Fiduciary Portfolio Oversight Analyst

 
Mid-level
🇿🇦 South Africa
💰Equity
Financial Analyst
Finance

Job Description

To perform the day-to-day oversight of the administration and conduct of the collective investment scheme to ensure the safekeeping of the unit holders (investor), in compliance with the act, deed and subordinate regulation

  • Are you someone who can:
  • Work with project managers to proactively assess Fiduciary Risks within new business initiatives and products Identify and utilise opportunities to assess and improve own performance
  • Optimise work through the application of learning experiences
  • Build and maintain stakeholder relationships
  • Investigate new ways to optimise processes
  • Flag opportunities to migrate to platform and supports the use of technology in process and system improvements
  • Draw on knowledge and experience to identify and develop solutions that lead to improved service delivery and quality
  • Ensure operational excellence through the delivery of work processes according to defined quality standards
  • Analyse and document economic conditions affecting industry and / or segments
  • Keep up-to-date with market developments, new commercial products and all other areas that can affect the markets, e.g. movements in the economies of relevant countries, considering how the economic implications of factors such as natural disasters, weather, wars, etc., might affect the performance of companies and funds
  • Provide subject matter expertise and maintain expert knowledge on local legislation, financial instruments and specific investment products
  • Identify potential metrics to measure Key Risk Indicators for Fiduciary Risk
  • Maintain and upload accurate and timeous scanning of all documentation on the system
  • Prepare basic trust documents governing different transactions (trustee resolutions, donation agreements, loan agreements, compliance documents etc.) in compliance with business objectives
  • Contribute to teamwork and inclusivity within own team
  • Deliver customer service through adherence to quality service standards

You will have access to:

  • Opportunities to network and collaborate
  • Challenging Working
  • Opportunities to innovate

We can be a match if you are:

  • Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough to
  • Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it

#Post

#RMB

#LI-ZM1

**Job Details

Application Closing Date

04/10/24

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

 

FirstRand Life Assurance Ltd

FirstRand Life Assurance Ltd

FirstRand Group is a financial services company.

Banking

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