Investment Analysts (Long term Insurance)

Are you ready to join a new, stable and forever moving company? Our client is within long term insurance industry and looking for an experienced  Investment Analysts with long term insurance experience in Pretoria Menlyn 

Description

1. Conduct research and perform analysis (TCF)

Oversee research into different areas of investment management

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

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

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

Support the valuation of group companies where applicable.

Ad hoc research items time to time.

2. Compile Reports

Compile/draft standard reports to the relevant forums are required (CapMan, RiskCom, board of directors) re - investment management and performance. (TCF)

Provide ad hoc reports when required

3. Provide information for Financial and Statutory reports

Prepare accounting entries relating to investments.

Present necessary detail on investments for users of management accounts.

Give relevant information for financial statement purposes.

4. Perform fund administration (TCF)

Relevant calculations on investments ensuring liability transactions are timeously reflected in the investments.

Facilitate applicable instructions to investment administrator/asset manager(s).

5. Prepare Tax Calculations

Compile information required for submission of dividend tax return.

Submit dividend withholding tax return to SARS

Acquire and collate relevant information for CGT calculation purposes

6. Strategic considerations

Offer support for key focus areas as identified.

Requirements

• Matric
• B Comm or B Sc degree in a relevant field
• Technical/Legal Certification

Preference for:

• Completed CA (SA) articles; or
• Studying towards or holding CFA or CAIA charters.
• Student members of ASSA

Experience

• 3 years’ experience in a related position
• Life industry exposure

Knowledge

• Legislation: LTIA, Tax Act, Companies Act, FAIS, FICA, Pension Fund Act
• Financial Markets
• Financial Reporting: IFRS and statutory reporting base
• Actuarial: General understanding of actuarial process and how it affects investment management process

Skills

• MS Office: Intermediate Excel, Word, Outlook, PowerPoint
• Reporting: Verbal & Written

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