Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

The role includes the following responsibilities:

Monitors equity, fixed income and money market, commodity and currency markets.Assist with and support our digital direct offering to clients through deal execution, content management and platform support for this capabilityReceives buying and selling orders for implementation & execution.Determines, implements and adopts appropriate tactics to implement orders and ensures equitable allocation of trades between portfolio managers.Provides support function on all areas of transaction execution.Maintains communication with local and international stock brokers.Performs market and investment opportunity analysis.Provides input to the business with financial market news, corporate action announcements and general economic environmentProcessing of off-market deals and reporting to administrators).

Qualifications and Experience required:

Relevant tertiary qualificationAt least 2 years relevant working experienceJSE/RPE trading exams would be beneficial

Assists with the formulation, revision and implementation of investment plans which may include fixed income, equity, property and foreign exchange portfolios and economic views. Performs investment research, monitors developments in security markets and liaises with tax attorneys or accountants to determine legal consequences of investment decisions. Gathers and interprets data, monitors financial performance, and prepares reports supporting portfolio managers.

ResponsibilitiesFinancial Management and Control

Track progress against budgets within established finance systems, and report variances to more senior colleagues.

Financial Policies, Guidelines, and Protocols

Contribute to the development and delivery of financial policies, guidelines, and protocols to ensure the company complies with regulations and good financial practice.

Data Collection and Analysis

Collate and analyze data using preset tools, methods, and formats. Involves working independently.

Document Preparation

Organize and prepare complex documents using a variety of applications for technology devices, such as standard office software. Also responsible for gathering and summarizing data for special reports.

Investment Management

Support the investment team on more-complex activities by monitoring financial performance and preparing ad hoc reports using a wide variety of existing processes, procedures, and precedents.

Solutions Analysis

Interpret data and identify possible answers. Involves navigating a wide variety of processes, procedures, and precedents.

Internal Communications

Help others get the most out of internal communications systems by offering support and advice.

Internal Client Relationship Management

Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.

Data Management

Help others get the most out of data management systems by providing support and advice.

Personal Capability Building

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation, where relevant, to improve performance and fulfill personal potential. Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.

Skills

Accounting, Action Planning, Analytical Thinking, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Data Controls, Data Modeling, Document Management, Evaluating Information, Oral Communications, Policies & Procedures

Competencies

Business Insight

Collaborates

Communicates Effectively

Decision Quality

Ensures Accountability

Financial Acumen

Instills Trust

Manages Complexity

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Closing Date

06 February 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.

All prospective employees are required to disclose their vaccination status as part of the recruitment process.

Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.

The Old Mutual Story!