Portfolio Analyst at Old Mutual South Africa

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



Job Description







Investment Analysis: Conduct thorough research and analysis of various investment opportunities, including stocks, bonds, and other assets. This involves evaluating market trends, economic data, and financial reports to make informed investment decisions.

Portfolio Management: Assist in the management of pension fund portfolios by monitoring performance, rebalancing assets, and implementing investment strategies. This ensures that the portfolio aligns with the fund’s objectives and risk tolerance.

Reporting and Documentation: Prepare detailed reports on portfolio performance, investment strategies, and market conditions. These reports are used to communicate with stakeholders, including pension fund managers and trustees.

Compliance and Risk Management: Ensure that all investment activities comply with relevant regulations and policies. This includes assessing and managing risks associated with different investment options.

Client Communication: Regularly communicate with clients and stakeholders to provide updates on portfolio performance and investment strategies. This helps maintain transparency and trust



Make the entry in the system of accounts payable and accounts receivable. Review the documents received and provide the archiving. Register and check out all processes of payments and receipts. Send collection letters to customers, starting the recovery procedure. Control and monitor the commitments of payments and receipts of the company. Attend internal and external suppliers, informing them about the progress of the payment processes. Check all documentation coming from various sectors of the company for payment by checking for accordance with the policies and procedures of the company. Control the daily bank statements, identifying all payments and receipts. Assist the payments made to meet the requirements of contracting. Assist with management spreadsheets and inform the control data for the cash flow, taking into account the deadlines established.



Responsibilities



Credit Control and Collections



Liaise with debtors regarding outstanding debt and agree a deadline for payment.



Financial Management and Control



Support others by carrying out simple financial monitoring tasks.



Document Preparation



Prepare routine letters, memoranda, reports, and similar documents following detailed instruction. This is likely to involve using the full range of functions within standard office software.



Organizational Risk Management



Support others by carrying out simple risk monitoring and assessment tasks.



Data Collection and Analysis



Extract relevant data from information provided by others, and input it into spreadsheets or standard formats.



Document Management



Create, organize, and maintain files containing the correspondence and records of a senior colleague.



Solutions Analysis



Assess compliance with established standards and protocols for routine inquiries.



Quality Assurance



Carry out relatively simple testing and quality assurance tasks.



Operational Compliance



Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory procedures to ensure own work is undertaken to the required standards.



Personal Capability Building



Develop and maintain excellent process or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.



Skills



Action Planning, Analytical Thinking, Budget Management, Computer Literacy, Data Compilation, Data Controls, Data Interpretations, Data Management, Desktop Publishing (DTP), Evaluating Information, Numerical Aptitude, Oral Communications, Presenting Solutions, Report Review



Competencies



Action Oriented



Collaborates



Communicates Effectively



Ensures Accountability



Financial Acumen



Instills Trust



Optimizes Work Processes



Plans and Aligns



Education



Bachelors Degree (B): Finance, Economics



Closing Date



21 March 2025 , 23:59