Momentum Metropolitan Holdings, formerly MMI Holdings, is a South African-based financial services group was established on 1 Dec 2010, through the merger of Metropolitan and Momentum. We are specialists in long and short-term insurance, asset management, savings, investments, healthcare administration, health risk management, employee benefits and reward...
Read more about this company
Role Purpose
- Development of pricing, persistency and value of new business models based on data analysis and insights together with profitability calculations, where models are used to design and implement bespoke business proposals for large new deals that are competitive in the market, attractive to external stakeholders and are financially viable, while building sound relationships with all internal and external stakeholders and pro-actively seeking ways to add value.
- Ensure all negotiations are applied correctly on house, broker and contract level.
Requirements
- Actuarial, Finance, Statistical or related qualifications
- Knowledge of the Asset Management, Collective Investments, LISP and Insurance savings industries
- Minimum 3 years’ Experience in the Savings and Investments industry
Duties & Responsibilities
- Manage any repricing or new business pricing projects across local and offshore platforms
- Provide technical fee support to internal and external stakeholders
- Approve/decline special requests such as below minimum investments keeping track of and monitoring the impact on the overall financial objectives.
- Reprice the books of large financial advisers to achieve and balance competitive pricing with profitability
- Be proactive in creating engagement opportunities and pipeline business opportunities with the retail market through our distribution channels.
- Support the adviser market and internal distribution teams with special quotations
- Provide the Deal Forum with technical fee analysis and profitability calculations on special deals
- Prepare business proposals for large new deals
- Assist with data analysis, interpretation and management reporting
- Apply technical knowledge of the LISP to support with internal and external stakeholder enquiries
- Deliver on service level agreements made with clients and internal and external stakeholders to ensure that client expectations are managed
- Act as a thought partner to management, providing strategic and tactical insights, and recommendations for improvements
- Other ad-hoc projects as agreed on with line manager
- Keep abreast of emerging technology and digital trends that can lead to operational efficiencies
- Show care upon every client touchpoint to deliver an exceptional experience
Competencies
- Business Acumen
- Client / Stakeholder Commitment
- Collaboration
- Drive for Results
- Diversity and Inclusiveness
- Self-Awareness and Insight
- Impact and Influence
- Deep knowledge of SA LISP industry (or similar)
- Strong written and verbal communication skills
- Strong problem-solving skills
- Self-starter, high energy
- Intermediate to advanced excel skills
- Technical/analytical
Closing Date
go to method of application »
Role Purpose
- Play a leading role in the strategic design, development and management of guaranteed annuity and structured product solutions, ensuring competitiveness and alignment with business objectives.
Requirements
- Actuarial student, with a minimum of 8 actuarial exams completed, including A214.
- 1- 3 years' experience within the life insurance or investments industry.
- Experience with guaranteed annuities and/or structured products will be advantageous.
- Product development and pricing experience will be advantageous.
- Leadership and project management skills.
- The ability to interrogate, balance stakeholders’ needs and critical thinking.
- Technical skills.
- Attention to detail.
Duties & Responsibilities
- Make significant contributions in developing and maintaining guaranteed annuities and structured products for any changes from a system, process and experience perspective.
- Drive innovation in product design to maintain market leadership and meet evolving client needs.
- Oversee and enhance pricing models to ensure financial soundness and competitiveness.
- Present strategic proposals and insights to governance forums including Product Management Committees and Manco.
- Monitor market trends and competitiveness of solutions.
- Provide guidance on complex pricing and special quote scenarios, balancing stakeholder interests.
- Act as a subject matter expert to internal and external stakeholders.
- Collaborate with actuarial, finance, distribution, and IT teams to implement product enhancements.
Self-management and Teamwork (People)
- Participating in and contributing to a culture which builds rewarding relationships, facilitates feedback and promotes excellence.
- Develop and maintain productive and collaborative working relationships with peers, clients and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development.
- Effectively manage time and ensure optimal productivity.
- Be self-confident, self-motivated and relentlessly pursue targets and goals.
Competencies
- Pricing & Financial Acumen
- Product Development & Innovation
- Actuarial & Analytical Thinking
- Stakeholder Management & Communication
- Strategic & Commercial Thinking
- Attention to Detail
Closing Date
go to method of application »
Role Purpose
- The successful incumbent will be responsible for assessing, reviewing, and managing living benefit claims in accordance with relevant legislation and company policy, while adhering to Service Level Agreements and meeting client and business expectations.
Requirements
- Relevant degree or qualification (Desirable)
- Grade 12 or equivalent qualification (Essential)
- 1-2 years experience in processing claims
- Experience in the assessing of relevant insurance or medical aid claims, paper and/or EDI (Desirable)
- Knowledge of relevant legislation and industry regulations
- Knowledge of the claims assessment process (paper and EDI)
- Knowledge of the relevant scheme or product rules
- Knowledge of relevant claims operating systems and tools
Duties & Responsibilities
- Assess, review and manage disability, dread disease and income disability claims and any other claims that need a medical assessment component in line with service level agreements.
- Partner and collaborate with relevant stakeholders, to improve claims assessment and the client's claim experience.
- Advise on and contribute to the development of procedures and processes within area of specialisation for continued quality and service improvement.
- Keep accurate records of all claims assessed in accordance with business expectations and relevant legislation.
- Keep abreast of relevant regulatory frameworks, insurance related court decisions and/or determinations by regulatory bodies, governing bodies etc. that could impact the way claims are processed or handled.
- Assist with continuous improvement efforts through the identification of opportunities, cost reduction, improvement on the quality of claims decisions and systems enhancement.
- Provide insight, knowledge, assistance and testing support where necessary as part of the development and maintenance of claims systems to improve quality and efficiency.
- Give input into and review claims policies, practices, forms and documentation to ensure that risk management standards are met and aligned to relevant product changes and legislative updates.
- Provide accurate and timeous reporting, analysis and insights on claims assessed as and when required.
Competencies
- Analytical skills
- Attention to detail
- Interpersonal skills
- Communication skills
- Service orientation
- Prioritisation skills
- Problem solving skills
Closing Date
go to method of application »
Role Purpose
- As a Service Specialist within our Service Centre, you will be one of Momentum's brand representatives. The main purpose of your role will be to increase client loyalty through effective and efficient service to our clients – providing our valuable clients with consistent, world class and legendary service of the highest quality, during every interaction, showing that we care and that to us investing is personal.
- Your role will entail receiving, processing, evaluating, and responding to enquiries and instructions via various servicing channels within a fast paced, pressurized servicing environment.
- In addition, you will be responsible for accurately processing client instructions (already performed digitally by the Adviser), according to our processes and procedures, adhering to our quality standards and within our turn-around time, as well as resolving complex product related queries.
- As a Service Specialist, you will be expected to perform tasks received from all our servicing channels, currently being telephone calls, emails, digital portal.
Requirements
- Minimum of 2 to 3 years practical and relevant experience, within the Investment, Insurance and Financial Services industry, with excellent administrative and innovative client servicing and support experience.
- Practical and relevant experience within an investment service environment where you had to build strong relationships, enable ease of doing business, grow and maintain the business, and more, will be a great advantage.
- Knowledge and experience of digital capabilities will be an advantage.
- Tech savvy, with the ability to troubleshoot and resolve issues that arise, finding workable solutions.
- Knowledge and understanding of legislation within the insurance and investment industry, i.e., POPIA, GDPR, TCF, FICAA, KYC, AML, FATCA, CRS, GTR, FAIS, etc. will be an advantage.
- Grade 12 or equivalent with Maths and/or Accounting.
- B. Com Finance/Investments or related degree or tertiary qualifications will be an advantage.
- Momentum Investments product, process, procedure, and system knowledge will be an advantage.
- Excellent computer skills, with the ability to learn and understand new systems quickly and with confidence.
- Dual-screen navigation and typing skills at an advanced level.
- Microsoft Office suite (Excel, Word, Outlook and Teams) at an intermediate level.
- Extensive financial services industry knowledge.
- Sound knowledge of client service policies, procedures and processes.
- Knowledge of business-related rules and regulations.
- Knowledge of relevant regulatory and compliance requirements.
- Knowledge of the operational running of call and service centers.
- Relevant product knowledge.
- Knowledge of complaints handling processes and procedures.
Duties & Responsibilities
- Deliver positive, seamless and professional customer service during every interaction with the client in a considerate and timely manner.
- Maintain a consistent differentiated client experience within a pressurized, fast-paced and deadline driven environment.
- Compose thoughtful, personalized telephonic and/or email responses for a variety of client needs.
- Maintain client confidentiality, at all times.
- Capture and process valid client instructions accurately, the first-time round, within set service-level timelines and quality standards.
- Request and obtain any missing information, documentation and/or signatures by following the legislative, compliance and product process and procedure guidelines. Use of telephone interactions are encouraged in this instance to enable effective and efficient communication to enhance service experience.
- Always keeping our clients (FA, admin staff and Channel Partners) informed and in the loop, every step of the way, without fail or exception.
- Assist, support, promote and train our Advisers, their admin staff, and our Channel Partners towards digital adoption to increase digital uptake. Work with all stakeholders to define their digital challenges and co-create solutions. Troubleshoot and resolve digital obstacles that may prevent us growing our digital footprint.
- Support the team with processing instructions or tasks allocated or made available to you – be it client instructions, transactional indexing, clean-up projects, etc. Working together to create a combined centre of excellence.
- Adhere to product, legislative and compliance processes, and procedures at all times.
- Adhere to Client Centric and Treating Customers Fairly Principles.
- Take responsibility for managing both reputational and financial risk, as a result of processing instructions as well as interactions with both internal and external clients.
- Take personal responsibility and accountability for personal daily and monthly targets (production, quality and client satisfaction).
- Make active daily contributions to help achieve team goals, targets, and successes, taking co- responsibility for the team’s deliverables as a collective team.
- Research, follow-up and resolve client enquiries and problems through effective interaction with clients, intermediaries, investors, product specialists, operations areas, and other internal or external staff in a timely and professional manner. This includes the provision of timely feedback with internal and external stakeholders (always keeping the client and all stakeholders in the loop).
- Participate and contribute to a culture of identifying and recommending improvements and changes that will facilitate and improve the client service experience, enhance cost effectiveness, increase operational efficiency, and reduce any risk or threats.
- Actively improve own performance and drive own development, including continuously improving knowledge for personal growth and development.
- Continuously develop own expertise in terms of professional, industry, compliance, and legislative knowledge.
- Live the Momentum Group values namely: Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork.
Competencies
- Passionate about service and service excellence - with a “will do, can do” attitude – demonstrating determination and encourage others to achieve excellence in every task, action and/or interaction.
- Working with and servicing people - demonstrating an interest in others, working effectively in teams, building team spirit - showing care and consideration for individuals.
- Has the ability to work well both under supervision as a member of a team, as well as independently.
- Relating and networking - establishing effective relationships with clients and colleagues, networking effectively within and outside of the organization and relating well to individuals at all levels.
- Highly organized, professional, efficient and effective, with a sense of urgency and excellent time management.
- Very high attention to detail and quality work output.
- Honesty and integrity - Respect for the confidentiality of our clients’ and Momentum Group’s affairs.
- Resilience and adaptability – the ability to overcome obstacles and delivers results by showing tenacity, coping with pressures and setbacks by working productively in a stressful environment.
- Adhering to Principles and Values - upholding ethics and values, acting with integrity and embracing diversity.
- Presenting and communicating information - speaking and writing clearly and fluently, with the ability to relay information in a constructive and confident manner.
- Analyzing data of a verbal and numerical nature as well as other sources of information, breaking information down into components, probing for further information and generating workable solutions to problems.
Closing Date
go to method of application »
Role Purpose
- To manage and administer liability claims under binder agreements on behalf of insurers, ensuring accurate processing, compliance with mandates, and excellent service delivery to brokers and clients.
Requirements
Qualifications
- Matric / Grade 12
- Law Degree – preferable but not mandatory, subject to experience in Short-Term insurance environment
- 60 FAIS Credits
- Insurance qualification preferable
- RE5 qualification
Experience
- 5 years experience, some of which should be in a legal practice environment or insurance recovery & liability environment
- Experience working with binder agreements
- Intensive knowledge of liability claims and resulting litigation
- Intensive knowledge of recoveries
- Knowledge in administering and handling liability claims and recoveries
- Computer literacy (MS Word, Outlook and Excel)
Duties & Responsibilities
- Day-to-day reporting to the Team Leader
- Handling liability claims, Recoveries and litigation matters in accordance with claims handling procedures
- Facilitating and managing outsourced motor liability claims and recoveries
- Handling and settling claims within stipulated time frames and as per SLAs / mandates in place
- Entering into settlement negotiations with third parties / third party representatives
- Negotiating with motor assessors, attorneys, other service providers
- Providing technical advice on litigated matters
- Providing clients / brokers with the highest standard of service
- Providing clients / brokers with feedback on claims progress at all times
- Ensuring diary system is implemented and adhered to at all times
- Ensuring adherence to SLAs / mandates in place with regards to claims from mandated brokers
- Rendering assistance from time to time with ad hoc tasks
Competencies
- Strong analytical and problem-solving skills
- Knowledge of liability law and insurance principles
- Attention to detail and accuracy
- Negotiation and decision-making ability
- Excellent communication (written & verbal)
- Time management and ability to handle high volumes
Closing Date
go to method of application »
Role Purpose
- To attend to day to day Non-Motor claims handling across various products and to provide supervisory oversight over a defined area.
Requirements
Qualifications & Experience
- Matric
- Higher Certificate in Insurance
- Completed RE exams for representatives
- Computer Literacy(MS Word, Outlook and Excel)
- Comfortable with Insurance Systems
- Intensive knowledge and experience of Commercial insurance products and complex claims
- 10 years of experience in a similar role
Duties & Responsibilities
- Handling / settling non-motor own damage claims in accordance with applicable policies and standard operating procedures
- Handling / settling claims within stipulated time frames and as per SLA’s in place
- Entering into settlement negotiations with clients / brokers on behalf of Underwriters
- Negotiating with various claims assessors and other related service providers
- Providing clients/ brokers with the highest standard of service
- Providing clients / brokers with feedback on claim progress at all times
- Ensuring diary system is implemented and adhered to at all times
- Rendering of assistance from time to time with adhoc tasks
- Maintaining and updating reserves
- Attending to payment requests
- Managing outstanding claims volumes
- Timely responses to email and telephonic messages
- Accurate record keeping
- Proper time keeping and task prioritization / management
- Attending to any other tasks as may be assigned from time to time
- Provide a supervisory function over a defined area within the claims department which shall include among others
- Providing technical advice to the area where required
Competencies
- Good interpersonal skills
- Negotiation skills
- Management Skills
- Communication skills
- Attention to Detail
- Ability to work under pressure
- Team player
Closing Date
go to method of application »
Role Purpose
- To provide effective and efficient service to clients by receiving, evaluating and timeously responding to telephonic/electronic enquiries.
Requirements
Experience and Qualifications
- Matric or relevant qualification.
- Exposure to the insurance or financial services industry.
- 2 years relevant experience in client servicing environment.
- Microsoft Office Suite (Word, Excel).
- Employee Benefits experience (advantageous).
Duties & Responsibilities
The incumbent will be co-responsible for the following:
- Answering calls from members and service providers to confirm benefits and assist with queries.
- Provide a first call resolution for resolving member and service provider queries.
- Ensure that documentation is completed accurately and correctly as per departmental guidelines in order to meet client needs.
- Effectively utilise IT systems to ensure accuracy of documentation.
- Adhere to policies and procedures and take corrective actions where necessary.
- Ensure all risks are mitigated and escalated where necessary.
- Provide excellent service to clients and stake holders to ensure client retention and satisfaction.
- Keep abreast of MMH product changes in order to effectively and accurately assist with client queries.
- Ensure Service Level Agreements are met and exceeded.
- Deal promptly with client requests in a competent, efficient and professional manner.
- Collaborate and partner with team members in order to drive and support effective teamwork.
- Display and live the MMH values when dealing with clients, stakeholders and members
INTERNAL PROCESS
- Capture data accurately on relevant systems according to Service Level Agreements.
- Provide relevant information and documentation as requested, in line with relevant guidelines.
- File and maintain all relevant documentation, enabling ease of access by team members.
- Accurately complete all administrative and reporting requirements within agreed timeframes
CLIENT
- Provide authoritative expertise to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
PEOPLE
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving career development
FINANCE
- Contribute to the financial planning process within area.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
- Please note that this role is based on the Pay for Performance remuneration structure.
Competencies
- Planning and organising
- Accountability
- Customer orientation
- Attention to detail
- Good Communication skills
- Good attention to detail
- Interpersonal skills
- Time management skills
Closing Date
go to method of application »
Role Purpose
- To manage a portfolio of salvage matters (motor and non-motor) with salvage service providers and assisting the claims department in finalising all salvage matters.
Requirements
Qualifications & Experience
- Matric / Grade 12
- 60 FAIS Credits
- Insurance qualification preferable
- RE5
- 10 years’ experience in short-term insurance environment, specifically motor
- Computer literacy (MS Word, Outlook and Excel)
- Intensive knowledge of claims and salvage environment
- Relevant motor industry experience (salvage, towing, assessor, salvage yard management, SAPS, ICB)
- Basic mechanical / vehicle knowledge
- Valid driver’s license
Duties & Responsibilities
Salvage Upliftment and Assessment
- Load upliftment vehicle on salvage dealer portal.
- Arrange and monitor collection of salvage vehicles.
- Liaise with towing operators and negotiate fees.
- Ensure timely upliftment to reduce storage costs.
- Ensure that vehicle is assessed by Motor assessor within the agreed SLA.
- Validate CODING of vehicle.
- Stock in vehicle once deemed a write off.
- Track and update salvage status on systems.
- Documentation & Compliance
- Book collection of Natis documents from client / broker.
- Request settlement letter from INSTRACK for finance vehicles.
- Request Natis document on INSTRACK for financed vehicles.
- Complete required salvage documentation process and system updates.
- Handle title holder documentation and deregistration processes.
- Update salvage register.
- Auction Sales Management
- Manage SIB TAT.
- Identify missing or damaged parts before auction.
- Ensure branding removed before auction and manage complaints, client removal of items.
- Apply reserves on CODE 2 vehicle upon inspection for enhanced returns.
- Prepare salvage vehicles for auction.
Financial Control
- Manage salvage dealer credit control as per SLA.
- Capture salvage money on claims system.
- Allocate salvage money to floats.
- Track outstanding payments.
- Approve and pay release fees.
- Stolen and Recovered Vehicle
- Ensure vehicle circulated on UNICODE.
- Ensure all recovered vehicle documentation is accurate and complete.
- Confirm police clearance documentation before processing.
- Verify deregistration status where applicable.
- Update internal claims and salvage systems accurately.
- Coordinate vehicle collection from SAPS pounds.
- Liaison during all hours with SAPS and building relationships across the industry with ICB and other stakeholders.
Stakeholder Communication
- Liaise with brokers, internal claims teams, procurement, service providers, SAIA, ICB and policy holders.
Competencies
- Attention to detail
- Strong administrative skills
- Negotiation skills
- Strong communication skills
- Time management
- Problem-solving ability
- Knowledge of motor vehicle components
- Strong sense of moral values and confidentiality
Closing Date
go to method of application »
Role Purpose
- Lead a team to support clients with requests, queries, escalations and documentation in accordance with agreed Service Level Agreements and legislative and compliance requirements.
Requirements
QUALIFICATION
- Grade 12 or equivalent (Essential).
- Business or Industry related qualification (Desirable).
- Relevant product and system training (Desirable)
EXPERIENCE
- 3- 5 years experience in a call centre or client service environment with proven knowledge of customer service principles and practices
- 2- 3 years management experience Exposure to the insurance industry (preferred)
- 4- 5 years experience in client service environment with proven knowledge of customer service principles and practices
- 2- 3 years management experience Exposure to the health / insurance industry (preferred)
Duties & Responsibilities
INTERNAL PROCESS:
- Manage and guide the team with the resolution and delivery of client requests, queries, escalations, documentation and provide feedback in accordance with Service Level Agreement and legislative and compliance requirements.
- Manage, monitor and control the teams delivery on Service Level Agreements made with clients.
- Manage, monitor and control the team&rsquos execution of client requests, concerns and queries.
- Act as an escalation point to the team in addressing and resolving client queries.
- Ensure team&rsquos adherence to correct procedure and protocol when following up on and attending to queries.
- Analyse the Client Service processes and identify opportunities for improvements implement improvements within the team. Identify and report process and system failures and enhancements to improve client experience.
- Update and maintain relevant standard operating procedures within the Client Service area, to ensure the maintenance of quality and consistency in service delivery and client experience.
CLIENT:
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
PEOPLE:
- Effectively manage a team to deliver quality service to clients.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving team cohesiveness and performance.
FINANCE:
- Contribute to the financial planning process within area.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
- INTERNAL PROCESS:
- Manage and guide the team with the resolution and delivery of client requests, queries, escalations, documentation and provide feedback in accordance with Service Level Agreement and legislative and compliance requirements.
- Manage, monitor and control the teams delivery on Service Level Agreements made with clients.
- Manage, monitor and control the team&rsquos execution of client requests, concerns and queries. Act as an escalation point to the team in addressing and resolving client queries.
- Ensure team&rsquos adherence to correct procedure and protocol when following up on and attending to queries.
- Analyse the Client Service processes and identify opportunities for improvements implement improvements within the team. Identify and report process and system failures and enhancements to improve client experience.
- Update and maintain relevant standard operating procedures within the Client Service area, to ensure the maintenance of quality and consistency in service delivery and client experience.
- Ensure that the team outputs are aligned to business objectives.
CLIENT:
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Make recommendations to improve client service and fair treatment of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service. Ensure satisfactory resolution of all queries and problems escalated. Developing and renewing best practice guidelines and procedures concerning client service. Implementation of mechanisms to improve client service Planning and implementing aftersales service and damage control interventions to ensure client satisfaction.
PEOPLE:
- Effectively manage a team to deliver quality service to clients.
- Develop and maintain productive and collaborative working relationships with peers and stakeholders.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.
- Take ownership for driving team cohesiveness and performance.
- Manage individual performance and provide appropriate training interventions where necessary.
- Ensuring operational efficiency within the department.
- Ensure that staff members are aware of their individual responsibilities, measurement and targets.
FINANCE
- Contribute to the financial planning process within area.
- Identify opportunities to enhance cost effectiveness and increase operational efficiency.
- Manage financial and other company resources under your control with due respect.
- Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
Competencies
- Communication skills
- Language proficiency
- Planning skills
- Interpersonal skills
- Analytical skills
Closing Date
go to method of application »
Role Purpose
- To manage and oversee the data operations function, ensuring the delivery of accurate, timely, and complete data and reporting outputs for both business-as-usual (BAU) and project requirements.
- The role is accountable for data quality, reporting integrity, process ownership, and the effective leadership of the data administration team in support of Institutional Client servicing, Investment Compliance and Finance.
Requirements
Qualifications
- Bachelor’s degree in Finance, Accounting, Data Management, or related field?
- Postgraduate qualification (advantageous)
Experience
- 8-10 years’ experience in investment operations, data management, or reporting within asset management
- Proven experience managing or leading a team
- Strong exposure to institutional client reporting and multi-asset portfolios
- Experience in data governance, controls, and reporting frameworks
Duties & Responsibilities
Team Leadership & People Management
- Lead, manage, and develop a team of data analysts and reporting specialists
- Set clear performance standards and ensure accountability for outputs
- Conduct performance reviews, provide ongoing feedback, and support development plans
- Drive a culture of high performance, accuracy, and continuous improvement.
Operational Delivery
- Oversee the delivery of all client and internal reports (e.g., asset allocation, manager weightings, top 10 holdings)
- Ensure outputs are accurate, complete, and delivered within agreed timelines
- Monitor adherence to SLAs and service delivery standards
- Proactively identify, manage, and resolve data and reporting issues
Process Ownership & Data Governance
- Act as the process owner for data administration and reporting workflows
- Ensure effective data validation, reconciliation, and quality control processes
- Oversee the loading and validation of data files (e.g., ASISA, EAM format)
- Maintain and enhance data governance standards and controls
Process Ownership & Data Governance
- Act as the process owner for data administration and reporting workflows
- Ensure effective data validation, reconciliation, and quality control processes
- Oversee the loading and validation of data files (e.g., ASISA EAM format)
- Maintain and enhance data governance standards and controls
Continuous Improvement & Change Management
- Identify and implement process improvements to enhance efficiency and scalability
- Support system implementations, upgrades, and data initiatives
- Drive automation and optimisation within the data and reporting function
- Ensure team readiness and adaptability to change.
Compliance, Risk & Governance
- Ensure adherence to internal policies and external regulatory requirements
- Maintain audit-ready processes, documentation, and controls
- Oversee data integrity within systems (e.g., MIDL)
- Identify and mitigate operational and data-related risks
Competencies
Core Competencies
- Leadership and people management
- Data analysis and data quality management
- Operational excellence and process management
- Stakeholder engagement and communication
- Problem-solving and analytical thinking
- Planning and organizing
Technical Competencies
- Advanced Excel and data manipulation skills
- Knowledge of reporting tools (e.g., Power BI or similar)
- Understanding of investment data and reporting standards (e.g., ASISA, EAM)
Behavioral Competencies
- High attention to detail and accuracy
- Accountability and ownership
- Ability to work under pressure and meet deadlines
- Proactive and solution-oriented mindset
- Adaptability and resilience
Closing Date
Method of Application
Use the link(s) below to apply on company website.
Build your CV for free. Download in different templates.
Gmail
Yahoomail