Job Opportunities at PPS

Ideal experience:

1. Minimum 4 years prior work experience at an asset manager in a similar role is advantageous.
2. Sound knowldege of performance and attribution methodologies
3. In-depth knowledge of portfolio and instruments level data and their appropriate classification
4. Spreadsheet, presentation and reporting experience essential
5. A quantitative degree and investment focus will be an advantage, CIPM/CFA or currently studing towards the designation will be an advantage

Ideal qualifications:

1. BCom or Business Science or other relevant degree with a major in statistics, economics or portfolio management

Competencies and ideal personality attributes:

1. Ability to work independently and as part of a team
2. Accountability and responsibility for accuracy and detail of work
3. Self-starter, take initiative and be proactive
4. Diligence and numerical ability
5. Ability to prioritize duties and responsibilities, and meet deadlines
6. Willingness to learn
7. Passionate, ambitious and energetic
8. Ability to adapt to change
9. A bias to action
10. Good verbal, written and interpersonal communication skills

Systems knowledge:

1. In depth knowledge of Microsoft Office incl. Excel & Powerpoint
2. Working knowledge of Inet & Morningstar preferred, and a basic understanding of SQL(SSRS) will be an advantage

Main duties and responsbilities:

1. Responsible for monthly and quarterly performance processes ensuring the correctness and timeous distribution of internal and external reporting.
2. Responsible for researching and resolving any database discrepancies
3. Manually recalculate performance numbers when needed to ensure accuracy
4. Maintenance of performance and attribution system
5. Work closely with investment analysts to ensure decision-making is based on accurate and reliable data
6. Resolution of ad hoc performance, attribution and reporting queries.
7. Maintenance of integrity of investment database(s) including accurate classification of information & identification and correction of errors; liaise with developers & managers to ensure information is captured correctly when required.
8. Ensure investment team are provided with relevant timely reports of underlying portfolios; engage with investment team & developers to ensure reports remain accurate & relevant
9. Interpret and analyse Attribution and Contribution analysis results and investigate detractors and contributors to performance
10. Contribute towards the continuous improvement of the processes, systems and outputs to meet the needs of internal and external clients

go to method of application »

Qualification:

• Matric. 
• A three year or higher bachelor’s degree or national diploma. 
• A completed NQF 5 – Wealth Management or RFP 3 would be advantageous. 

Experience:

• At least 2 years’ experience in the financial services or Life Assurance industry in a sales and/or service related role.

Knowledge:

• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.

Interpersonal and Intrapersonal Skills:

• Relating to Customers.        
• Communicating in writing.        
• Communicating Orally.         
• Quality Orientated.                        
• Reliable.                
• Customer Focused.
• Resilient.
• Results Driven.

Duties and Responsibilities

• To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
• Constant communication and feedback to advisers relating to all aspects of intermediaries operations.
• To plan, organise and control liaisons with intermediaries, their managers. 
• To ensure continuous improvement of service standards to clients.
• To ensure alignment to Treating Customers Fairly (TCF), in all business practices.

go to method of application »

Ideal experience:

1. 1-2 years’ experience within financial services industry; investments /LISP/ Asset Management environment
2. Knowledge on FICA/FAIS and FATCA legislation requirements and TCF outcomes
3. Knowledge and experience in client services / contact centre environments

Ideal qualifications:

1. Bachelor’s degree or Diploma in Commerce related field essential.

Competencies and ideal personality attributes:

1. Client Centricity
2. Communication skills (written and verbal)
3. Business writing skills
4. Building and maintaining relationships
5. Planning and organizing
6. Attention to detail
7. Resilience
8. Team success
9. Results driven
10. Business acumen

Systems knowledge:

1. MS Office – intermediate level of MS Work & Excel
2. Sales Logix or another comparable CRM application is an advantage

Duties and Responsibilities

Service Delivery

1. Provide client services to Clients /Intermediaries / PPS Insurance distribution channels and broader distribution force relating to and within the financial services /LISP/Asset Management environment.
2. Handle all client queries and/or complaints (telephonic /written /social media) and resolve issues to completion in a timely manner.
3. Applying technical knowledge and understanding to secure an end-to-end finalization of client requests.
4. Working across organizational boundaries to obtain outstanding information and clarify instructions received to improve client experience.
5. Evaluate problems regarding service issues and enquiries to determine their importance and urgency.
6. Performing investigations where necessary to facilitate problem resolution timeously.
7. Responsible for ensuring that service excellence to Clients /Intermediaries remains within best business practice and standards.
8. Responsible for managing reputational risk and ensuring compliance with regulatory requirements, procedures and service standards.
9. Promotion of PPS Investments technology offering.
10. Remain updated and informed on legislative and industry changes.
11. Responding to all enquiries in a professional and timely manner.
12. Liaising with operations support to provide best client experience.
13. Technical understanding of all PPS Investments offerings and the ability to apply that understanding to daily outputs.

Relationship Building and Communication

1. Collaborate effectively across business units to achieve business results.
2. Take up and resolve administrative and service issues that hinder good service delivery.

go to method of application »

Ideal experience:

1. At least five years of work experience in the Investment industry, ideally in a Product Development or quantitative analysis role.
2. Good understanding of financial services with demonstrable insights into the investment needs of individuals from a holistic savings perspective.
3. A good understanding of the Investment industry’s tax and regulatory framework and impact on differing savings outcomes.
4. Experience in doing analysis using Python or R.
5. Demonstrable track record of quantitative analysis experience and or data analysis.  

Ideal qualifications:

1. A strong analytical degree (Mathematics/Statistics) with demonstrated academic excellence. 
2. A post graduate investments qualification or professional certification (e.g. CFA) will be an advantage. 

Competencies and ideal personality attributes:

1. Analytical and enjoy problem solving  
2. Investigative nature to unpack complicated problems 
3. Proactive and able to use initiative 
4. Clear thinker 
5. Self-starter with ability to multi-task 
6. Highly organised and efficient
7. Evidence of being able to work collaboratively 

Systems knowledge:

1. Highly proficient in MS Excel and Power BI, or an equivalent program(s). 
2. Skills in programming with experience in Python or R being advantageous. 

Main duties and responsibilities:

1. Support the Product Development team with developing new solutions, or enhancements to existing strategies with a focus on holistic solutions.
2. Work closely with the Investment Team with regards to strategic asset allocation analysis modeling and ad hoc requests.
3. Focus on maintaining and building out existing quantitative tools such as cash flow projections, modelling optimal use of products.
4. Assist with ensuring product offering remains in line with regulatory requirements, through development or amendment of product features.
5. Data analysis to identify trends and behavior to guide thinking around holistic solutions
6. Research and review local and international fund and product offerings to identify gaps and opportunities as per regulatory and industry standards.
7. Engage with various business stakeholders to understand requirements and needs from an investment offering perspective.
8. Draft and present business case proposals through relevant committees for approval.
9. Sign-off on product-related content and support to business on product-related items. 

go to method of application »

Ideal experience:

1. 3 – 5 years’ experience within the financial services / LISP / Asset Management industry
2. Minimum 3 years proven people management experience
3. Knowledge of Investment Platform industry with understanding of all applicable regulations: FICA, FAIS, FSB subcategory licensing, TCF, Section 14, Section 37C and other relevant legislation frameworks
4. Knowledge and experience in administration processing environments
5. Proven ability to affect change and improve effectiveness through analysis, innovation, people buy-in and leadership by example

Ideal qualifications:

1. Relevant tertiary qualification or equivalent is essential – Bachelor’s Degree or Diploma 

Competencies and ideal personality attributes:

1. Leadership qualities
2. Accountability
3. Effective communication (written and verbal)
4. Analytical thinking
5. Client centricity
6. Building and maintaining relationships
7. Resilience
8. Team success
9. Results driven
10. Business acumen  

Main duties and responsibilities: 

1. Active management of daily team functions and responsibilities through driving optimal levels of efficiency, quality and productivity, and in contributing to the creation of optimal client experience
2. Positively influencing team morale, commitment and engagement
3. Effective performance management through setting and assessing team standards and in addressing non-adherence
4. Continuously assess people, processes and systems to identify areas for improvement and initiating change initiatives
5. Manage change regarding new products, legislation, processes etc.
6. Support reporting and business intelligence for the operations area, analysing data to build business reports
7. Build and maintain relationships with internal and external clients and stakeholders
8. Collaborate effectively with peers to achieve business results
9. Take up and resolve administrative and service issues that hinder good relations and issuing of business.
10. Effectively and efficiently manage and resolve escalations
11. Pro-actively identify operational risk