Academic/Professional:
Candidates must possess a PhD in a relevant discipline, such as psychology, education, or a closely related field, along with a proven track record of scholarly research and publication in peer-reviewed journals. Applicants should have extensive teaching experience at the university level, ideally including curriculum development and mentorship of graduate students. Familiarity with quantitative and qualitative research methodologies is essential, as is the ability to secure external funding. Strong analytical, critical thinking, and communication skills are required to effectively contribute to interdisciplinary collaborations and present findings to diverse academic audiences.
A degree from a recognized tertiary institution, preferably in a quantitative discipline such as Sciences, Engineering, Economics, or Finance, is required. Possession of a Diploma in Investment Operations (CSI UK) and/or successful completion of CFA Level 1 will be advantageous. Additional qualifications such as a relevant postgraduate degree (M.Sc., MBA) or professional certification (ACA, ARCA, etc.) are considered beneficial.
Experienced professionals seeking to enhance their expertise in a dynamic environment are encouraged to apply. Candidates should possess a proven track record of relevant work experience, demonstrating proficiency in their field. A minimum of [X] years in a similar role is typically required, though exceptional candidates with transferable skills may be considered. Responsibilities will include leveraging hands-on experience to drive results, collaborating with cross-functional teams, and contributing to strategic initiatives. Familiarity with industry best practices and a commitment to continuous improvement are essential for success in this position.
Requires a minimum of one year of professional experience in a relevant field.
We are seeking a candidate for the position at this level, which requires extensive experience and a proven track record in the relevant field. The ideal applicant must possess strong leadership skills and the ability to manage complex projects with efficiency and precision. Additionally, they should demonstrate exceptional communication abilities to collaborate effectively with cross-functional teams and stakeholders. A minimum of [X] years of industry experience is mandatory, along with proficiency in [specific tools/technologies]. The role entails overseeing departmental operations, driving strategic initiatives, and ensuring alignment with organizational goals.
This role is classified as an Analyst position based on the specified skill requirements, required years of experience, and the intricacies of the duties involved.
Grade Level:
This role has been classified at a minimum Grade Level 8, reflecting the requisite skill level, years of experience, and the intricate nature of the responsibilities involved.
Oversee and execute a comprehensive range of core duties, ensuring alignment with organizational objectives and operational standards. Serve as the primary point of accountability for designated tasks, maintaining precision and efficiency in all activities. Collaborate closely with cross-functional teams to achieve project milestones and deliver measurable outcomes. Monitor progress, identify potential challenges, and implement proactive solutions to mitigate risks. Foster a culture of accountability, innovation, and continuous improvement within the team. Provide regular performance feedback and support professional development initiatives to enhance individual and collective capabilities. Ensure compliance with industry regulations, company policies, and best practices throughout all processes.
Work collaboratively with internal and external partners to ensure the business and team consistently meet pre-established turnaround timelines.
Regularly conduct reconciliations across multiple accounts, or evaluate reconciliations performed by colleagues, and swiftly investigate and resolve any discrepancies to ensure accuracy.
Review accounting records and pricing data to detect any discrepancies or issues, promptly notifying the Team Lead/Head of Investment Operations & Fund Accounts and supporting efforts to resolve them.
Prepare and submit regular reports to management regarding the Fund’s activities and pertinent related matters.
Ensure the precise and prompt generation and delivery of client reports through meticulous management of trade processing activities, maintaining both efficiency and accuracy.
Daily, verify that all postings and ledgers related to the CBA align precisely with corresponding bank entries.
Offer strategic recommendations to pertinent stakeholders to effectively resolve outstanding reconciliation items.
Escalate any unresolved reconciliation items exceeding the predetermined threshold or aging criteria to the Head of Investment Operations & Fund Accounts.
Proficiency in the financial services sector, with a focus on the insurance industry or investment operations, is required.
Handle all business-related operational expenses by disbursing funds from the designated bank accounts.
Ensures all relevant documents are properly filed and stored with meticulous organization.
Ensures the accuracy and reliability of every entry recorded in the CRA system.
Facilitate the prompt processing and completion of all wire transfers, including those directed inward or outward, as well as those associated with investment activities.
Facilitate the prompt and accurate settlement of all financial securities transactions with the designated counterparties.
Demonstrates exceptional proficiency in making informed decisions, managing time effectively, and resolving complex problems with efficiency and precision.
Proven ability to analyze intricate data sets and derive actionable insights, ensuring informed and strategic decision-making in complex scenarios.
Demonstrates exceptional capacity to manage multiple priorities simultaneously while maintaining high performance in fast-paced, high-pressure environments.
Remain informed about regulatory changes and their implications for the business, while facilitating strategic positioning to ensure optimal responsiveness.
Assess discrepancies and issues impacting accounting records and pricing, promptly notifying the Team Lead/Head of Investment Operations & Fund Accounts, and supporting their resolution.
Qualifications
BA/BSc/HND , MBA/MSc/MA
Experience Required
1 year
