Investments Financial Analyst (Fixed-Term Contract) page is loaded Investments Financial Analyst (Fixed-Term Contract) Apply locations Pinelands time type Full time posted on Posted 5 Days Ago job requisition id JR-52531 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 This role, an analyst position in Old Mutual International, is mainly responsible for investments and investments related data at an operational level, preparation of management reports, provision of interpretation of financial data and predictive results. The role includes the following responsibilities: Financial Reporting Preparation and review of oracle ledgers. Provision of interpretation of financial data and predictive results. Preparation as well as provision of disclosure reports to OM Wealth reporting team. Valuation and classification of Investments according to regulatory and international financial reporting standards. Reconciliations Investments reconciliations on a fund level. Proper analysis of all Investment balance sheet and income statement accounts for validity, completeness, accuracy, and correct recording into the annual financial statements. Investment Repository Responsible for preparation of OMI investment repository and all related disclosure requirements. Other Assist in Adhoc projects and all Investment related and tasks as required. Assist with audit liaisons and statutory requirements. Working closely with the finance and operations teams and or service providers to ensure the completeness and accuracy of authorized custodian as well as Direct Funds holdings data for reporting purposes. Given the change period that the business is in, activities related to this role may change however this will be communicated accordingly. Team Effectiveness Drive process improvements and simplification in the area of investments and investments related data reporting. This includes automation projects and the preparation and maintenance of detailed workflows. Effective time-management. Individually accountable for tasks and output timeliness and quality. Enhance and improve group collaboration efforts. Qualifications and Experience required: CA(SA) (preferable) or Accounting degree with post graduate studies in Finance 3+ years post article experience or 5+ years related experience. Financial services industry experience, with specific background on investments Strong Excel skills with an aptitude and eagerness to learn various IT applications and platforms to enable process efficiencies. PowerBI (or similar tools) experience preferred. Experience within the Old Mutual Group would be advantageous. Skills Education Closing Date 16 May 2024 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. Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19. All prospective employees are required to disclose their vaccination status as part of the recruitment process. Please refer to the Old Mutual’s Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so. The Old Mutual Story! Similar Jobs (3) Investment Financial Analyst locations Pinelands time type Full time posted on Posted 6 Days Ago Multi-Skilled Servicing Professional (3 Month Fixed term contract) locations Pinelands time type Full time posted on Posted 7 Days Ago Social Media Consultant - 6 months Fixed Term Contract locations Pinelands time type Full time posted on Posted Yesterday Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience. #J-18808-Ljbffr