Senior Finance Analyst

2 days ago


Cape Town, Western Cape, South Africa Old Mutual Full time
Job Description

The role of a Senior Finance Analyst at Old Mutual involves performing daily and monthly PSM tasks with high quality and adhering to Service Level Agreements (SLAs). This includes pricing, liquidity, daily business runs, distributions, UMP pricing, and daily business maintenance. Additionally, the candidate will be responsible for maintaining Reg28 spreadsheets, unit reservations, and post-balancing, as well as analyzing exception reports and managing UMP monthly fees.

Key Responsibilities:

  • Maintain accurate and up-to-date financial data and records
  • Analyze financial trends and prepare reports for management
  • Develop and implement financial models and forecasts
  • Ensure compliance with regulatory requirements and company policies
  • Provide training and support to team members

Requirements:

  • Strong knowledge of Unit Trust/LISP environment
  • Minimum 2 years in a similar role or 3 years in a similar environment
  • Excellent analytical and problem-solving skills
  • Ability to work under pressure and meet deadlines
  • High degree of accuracy and attention to detail

About Old Mutual

Old Mutual is a leading financial services provider offering a range of products and services to individuals, businesses, and institutions. We are committed to delivering exceptional customer service and building long-term relationships with our clients.


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