional misconduct) as well as competence and relevant qualifications.
• Manages sales & expense budget for a sales team in a branch against set targets.
• Responsible for distribution strategy of products within a branch.
• Accountable for local marketing.
• Identifies & creates coordinated sales opportunities.
• Responsible for external networking & relationship building with key door openers.
• Ensures delivery of customer value.
• Manages, develops, appoints & trains sales advisors.

Requirements:

• Gr12 (Matric)
•  FSCA Approved NQF Level 5 Qualification
•  FAIS Compliant
• Product category experience (Long term Insurance subcategory B1, Long term Insurance subcategory B2 and Retail pension benefit)
•  CPD – Continuous Professional Development – All cycles
•  COB – Class of Business
•  A valid Driver’s licence and your own car
•  A clear criminal and credit check
•  

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Job Description

• The Senior Automation Analyst is responsible for enhancing operational efficiency through the implementation of automated solutions. This role involves analysing business processes, designing automation strategies, selecting appropriate tools and ensuring smooth implementation and maintenance of automated systems. The Senior Automation Analyst also provides training and support to stakeholders and monitors automation performance to achieve optimal business outcomes. The incumbent is individually accountable for achieving results through own efforts.

CUSTOMER:

• Possesses a deep understanding of customer latent needs, wants, mindsets, and values, guiding solution development.
• Gain an understanding of Old Mutual products and the associated rules including relevant business rules.

RISK:

• Analyses and communicates project risks and mitigation strategies.
• Continuously assess risk and implement mechanisms and processes to overcome these risks.

PEOPLE LEADERSHIP:

• Provides input to Human Capital for change management engagements.
• Ensure the team follows industry standards and maintains high-quality documentation.
• Instigate and continually encourage a collaborative and innovative team environment.
• Conduct knowledge sharing through forum presentations and internal training.
• Mentor junior staff to ensure they get opportunities to apply the skills that they have learnt.
• Project management support for automation projects from inception to completion, ensuring that they are delivered on time, within scope and budget.

COST OPTIMIZATION/DRIVE AUTOMATION:

• Collaborate with business stakeholders to create an inventory of business processes that have the potential for automation.
• Identifies new process opportunities and accurately analyses and estimates new solution costs and effort, quickly assessing feasibility (process complexity and readiness for automation) and impact (potential cost savings, operational efficiency gains).
• Define a framework to identify good automation candidates through techniques like selection criteria:
• High volume and repetitive tasks
• Rule-based processes
• Standardized and well-documented processes
• Processes prone to human error
• Processes with stable and mature inputs
• Define technical standards and best practices for automation projects.
• Define a framework to monitor, track and report on the benefits brought about the automated solutions.
• Select Key Performance Indicators (KPIs) that will help measure the success of automated solutions.
• Work with stakeholders to gather and analyse requirements, translating them into technical specifications.
• Conduct training sessions and workshops to promote automation best practices and tools.
• Educate the business on Automation, champion, and drive Automation initiatives

STRATEGIC PLANNING AND DEVELOPMENT: 

• Works closely with architects to determine broader architectural direction when constructing a solution.
• Plays a key role in the analysis of inter-related projects and determining dependencies between projects.
• Research and integrate new technologies and methodologies in automation to ensure the organization remains at the cutting edge of industry advancements.
• Stay updated on the latest trends and advancements in automation technologies and methodologies.
• Influence the design, development, testing, and deployment of automation solutions.
• Provide consultation for all applications related projects so that decisions can be made as to the most appropriate delivery methodology.

OPERATIONAL EFFICIENCY:

• Analyses and clearly documents business process requirements for the automation build including exception handing scenarios and process metrics such as volumes, SLAs, and cycle times.
• Gathers existing process documentation and reviews with process SME/s.
• Creates both Functional and Non-Functional user stories.
• Designs complex automation workflows to improve efficiencies.
• Uses critical thinking to foresee issues by understanding dependencies throughout the entire process.
• Monitor and evaluate the effectiveness of automation initiatives and implement improvements as needed.
• Work consistently according to standard operating procedures
• Identify areas where the quality of automation may be improved.
• Seek feedback from clients/ stakeholders and continuously seek ways of improving on quality.
• Ensure seamless integration of automation solutions with existing systems and processes
• Pursues test driven design so that test scripts can be written and automated in parallel with development.
• Adopt a proactive approach to prevent problems from arising in the future.

STAKEHOLDER MANAGEMENT AND COMMUNICATION:

• Central point of communication between automation development teams and business process SMEs
• Work closely with developers to understand and assist with the creation of the solution design, ensuring they deliver a solution that meets the business requirements.
• Responsible for obtaining sign off from the appropriate business process owners prior to deploying the solution into production.
• Partner with the business and ensure in-depth understanding of processes, existing workflows, identify redundancies, and eliminate them to improve operational efficiency.
• Arrange regular sessions with customers to inform, educate and facilitate feedback.
• Build and maintain solid relationships with business unit stakeholders.
• Coordinate with cross-functional teams to ensure smooth integration of automation solutions.

MINIMUM QUALIFICATIONS/EXPERIENCE (REQUIRED FOR THE JOB)

• Bachelor’s degree in Engineering, Computer Science, Business or related field.
• 4+ years proven experience as an Automation Analyst, Business Analyst or similar role.
• Excellent communication and collaboration skills to work effectively with cross-functional teams.
• Strategic thinking and problem-solving skills to identify opportunities for improvement in the customer journey.
• Experience with Automation tools (e.g. Blue Prism, Bizagi etc.) and AI/ML.

ADDITIONAL QUALIFICATIONS/EXPERIENCE (PREFERRED, NOT A REQUIREMENT)

• Experience in Project Management and Agile Methodologies.
• Understanding of Database management and design.
• Understanding of SQL, Python or scripting languages.
• Experience with SQL, Python or scripting languages.
• Understanding of the Software Development Lifecycle (SDLC).

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Job Description

To provide an effective secretarial function to the Elite Management team, thus ensuring organisational effectiveness and client satisfaction.
KEY RESULTS AREAS

• To provide an effective secretarial function to the Elite Management team, thus ensuring organisational effectiveness and client satisfaction
• Is attentive in essential organisational tasks. Attention to detail to ensure smooth operation of the office.
• Demonstrate the ability to meet expectations in a proactive way.
• Ability to make independent and correct decisions within mandate.
• Show ability to consult with internal and external stakeholders in order to find solutions to administrative challenges.
• Strong team focus.
• Treat internal and external stakeholders with curtesy and sensitivity. Ability to meet customer expectations.
• Strong knowledge and application of business administrative activities
• Showing a strong ability to maintain excellent stakeholder relationships.
• Showing a can-do attitude.
• Organisation and attention to detail
• Maintains a task/project checklist which is readily accessible.
• Proactively seeks clarification when necessary
• Uses time and resources productively to complete assigned tasks

ROLE REQUIREMENT

•  Minimum of 3 years in a similar role
• Proven track record of supporting Senior Management teams
• Relevant qualification - advantageous
• Advance skills/methods in minute taking and diary management.
   

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Job Description

The role will be responsible for extracting and supporting data requests and analysis as well as requests for implementation activities from the Customer CoE team & Business Units. 

The outcome is to enable the business to solve for working with large volumes of data in diverse formats, enabling innovative solutions.

• This role is individually accountable, performing data extraction, manipulation and descriptive/ exploratory data analysis.
• Ingesting large, complex data sets that meet functional and non-functional requirements.
• Extracts data from various internal and external sources for Business units and team.
• Extracts campaigns based on the agreed criteria via requests from Segment and different Business units.
• Codes, tests and implements query programs.
• Conduct in depth analyses & statistical requirements
• Interpret data, provide insights & support for strategy and collaboration.
• Translates complex data and/or instructions into meaningful outcomes.
• Analyse and provides recommendations on data findings
• Provides ongoing support to the team to ensure the successful adoption and troubleshooting of the solutions developed
• Analyses data to support business requirements
• Liaises with data delivery teams
• Identify new business opportunities via statistical and data analysis
• Personal effectiveness 
• Accepts and lives the company values.
• Accountable for service delivery through own efforts.
• Collaborates effectively with others to achieve personal results.
• Individually accountable for managing own time, tasks and output quality.
• Makes increased contributions by broadening individual skills

Minimum Requirements :

• Matric
• IT/Statistical related diploma or degree 
• SQL + SAS knowledge & experience is essential
• 3+ years knowledge & experience in a data environment.
• Proficient in excel (advanced excel is advantageous)
• Additional requirements: preferred not required
• Experience in working in the Agile methodology.
• Agile certification/training preferred.

Competencies :

• Decision Making
• Information Monitoring
• Ownership
• Planning & Organising
• Team Orientation
• Technical Knowledge
   

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Job Description

• To provide quality sales service that results in the production of business from new and existing sources which contributes to the profitability and growth of the company.
• Handle incoming and outgoing sales calls in accordance with predetermined schedules, campaigns and targets.
• Telephonically guide customers through the product offering, pricing, terms and conditions.
• Provide accurate and efficient quotation/s to customers.
• Maintain an agreed lead to sale ratio.
• Maintain an agreed lead to quote ratio.
• Maintain an agreed quote to sale ratio.
• Required to work shifts as scheduled.
• Manage all allocated leads.
• Sell according to agreed targets for the day.
• Maintain a 90% QA average on all calls.
• Accurately and efficiently capture all customer data.
• Finalise calls at point of contact, where possible.
• Forward accurate policy documents to customers within mandated timeframes.
• Deal with all customers in a professional manner in strict accordance with businesses culture, products and quality standards.
• Manage time and workloads to ensure that deadlines and targets are met.
• Demonstrate an excellent knowledge of the business product offerings, campaigns, rules and conditions in order to recommend the right solution to the customer.

Requirements and Knowledge:

• Grade 12 and or equivalent
• RE / Class of Business
• 1 - 3 years' experience
• A formal qualification would be advantageous