Platform (LISP) PSM Finance Team Leader

4 days ago

Johannesburg, Gauteng, South Africa FNZ (UK) Ltd Full time

Platform (LISP) PSM Finance Team Leader page is loaded

Platform (LISP) PSM Finance Team Leader

Apply locations Johannesburg - South Africa time type Full time posted on Posted Yesterday job requisition id REQ-13633

The role

Management of PSM team and related tasks & risks within required quality and SLA standards.

Key accountabilities

Management of Platform PSM Team

Operational

  • Management of daily and monthly PSM tasks within required quality and SLA/KPI standards (inter alia pricing, liquidity, daily business runs, distributions, UMP pricing and daily business, maintenance of Reg28 spreadsheets, unit reservations and post balancing, exception reports, UMP monthly fees, distributions, UMP restructures, fund and manco setups and amendments, UMP pricing models).
  • Management and analysis of instrument mergers, scrip transfers, instrument manco changes, bulk switches, pricing errors, distribution errors, ring-fencing, Manco SLAs.
  • Management of team errors, breaches and backdates.
  • Management, analysis & escalation of high value/high impact issues & exceptions ensuring risks are communicated and managed.
  • Liaise with admin/IT and other finance teams to ensure that exceptions and queries are resolved timeously, and to improve processes and understanding between teams.
  • Ensure that individual and team queries/emails are attended to timeously and resolved satisfactorily.
  • Management of Finswitch profile and setups.
  • Management of Compliance, UMP reconciliation, Client, KPI/SLA and other reporting.
  • Management of ISAE Audit processes and documentation.
  • Liaise with internal & external auditors and related queries. Ensure efficiency of audits, both internal and external.
  • Attendance at client operational meetings when required.
  • Management and ownership of projects/initiatives/business changes impacting the team. Ensure that thorough testing is performed for all related systems & processes.
  • Management of team business rules and change controls.
  • Management of business process & risk review and documentation. Drive continuous improvement.
  • Ensure that risks are identified and closely managed through implementation and review of effective internal controls.
  • Ensure that all the appropriate internal controls are functioning effectively at all times.

Staff

  • Own and drive the performance development appraisal process for all team staff.
  • Develop & implement a training program for new recruits.
  • Regular communication to the teams.
  • Cultivate positive and strong team dynamics.
  • Change management.
  • Management of performance and productivity.
  • Develop, mentor and coach team members.
  • Performance management of individuals where necessary.
  • Manage the development of staff.
  • Ensure that the team is appropriately staffed and manage the utilisation of staff.

Strategy

  • Design and implementation of operational strategy.
  • Communicate strategy and vision to the team.
  • Drive the Silica culture and values.
  • Implementation of best practice for administration model/processes.
  • Drive process and system efficiencies within and across teams/departments.

Skills & experience

  • BCom Accounting or similar.
  • Investment Association of Collective Investment Schemes (CIS) an advantage.
  • Computer literate (MS Office). Strong Excel skills.
  • 2-3 years' experience in a Unit Trust or LISP environment.
  • 2-3 years' experience in a relevant Finance/Special Admin department.
  • Strong understanding of key processes within a LISP environment.
  • Prior team leader experience an advantage.
  • Strong Platform (LISP) admin business knowledge an advantage.
  • Knowledge of SWAP & Obelix an advantage.

Other

  • Strong leadership skills.
  • Excellent communication and interpersonal skills.
  • Delegates appropriately and effectively.
  • Methodical and analytical – strong problem solving skills.
  • Ability to self-motivate and use initiative.
  • Ability to work in a stressful environment.
  • High degree of accuracy/attention to detail.
  • Deadline driven.
  • High client centricity, and the ability to deliver to multiple clients.
  • Strives to innovate to improve processes and systems.
  • Strives to achieve high standards in quality and delivery of work.
  • Self-managed.
  • Professional.
  • Positive attitude.
  • Ability to motivate staff.
  • Ability to prioritise.
  • Proactive.
  • Delivery orientated.
  • Adaptable and versatile to change.
  • Strong organizational skills.
  • Time management skills.
  • Ability to work as a team member.
  • Diplomatic.
  • Accountable.
  • Emotional maturity.

About FNZ

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.

About Us

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back.

We created wealth's growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA).

Together with our customers, we help over 20 million people from all wealth segments to invest in their future.

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