Latest Job Opportunities at Liberty Group South Africa

Purpose

• Build an evolving future-ready trading process that can accommodate change and increase efficiency as result of the dynamic shifts in market infrastructure and constant change in global regulations.

Minimum Experience

• 3 - 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Additional Minimum Qualifications

• Relevant industry qualifications to trade multiple assets and relevant regulatory qualifications (RE5, RE1, Registered Stockbroker or equivalence)

Process

• Identify, diagnose and recommend improvements and provide specialist advice and support; ensuring that solutions are appropriate and effective.
• Interpret financial or market reports and inform relevant parties of market movements and or price changes.
• Consult and advise on applicable price structures and trades, that seeks to maximise assets and/ or minimise financial risk.
• Ensure that price structures reflect the intrinsic value of assets and inform and advise on the impact thereof.
• Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
• Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
• Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.
• Build a trading process that utilizes technology and data to better align the investment process with market dynamics, liquidity, regulations and events.
• Executes Equity, Derivatives and FX instruments.
• Evolve the trading process to optimally connect into the new investment strategy with the aim of creating alpha, mitigating liquidity risk and communicating opportunities created by irrational price movements.
• Position the Trading Unit as an industry thought leader through innovative perspectives.
• Engage with internal stakeholders and develop better real time reporting / information dissemination.
• Systematically document the elements relating to Best Execution including the prices received from counterparties and pricing parameters.

Customer

• Provide sound consulting services and recommendations based on customer and client needs, current information and trends analyses.
• Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.
• Build clinical relationships with service providers and help to build an automated scorecard for broker utilisation using historic data.

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Purpose

• To plan, manage and monitor the implementation of strategic sales technologies across the relevant sales and distribution communities in a manner that unlocks the organization's investment in technology and contributes to the intermediary and client experience.

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Generic Management

Outputs

Process

• Analyse and develop recommendations from data and business analyses and formulate them into business plans.
• Advise on and provide support to business related to the testing of new initiatives from start to finish.
• Provide support to enable the monitoring and implementation of business plans ensuring delivery of strategic objectives.
• Communicate with business stakeholders about Agile processes to set and manage expectations.
• Accountable for maintaining quality, service and outputs related to a work area, ensuring compliance with set policy, procedures and standards.
• Proactively identify operational problems, determine cause and effect, select and implement the best solution to solve problems based on previous experience and understanding of the context.
• Plan for and organise multiple work activities for team execution by assigning priorities against the set framework in light of the specific situational context.

Finance

• Compile a budget aligned to the operational or area specific delivery of plans; monitor and report on variances and make sure that planned objectives are reported, escalating any deviations.

Learning and Growth

• Schedule, allocate and effectively manage human resources within own area of responsibility in line with specified and specific constraints or parameters.

Governance

• Implement and utilise risk, governance and compliance policies and processes effectively, to identify and manage risk exposure.

Competencies

• Plan and execute the roll out implementation of strategic technology initiatives
• Expectation management

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Purpose

• To provide specialist advise and support in the preparation of financial statements which are accurate and complete and in line with relevant legislative requirements, through the execution of predefined objectives as per agreed SOPs.

Minimum Experience

• 2 - 3 years experience in a similar environment

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Key Responsibilities

• Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
• Understand and apply existing best practice frameworks to assist in the implementation of identified subject matter processes and standards.
• Support the auditing process by providing accurate and up to date data in alignment with Org. financial reporting standards and requirements.
• Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
• Investigate anomolies and or irregularaties to establish and verify facts that leads to the identification and reduction of risks.
• Assist in the compilation of financial statements in line with the audit file and approved accounting framework related to identified funds.
• Accurately reconcile financial transaction records to supporting documentation in order to enable the verification of the validity of transactions.
• Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
• Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
• Plan for own task execution and advises on improvements related to area of specialisation.

Customer

• Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

Finance

• Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

Learning and Growth

• Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
• Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

Governance

• Ensure that established accounting standards, procedures and processes are adhered to, in compliance with legislative regulations.
• Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

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Purpose

• To develop tactical investment infrastructure strategy and delivery plans, formulate associated practice and to ensure operational implementation and adaption across a single practice i.t.o. investment methodology, governance and delivery objectives

Minimum Experience

• 5 - 8 years experience in a similar environment, of which 2 - 3 years at management level

Minimum Qualifications

• Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting

Additional Minimum Qualifications

Outputs

Process

• Collect and collate information into a usable format in order to provide information related to the development of investment ideas.
• Communicate a meaningful tactical context that guides and directs best practice integration and process alignment with service delivery objectives.
• Keep abreast of new legislation, tax regimes, government policies and changes within industries that may affect investment earnings.
• Advise on investment options, e.g. investment of money in government stock, mortgage bonds, ordinary and preference shares, property and other securities.
• Coordinate, source and provide advise on investment decisions and the buying and selling of shares and other securities on behalf of clients.
• Complete complex financial analyses on client portfolios, companies, industries.
• Create client reports, analyze performance and produce risk metrics.
• Analyze and conduct due diligence on investment opportunities for a dedicated infrastructure fund.
• Coordinate with external advisors and external counsel to perform due diligence and review deal terms,
• Accountable for strategy implementation through the integration and optimisation of operational activities to practices and systems across an internal value chain.
• Proactively identify interconnected tactical problems, determine the impact, patterns and trends to identify alternatives and best practice solutions, anticipating future challenges.
• Plan for delivering work outputs , manages independent practices, processes or systems and addresses and balances the demands of different priorities to optimise efficiency.

Customer

• Build and maintain stakeholder relationships for the purposes of expectation management, knowledge sharing and integration.
• Build strong customer-centric relationships and develop service level agreements that promote the organisation with stakeholders aligned to Treating the Customer Fairly (TCF) principles.

Finance

• Compile an operational or business area budget aligned with the delivery plans, and ensure the implementation and monitoring of financial controls, management of costs and corporate governance to optimise cost savings and/or profit margins.

Learning and Growth

• Balance, optimise and manage human resources across disciplines through executed human capability plans.

Governance

• Implement the governance management model, framework and policy in own practice and/or tactical area to identify and manage governance and risk exposure liability pro-actively.