Investment Analysts (Long term Insurance)

Recruiter:

Isilumko Staffing (JHB)

Job Ref:

3517155617

Date posted:

Thursday, July 21, 2022

Location:

Pretoria, South Africa

SUMMARY:
-

JOB DESCRIPTION:

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

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.

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

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.

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).

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

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

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Investment Analysts (Long term Insurance)

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