Head: Investment Reporting

1 week ago

Centurion, South Africa Momentum Metropolitan Holdings Full time

-Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organizations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses.
Role Purpose

Oversee and manage the Balance Sheet Management - Liability Driven Investment operations, collateral management, and financial reporting, aligned to sound governance and regulatory requirements.
Requirements
- Post graduate degree in BCom Accounting, Financial Management, or related field
- CA(SA) qualification
- 10+ years’ experience in information technology, finance, or business operations in banking and/or insurance environments
- Exposure to holistic business operations (Finance, IT, Operations etc.)
- Exposure to Innovation, Digitization and Problem solving in a related environment
- Understanding of SQL (SQL Server 2014, SSIS), Microsoft Power Apps (Power Flow, Power BI, Power Query) and Visual Basic advantageous
Duties & Responsibilities

Internal Process
- Lead and direct the Product Control, Middle Office, Back Office, and Collateral Management functions in support of Balance Sheet Management objectives.
- Responsible for Solvency Assessment Management regulatory balance sheet stress reporting, IFRS financial reporting, and Tax-related reporting.
- Act as key contact to external audit as it relates to BSM investments operations and reporting.
- Represent the BSM investments operations and reporting function at various forums.
- Prepare and present reports to various stakeholders to provide feedback at various forums.
- Build, maintain and manage stakeholder relationships with various internal and external stakeholders to drive collaboration and achieve business objectives.
- Implement and monitor best practice standards aligned to regulatory and business requirements.
- Develop operating strategies to support BSM Investment Operations to accomplish goals and objectives.
- Provide the strategic direction and oversight for the BSM Investment Operations function in line with the BSM goals.
- Drive operational excellence within the function in order to ensure that clients/stakeholders receive optimal service.
- Drive automation, operational efficiencies, and optimization initiatives in a cost-effective manner.
- Facilitate strategic partnerships with business stakeholders to understand business priorities, challenges, and requirements.
- Oversee and monitor risk related to BSM Investments Operations and Reporting aligned to risk framework and regulatory requirements.
- Create and implement risk mitigation initiatives as required based on risk assessment and changing requirements and operational environments.
- Oversee operational and periodic reporting aligned to requirements and service level agreements and identify opportunity for improvement and potential risks.
- Create, implement, and track operational roadmap aligning BSM investment operations and reporting objectives with Liability Driven Investment function and BSM overall.

Client
- Build and maintain relationships with predominantly internal stakeholders.
- Contribute to sustaining a competitive edge through external networking (e.g., Banks, Auditors) and representation on related industry forums.

People
- Create a positive work climate and culture to energize employees, give meaning to work, minimize work disruption, and maximize employee productivity.
- Demonstrate exemplary leadership behaviour, through personal involvement, commitment, and dedication in support of organizational values.
- Drive a culture that guides and directs best practice, fostering an environment of continuous learning, improvement, and cohesiveness.
- Execute effective talent planning practices to ensure that staffing requirements are accurately forecasted
- Identify employee growth and development needs and schedule interventions to enable ongoing development, training, and personal growth.
- Effectively manage performance within the team in order to ensure business objectives are achieved
- Encourage innovation, change agility and collaboration within the team
- Enable a learning and growth culture whereby information regarding successes, issues, trends, and ideas are actively shared between team members

Finance
- Motivate and propose any additional expenditure and resourcing requirements required for the efficient and optimal management of the investment capability.
- Identify solutions to enhance cost effectiveness and increase operational efficiency.
- Investigate repor

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