Develop and amend investment models to provide input to senior colleagues and/or help manage assigned portfolios.
Insights and Reporting
Prepare and coordinate the completion of various data and analytics reports.
Organizational Risk Management
Keep track of risk parameters, identifying any deviations and reporting them to more senior colleagues. Involves working within established risk management systems.
Sell Customer Propositions
Identify the products or services that best meet the customer's stated needs, use personal expertise to propose quantities and product configurations, explain the selection to the customer, and invite the customer to make a purchase at the standard price/terms and conditions of sale.
Recommendations
Advise others on how to design new processes and systems that meet professional standards.
Improvement/Innovation
Identify shortcomings and suggest improvements to existing processes, systems, and procedures, then deliver a plan for a small element of a change management program with guidance from a project/program manager.
Internal Client Relationship Management
Build effective working relationships within the internal client organization, delivering high-quality professional services with guidance from senior colleagues.
Financial Management and Control
Track progress against budgets within established finance systems, and report variances to more senior colleagues.
Data Collection and Analysis
Conduct research using primary data sources, and select information needed for the analysis of key themes and trends.
Needs Assessment
Investigate questions relating to existing programs, processes, and procedures.
Data Management
Help others get the most out of data management systems by providing support and advice.
Personal Capability Building
Requirements
Action Planning, Analytical Thinking, Budget Management, Client Management, Client Needs Assessments, Computer Literacy, Database Reporting, Data Classification, Data Compilation, Data Controls, Data Modeling, Evaluating Information, Information Retrieval, Numerical Aptitude
Competencies
Business Insight
Collaborates
Communicates Effectively
Courage
Customer Focus
Decision Quality
Ensures Accountability
Financial Acumen
Education
NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent
Closing Date
29 June 2026 , 23:59
The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.
The Old Mutual Story!
Benefits
Equity / stock options
Additional Information
Let's Write Africa's Story Together!
Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.
Job Description
Contribute to the development of an implementation plan that meets the client's expectations and requirements.
Manage the implementation of operating procedures as well as monitor the quality, service standards and operational processes related to the applicable product or solution.
Collaborate with clients to facilitate product training interventions to create awareness regarding the processes and operational aspects of the product.
Manage the broker / intermediary solutions embedded with a client and ensure that optimum business flows from the solution.
Continuously identify new broker / intermediary solution opportunities within the client's environment.
Identify innovative methods to maximise broker / intermediary solution sales opportunities within the client portfolio.
Make recommendations to improve client service and fair treatment of clients within area of responsibility.
Formulates, monitors and implements investment policies to manage assigned portfolios. Devises and implements investment strategies and processes to meet client goals and constraints, constructs and manage portfolios and makes decisions on what and when to buy and sell investments.
Oldmutual · Paarl