Investment Analyst Specialist - Insurance

SUMMARY:
To provide relevant information to decision-makers regarding investments of the Group of Companies.

POSITION INFO:

RESPONSIBILITIES:

 Conduct research and perform analysis (TCF)

-          Conduct research into different areas of investment management as identified.

-          Conduct research into different areas of investment management flowing from the results of the analysis of the investments.

-          Analysis of fund manager performance against identified benchmarks and the mandate provided to the manager.

-          Compare and monitor the actual investments against the investment policy, manager mandates, the asset-liability model, and statutory asset spreading requirements.

-          Assist with the valuation of group companies where applicable.

-          Ad hoc research items identified from time to time.

Compile Reports

-          Compile standard reports to the Investment Committee, the board of directors, and Assupol Life MANCO regarding investment management and performance. (TCF)

-          Provide ad hoc reports as and when required

Provide information for Financial and Statutory reports

-          Prepare accounting entries relating to the investments

-          Provide necessary detail on the investments for the users of the management accounts

-          Provide the relevant information for financial statement purpose

Perform fund administration (TCF)

-          Performing the relevant calculations on the investments to ensure that the liability transactions are timeously reflected in the investments

-          Provide applicable instructions to the investment administrator/asset manager(s).

 Prepare Tax Calculations

-          Compile the information required for the submission of the dividend tax return

-          Submit dividend withholding tax return to SARS

-          Obtain and collate relevant information for CGT calculation purposes

Strategic considerations

-          Provide support for key focus areas as identified.

QUALIFICATIONS & EXPERIENCE:

      Relevant B Comm or B Sc degree

      Preference for:

-          Completed CA (SA) articles; or

-          Studying towards or holding CFA or CAIA charters;

      Student members of ASSA

      3 years’ experience in a related position

      Life industry exposure

KNOWLEDGE & SKILLS:

      MS Office: Advanced Excel, Word, Outlook, PowerPoint

      Reporting: Verbal & Written

      Communication: Must be able to convey technical concepts verbally and in written format

      People

      Confident

      Assertive

      Analytical

CLOSING STATEMENT

      Only candidates who meet the above requirements will be considered.

NB! This job is now closed. You can apply for other jobs by uploading your CV.