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Allan Gray Proprietary Limited is an investment manager, focused on creating financial security for investors. You can access our investment expertise through our unit trusts.
Our purpose is to help investors build wealth over the long term. We seek to earn the trust of our clients by providing superior long-term investment performance, outstanding client se...
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Job Description
- Allan Gray Group IT is offering a permanent role as a Desktop support Analyst to join the Cape Town team. The role will contribute to delivering the team purpose of enabling users with the tools to perform their role successfully within Allan Gray.
Responsibilities
- Onsite support for daily incident resolution and service requests fulfilment.
- Use ISM Tool to complete daily operational tasks in a methodical and timeous manner meeting SLA’s.
- Commissioning and decommissioning of domain and non-domain machines using SCCM in compliance with standard procedures
- Software deployment using SCCM.
- Plan, coordinate and assist with Employee Desk moves
- Be willing to work After Hours due to standby support or project related tasks.
- Document procedures and troubleshooting.
- Audio-visual / video conferencing support
- Printer support
- Azure Virtual Desktop (AVD) support
Skills Required
- Passionate about technology
- Attention to detail
- Problem solving skills
- Ability to work well under pressure
- Effective communication style
- Methodical approach to work
- Prioritization of Daily tasks based on urgency and impact
- SCCM
- Office 365 support (Intermediate – Advanced)
- Windows 10/11 (Intermediate – Advanced)
- Smart device support (iPad, iPhone & Android) using Intune Management
- Audio-visual / video conferencing support
- Printer support
- Azure Virtual Desktop (Advantageous)
Experience
- Minimum 5 years desktop support
Qualification
- Technical Qualifications (Microsoft / CompTIA / SCCM / Azure / AWS)
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Job Summary
The Retail IT Operations Platform team are looking for a senior business analyst with experience working in the Financial Services industry to join our feature team responsible for building our internal transaction processing and client data management platform.
This is an opportunity to operate and support systems on a large scale, and to gain top-notch experience in driving operational efficiencies through tech. You'll be surrounded by people who are incredibly smart and are passionate about building a product that our internal clients love.
This problem-space is particularly interesting as it involves us building intuitive user interfaces, using our low code development platform, hosted in the cloud, and integrated with various systems within the client data and account management ecosystem.
Our ideal candidate is highly autonomous, very detail oriented, possesses strong written and verbal communication skills, has experience working in Asset Management or Financial Services and is passionate about developing their leadership and mentorship skills.
Job Responsibilities
- Analyse and solve business problems using technology
- Gain a deep understanding of the key business processes, people, and IT systems that support them
- Gather, analyse, validate, and document requirements for business problems in collaboration with business stakeholders and the Product Owner
- Communicate with stakeholders and provide sufficient information to allow for informed business decisions
- Identify the business problem and come up with appropriate solutions, identify project and solution risks, document benefits of existing and proposed solutions and conduct impact analysis of proposed solution
- Critically evaluate information gathered from multiple stakeholders and reconcile conflicts
- Assess scope of projects and assist with planning and prioritisation in collaboration with the Product Owner
- Analyse integration and system requirements
- Assist in guidance of project deadlines, schedules and methodologies
- Develop contingency plans where appropriate
- Support and drive implementation of projects in collaboration with the Product Owner
- Development of test scenarios, test cases and testing activities necessary to assess the quality and completion of system implementations
- Co-ordinate and oversee the work of other BAs within the team (or across teams) as it relates to a specific project
- Collaborate with developers to establish the technical vision and analyse trade-offs between business and system requirements.
- Support the business transition and assist business with change management
Broader role within the area
- Support the overall wellbeing of our IT systems and help translate the knowledge gained by our team to knowledge that can be shared across the floor.
- Reduce legacy
- Improve efficiency
- Promote reuse of analysis and tech
- Improve team process
- Drive quality
- Drive knowledge share
- Be the liaison between business and IT.
- Help with UAT – creating test cases, facilitation, and managing and analysing change requests
Competencies
- At least 5 years’ experience as a Business Analyst in an Operations or IT environment
- Experience with SQL and/or other technical query tools (e.g. Swagger)
- Keen interest in technology, data, databases, UX and integration
- Strong logical reasoning and attention to detail
- Ability to engage confidently with stakeholders at any level
- Methodical approach to work
- Problem solving skills
- Demonstrates the ability to deal with complexity
- Good verbal, written, and interpersonal communication skills
- Planning, organizational and time management skills
- Record of problem solving
- Ability to lead / mentor more junior BAs
Education
- Technology or Business Analyst qualification preferred
- Although no formal qualification in a technology field is required, successful candidates will have a strong interest in technology generally and financial services
- Familiarity with SQL
- Experience with BPM, CRM, or transaction processing technologies would be advantageous
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Job Description
This position is within the Retail Division of Allan Gray Limited and the candidate will be reporting to the Team Coordinator. The job requires the candidate to work actively within a team but also independently.
The candidate will be responsible for ensuring that all incoming work is seen to, that any pending work is followed up on to ensure that the case is finalized and to maintain contact with IFA or client during this process. This person will need to be flexible, energetic, and trustworthy, organized, self-disciplined, and enjoy working in a team environment.
Responsibilities
- Processing of incoming instructions in respect of:
- New business transactions
- Existing business transactions (investments, retirement’s, withdrawals, switches, transfers, cessions and estate lates)
- Amendments to existing client information (investors, advisors, employers)
- Validating all incoming instructions with regards to:
- Various legislative requirements relating to all applicable products
- Completeness and accuracy of instruction from client/IFA
- Proof of payment or money transfer
- FICA requirements complied with (where relevant)
- Ensuring all incoming work is captured within required turnaround times and before relevant cut off times.
- . Attending to queries from clients, IFA’s and internal customers and responding to queries on time and diligently.
- Providing clients/ IFA’s with superior levels of service
- Maintaining records of all interactions with clients / IFA’s on Siebel CRM.
- Correct and timeous rectification of errors
- Liaise with clients / IFA’s regarding the correct implementation of instructions received to meet with our service delivery standards.
- Support fellow team members and Team Coordinator.
- Ad hoc duties as may be required from time to time.
Requirements
- Relevant experience – Relevant Business Degree and/or Job Related Experience would be an advantage. Sound knowledge of the either the Life Insurance industry including Pension Funds and/or the Unit Trust industry would also be an advantage.
- Intermediate Computer Literacy – Word, Excel, Emai
Key Attributes & Competencies Accuracy and Attention to Detail
- Excellent Time Management Skills
- Excellent Problem Solving Skills
- Excellent Verbal and Communication skills
- Ability to function well under pressure
- Client focused and self-motivated
- Ability to work effectively as part of a team but also independently.
- Ability to accept responsibility for all tasks done
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Job Summary
- To assisting in the delivery of finance analytics outputs and to be responsible for the performance of the financial reporting and audit process for the ex SA Funds.
Job Responsibilities
Business Analyst:
- Assist in the establishment, management and administration of project-based as well as ongoing regulatory reporting processes. Example 1: Assessing the finance requirements with regards to the pending Reg 28 reporting changes and work with the relevant teams like PD, Compliance, Institutional Ops and IT to roll out all relevant/required reporting changes.
- Example 2: Ad hoc foreign limit analyses when any entity is over the SARB retail foreign AUM limits and commentary for formal engagements with regulators.
- Example 3: Commenting on new changes in regulations when legal/compliance asks for a finance review of draft legislations or joining relevant industry workgroups.
- Example 4: assist in daily reporting to the business of limits for affected entities.
- Assist with training CA trainees on rotation with the CA Trainee programme.
- Assist with ad hoc queries and data requests from the business or from close stakeholder teams.
- Assist with process enhancements and supporting new projects or reports to accommodate changing business requirements.
- Example 1: While paying BDM Commissions is a standard deliverable, there are regular changes to the models that are used to calculate the commissions. The distribution team requires our assistance to roll out big changes such as introducing new models for new products like the coming Offshore Endowment.
- Assist with standard internal and external reporting deliverables in the Finance Analytics team as required in partnership with other team members.
- Assist in the greater retail finance team as a signatory releasing payments and collections as a part of the roster.
Financial Reporting:
- Compile accurate, complete and compliant AFS for the ex SA domiciled funds in accordance with IFRS and region specific regulatory requirements, including:
- Compile skeleton AFS template for review internally and by the audit technical team in September each year
- Audit planning – compile audit lists and deliverables
- Prepare and agree audit calendars with the audit team, circulate the agreed upon timelines to internal stakeholders
- Take ownership of engagements with auditors
- Confirm statutory information disclosed in the AFS with responsible teams
- Review audit finalisation documents and providing feedback to the audit team
- Support the CA trainee with their role in preparing some of the AFS
Contribution to Retail Finance:
- Contribute to the decision making of the team as a whole
- Provide assistance, where required, with other Retail Finance deliverables
- Contribute to the improvement and automation of processes, where possible
- Improve continuity and flexibility of the team through cross-functional training.
Qualifications and Experience
- CA (SA) required (0-3 years post qualification)
- Experience in financial services preferred
Key Attributes and Skills
- Strong numerical, technical and analytical skills
- Excellent attention to detail and inquisitiveness
- Ability to research, collate and synthesise data in a meaningful manner
- Good interpersonal skills
- Good written and verbal communication skills and the ability to maintain relationships with stakeholders
- Ability to work on different tasks simultaneously and under pressure
- Operate independently and within a dynamic team
- Resilience
- Individual accountability
- Passion
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Job Summary
Allan Gray Retail IT consists of over 200 people who have a wide range of skills and responsibilities. One of the skills we take pride in, is software testing. Retail IT has a passionate testing community, which includes QA architects and mentors that work together with the Test Analysts to innovate, build testing frameworks, and help make our software delivery cycle more efficient so that we deliver good quality software timeously.
We are looking for an experienced and passionate Test Analyst to join our team. We believe our Test Analysts play a vital role not just in ensuring the quality of the software we develop, but in making it better, all the way from backend to frontend. As a Test Analyst in our team, you will play a critical role in the design of our software to ensure it is developed with quality in mind from the very beginning and solving the many complex challenges along the way, using some of the industry’s latest technologies. Automation is a key part in what we do, so we will expect our Test Analysts to have a strong coding background to assist in building the automation systems that enable us to deliver this world class software rapidly.
Our ideal candidate is very detail oriented, innovative, self-driven, curious, is a critical thinker, and willing to both learn and share knowledge. Our space will provide the chosen candidate plenty of opportunities to learn about the asset management industry and our technologies, give space for creativity, and an opportunity to provide tremendous value.
Job Responsibilities
- Document and execute manual tests.
- Create and maintain automated scripts required to run automated testing.
- Maintain existing test packs.
- Log and validate defects.
- Debug results.
- Report on test execution and any risks and issues.
- Participate in, assist with, and give feedback on any activities where product quality practices and risks should be considered.
Experience
- You have hands experience in API testing.
- You can test reports, and applications and know how to read and write SQL.
- You can program (we use Scala, JavaScript and UFT amongst others).
- You have a practical understanding of CICD.
- You care about releasing great software.
- You know where it is most effective for an automated test to live (Unit, Integration, Acceptance Testing, E2E).
- You understand the benefits of manual testing but also the costs.
- You are continually trying to improve your testing skills.
- You read widely about what is happening in the world of testing.
- You can work under pressure.
- You can solve complex testing issues.
- Experience testing financial applications, will be advantageous.
Education
Degree in computer science or business information systems ideal, but solid experience will be considered as well
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Job Summary
At Allan Gray we believe in building software that will shape the future and we are looking for someone with passion, drive, strong technical and problem-solving skills to help us achieve this goal. As a Test Lead at Allan Gray, you play a critical role in leading people, managing the planning, preparation, and execution of testing activities within each test level, solving the many complex challenges along the way, and using some of the industry’s latest technologies. This role will also provide you with the opportunity to provide sound guidance and mentorship and contributing to the implementation of effective QA processes. Automation is a key part of what we do, so we expect our Test Lead to have a solid understanding of test automation which enables us to deliver world class software rapidly.
Job Responsibilities
- Contribute to the implementation of the test strategy, test processes and procedures
- Collaborate with teams to implement QA best practices across domains
- Advocate for quality conscious behaviour and ensure adherence across domains
- Actively drive implementation of test improvement initiatives across the floor
- Actively drive optimisation of manual and automated test coverage
- Actively drive resolutions for complex testing issues and challenges
- Manage the planning, preparation, and execution of test activities / initiatives
- Monitor test progress and take corrective action where required
- Escalate risks and issues to the Test Manager and/or other relevant parties
- Mentor, manage and coach Test Analysts
- Participate in recruitment and on-boarding of Test Analysts
Skills / Competencies
- Lead by example and for others
- Strong influence across teams and disciplines
- Excellent communication and co-ordination skills
- Resilient and able to perform under pressure
- Able to share knowledge and leverage knowledge of others
- Able to build positive team morale and foster team engagement
- Able to nurture and develop team members
- Respond well to suggestions from others
- Self-motivated
- Learning mindset
- Independent thinker
Advantageous
Education
- Detailed understanding of the software delivery life cycle and the role of quality control in each step
- Extensive technical (manual and or automated) test experience
- Implementation and improvement of QA processes
- Record of mentorship and leadership of test teams and driving team delivery
- Min 2 years’ experience in a Test Lead role or similar role
- Relevant Testing and Quality Control training/qualifications
- Degree in Computer Science or Information Systems
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Purpose of the role
Our Client Service Centre is integral to our service offering for clients and independent financial advisers. As an Investment Service Consultant, your purpose will be to build clients’ and advisers’ trust and confidence through providing world-class service.
Our consultants do impactful work by empowering our clients on thier investment journey. You will gain in-depth knowledge of Allan Gray's range of products and develop the necessary skills to confidently communicate with and educate our clients.
Responsibilities
- Provide excellent service to investors, potential investors and independent financial advisers via our various servicing channels, i.e. inbound calls and emails, face-to-face interactions, and webchat.
- Build trust and confidence by explaining our investment philosophy and long-term approach to investing.
- Educate clients by sharing product and fund knowledge and empower them to make informed investment decisions.
- Take end-to-end ownership of transactions and ensure accurate record-keeping.
- Actively participate in the organisation’s drive towards continuous improvement by contributing to solutions to client problems.
Skills and Competencies
- This role is suited to individuals who are highly performance driven and seek new challenges.
- A growth mindset and resilience are key attributes to successfully navigate the ever-changing needs of clients and the financial services industry.
- The role requires high adaptability, vigour and agility.
- Our consultants need to be empathetic and client focused.
- Strong verbal and written communication skills are essential.
- The ability to deal with complexity in a high-pressure environment, analytical thinking, attention to detail and problem-solving ability are crucial to ensure we always do what is best for clients.
- A genuine passion for people and a commitment to service excellence are vital to building long-term and meaningful relationships with our clients.
Qualifications
- A bachelor's degree in Commerce or Business Science majoring in Finance, Investments, Economics, Mathematics or Statistics (this is not an exhaustive list).
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Job Summary
Allan Gray Retail IT consists of over 200 people who have a wide range of skills and responsibilities. One of the skills we take pride in, is software testing. Retail IT has a passionate testing community, which includes QA architects and mentors that work together with the Test Analysts to innovate, build testing frameworks, and help make our software delivery cycle more efficient so that we deliver good quality software timeously.
We are looking for an experienced and passionate Test Analyst to join our team. We believe our Test Analysts play a vital role not just in ensuring the quality of the software we develop, but in making it better, all the way from backend to frontend. As a Test Analyst in our team, you will play a critical role in the design of our software to ensure it is developed with quality in mind from the very beginning and solving the many complex challenges along the way, using some of the industry’s latest technologies. Automation is a key part in what we do, so we will expect our Test Analysts to have a strong coding background to assist in building the automation systems that enable us to deliver this world class software rapidly.
Our ideal candidate is very detail oriented, innovative, self-driven, curious, is a critical thinker, and willing to both learn and share knowledge. Our space will provide the chosen candidate plenty of opportunities to learn about the asset management industry and our technologies, give space for creativity, and an opportunity to provide tremendous value.
Job Responsibilities
- Document and execute manual tests.
- Create and maintain automated scripts required to run automated testing.
- Maintain existing test packs.
- Log and validate defects.
- Debug results.
- Report on test execution and any risks and issues.
- Participate in, assist with, and give feedback on any activities where product quality practices and risks should be considered.
Experience
- You have hands experience in API testing.
- You can test reports, and applications and know how to read and write SQL.
- You can program (we use Scala, JavaScript and UFT amongst others).
- You have a practical understanding of CICD.
- You care about releasing great software.
- You know where it is most effective for an automated test to live (Unit, Integration, Acceptance Testing, E2E).
- You understand the benefits of manual testing but also the costs.
- You are continually trying to improve your testing skills.
- You read widely about what is happening in the world of testing.
- You can work under pressure.
- You can solve complex testing issues.
- Experience testing financial applications, will be advantageous.
Education
- Degree in computer science or business information systems ideal, but solid experience will be considered as well
go to method of application »
Department Description
The Investment Guidelines team is part of Allan Gray’s Institutional Operations function and is accountable for first-line global investment compliance and monitoring. The team is responsible for identifying, analysing, and managing investment risk across group-wide client portfolios and investments, and provides compliance guidance and support to Allan Gray’s investment related functions, including Portfolio Managers and Traders. To achieve this, the team is responsible for operationalising Allan Gray’s automated pre- and post-trade controls, including coding mandate and regulatory portfolio restrictions and investment guidelines in Allan Gray’s compliance monitoring system (Charles River IMS) and performing End of Day (“EOD”) post-trade portfolio compliance monitoring for all Allan Gray managed funds globally. The team further reviews and monitors the operational and investment related activities across Institutional Operations.
Job Responsibilities
- Ensure that all applicable regulatory and/or mandate restrictions and guidelines, applicable to various Allan Gray managed portfolios, are accurately set-up in Charles River IMS.
- Ensure the accuracy of security classifications in Charles River IMS, considering the downstream impact of all users of these classifications. Drive consistency (where possible) to ensure reporting ties up when it needs to.
- Support the Manager of Investment Guidelines with the launch of complex products and investment mandates by advising on the suitability of investment restrictions and guidelines in view of Allan Gray internal compliance systems and risk assessment framework.
- Conduct compliance monitoring including aggregate ownership monitoring, rules advice, and other investment compliance related matters
- Identify, track, document, resolve and report on compliance breaches in-line with internal policy and regulatory requirements.
- Advise business on investment eligibility and applicable restrictions
- Develop and maintain effective working relationships with other functional areas for timely receipt of information required for the completion of tasks.
- Provide high-quality timely service to internal and external customers.
Experience And Qualifications Required
- Knowledge and experience in portfolio compliance monitoring and rule coding using Charles River (or similar) systems.
- 5 years+ experience in working in the investment management industry.
- Good understanding of portfolio monitoring processes, including the interpretation of client investment management agreements.
- Strong instrument knowledge of equities, fixed income and derivatives.
- Strong working knowledge of regulatory requirements applicable to asset managers and funds domiciled and traded in your primary fund coverage area.
- Business-level verbal and written English communication / presentation skills.
- Experience preparing concise management reporting materials based on key compliance data and metrics.
- Positive team player as well as the ability to work on their own initiative.
- Strong analytical skills, problem-solving ability and attention to detail.
- Investigative and questioning nature with the ability to effectively challenge within the team and with other functions.
- Strong self-motivation, organisation, prioritisation, time management, used to adapting to unforeseen changes.
Excellent inter-personal skills.
- Ability to make decisions that are reasonable and logical.
- Working Relationships
- Portfolio Managers and Traders
- Legal & Compliance teams
- Front Office Support
- Investment Accounting & Data Management
- Reporting teams
Method of Application
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