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Senior Specialist: Trade Control
Date: 8 Nov 2024
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Liberty’s success is driven by the success of its people. We aim to keep our staff engaged in the right role at the right time. Talent mobility is key to our competitive edge.
Purpose
The Trade Controller is responsible for ensuring that all daily operational activities within the middle and back-office environment are executed accurately and taking on a team leader role to assist the Head of Trade Control.
Key Responsibilities
Responsibilities will include, but are not limited to:
• Oversight of trade capture processes to ensure all trades are booked accurately specifically but not limited to derivatives and structured trades.
• Be and escalation point for the resolution of position breaks across multiple reconciliations.
• Working closely with the front, back offices, risk and product control to resolve breaks.
• Ongoing trade maintenance
• Managing trade life cycle events such as resets and expires
• Supporting the Trading Desk in a timely and accurate manner
• Supporting the business in new deal approvals and formulation of target operating models for new deals and for the review of existing deals
• Ensuring a smooth month end close process
• Carrying out project work which could include operationalize new regulation, Root Cause Analysis, Risk Control Self Assessments, Training materials and transaction reviews
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 08] in Finance Economics and Accounting
Experience
Minimum 7 years’ experience in an investment banking / Treasury/trading environment, specifically in middle office trade support, or equivalent role
Knowledge
•Extensive understanding of OTC Derivative instruments / Exchange Traded Derivatives / Fixed Income Securities / Equity products
•Exposure to trade settlement processes (OTC derivatives and exchange settled trades will be beneficial
Job Related Skills
Key traits – critical thinking, proactive approach, self-motivated
• An eye for the detail and know how to fit them together to form a bigger picture.
• Highly proactive; able to identify problems and seek solutions
• Build Relationships: Establish and maintain positive working relationships with others both internally and externally to achieve the strategy of Libfin.
• Communicate Effectively: Speak, listen and write in a clear, thorough and timely manner using appropriate and effective communication tools and techniques.
• Focus on Client Needs: Anticipate, understand, and respond to the needs of internal and external clients to meet or exceed their expectations within Libfin.
• Foster Teamwork: Work cooperatively and effectively with others to set goals, resolve problem, and make decisions that enhance effectiveness.
• Make Decisions: Assess situations to determine the importance, urgency and risks, and make clear decisions which are timely and in the best interests of the organization.
• Solve Problems: Assess problem situations to identify causes, gather and process relevant information, generate possible solutions, and make recommendations and/or resolve the problem.
Competencies
- Leading and deciding
- Supporting and co-operating
- Analysing and interpreting
- Interacting and presenting
- Organising and executing
- Adapting and coping
- Attention to detail
- Service orientated
- Multitasking
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Specialist: Payroll Accountant
Date: 8 Nov 2024
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.
Purpose
To provide specialist advice and support in the maintenance and analysis of financial data in order to provide accurate reports and information to relevant business stakeholders, through the execution of predefined objectives as per agreed SOPs.
Minimum Experience
2 – 3 years experience in a similar environment
Key Requirements
- Proficiency in SAP
- Prepare and submit payroll taxes via SARS Efiling
- A strong understanding of payroll accounting principles and practices.
- Experience in preparing ledger entries and processing payments.
- Understanding of Pension & Provident Funds
Minimum Qualifications
Bachelors Degree and Professional Qualifications [Level TBA: Pre-2009 was L5] in Finance Economics and Accounting
Process
- Support the auditing process by providing accurate and up to date data in alignment with Org. financial reporting standards and requirements.
- Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
- Apply quality assurance principles in order to ensure the authorisation and release of payments in a timely and efficient manner.
- Ensure the accurate and timely reporting on payments, accruals and reconciliations, ensuring a clear audit trail.
- Investigate anomolies and or irregularaties to establish and verify facts that leads to the identification and reduction of risks.
- Assist in the compilation of financial statements in line with the audit file and approved accounting framework related to identified funds.
- Accurately reconcile financial transaction records to supporting documentation in order to enable the verification of the validity of transactions.
- Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
- Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
- Plan for own task execution and advises on improvements related to area of specialisation.
Customer
- Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.
Learning and Growth
- Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
- Contribute positively to own area-specific knowledge improvement associated with area of specialisation.
Governance
- Ensure that established accounting standards, procedures and processes are adhered to, in compliance with legislative regulations.
- Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Technical Competencies
- Financial Management (Proficient)
- Research and Information Gathering (Basic)
- Financial Accounting (Proficient)
- Reporting and Interpretation (Basic)
- Customer Advice (Technical) (Basic)
Behavioural Competencies
- Professional/Technical learning (Basic)
- Organisation and Attention to Detail (Intermediate)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Communicating with Impact (Basic)
- Relationship Management and Networking (Intermediate)
- Customer Orientation (Basic)
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Senior Fund Administrator
Date: 7 Nov 2024
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.
Purpose
To deliver fund administrative services and oversee all fund administrative duties through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Experience
2 – 3 years experience in a similar environment
Minimum Qualifications
Further Education and Training Certificate (FETC) [NQF Level 04] in Finance Economics and Accounting
Additional Minimum Qualifications
Outputs
Process
- Utilise a variety of software packages to produce correspondence and documents and maintain associated records, spreadsheets and databases.
- Check fund calculations for accuracy in an efficient and effective manner according to set standards.
- Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
- Proactively identify problems, apply known solutions and escalate more difficult problems.
- Plan for task execution and adjust priorities against an established plan.
- Supervision of correctness of administrator(s) processing, recording, reporting and related compliance matters.
- Investigate, resolve and respond to ad hoc operational requirements, internal and external.
- Monitor the work management system and escalate critical incidents.
- Complete financial statements in line with the audit file and approved accounting framework related to identified funds.
- Generate a variety of documents and produce reports according to set standards and prescribed guidelines.
- Resolve client queries and problematic queries to the correct level to ensure prompt and effective resolution, enhancing the client experience.
Customer
- Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
- Handle all internal and external client requests and enquiries in a professional manner.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage.
- Prepare and verify quarterly, semi-annual, annual, and ad-hoc financial statements.
Learning and Growth
- Contribute positively to own area-specific knowledge improvement.
Governance
- Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
- Ensure compliance with investment fund legal documents and all legal guidelines
Competencies
Liberty Values
- Results Orientation (Basic)
Technical Competencies
- Query resolution (Intermediate)
- Financial Accounting (Basic)
- Financial Administration (Intermediate)
- Reporting and Interpretation (Basic)
- Financial Acumen (Intermediate)
- Standard operating procedure compliance (Intermediate)
- Written Communication (Basic)
Behavioural Competencies
- Creative and Innovative Thinking (Intermediate)
- Persuading and Influencing (Basic)
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Resilience (Basic)
- Communicating with Impact (Basic)
- Relationship Management and Networking (Basic)
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Customer Liaison Officer
Date: 7 Nov 2024
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.
Purpose
To deliver support services in order to improve the customer experience through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Experience
1 – 2 years experience in a similar environment
Minimum Qualifications
Further Education and Training Certificate (FETC) [NQF Level 04] in Office Administration
Additional Minimum Qualifications
Outputs
Process
- Align and integrate own administrative support tasks and activities in accordance to required response time, quality and service delivery standards.
- Ensures that the customers are serviced according to the standard operating procedures.
- Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
- Proactively identify problems, apply known solutions and escalate more difficult problems.
- Plan for task execution and adjust priorities against an established plan.
- Prepare or compile agenda packs and documentation for Trustee/ManCom meetings.
- Assist with the compilation of minutes of Trustee/ManCom meetings.
- Assist with sourcing technical and legal advice to be provided to clients.
- Assist with daily administration issues on retirement funds in the portfolio.
- Facilitate the production and distribution of member benefit statements to clients.
- Assist with the annual rate review process on retirement funds.
Customer
- Liaise and interact with customers via approved communication channels in a positive and helpful manner.
- Build and maintain contact with customers to promote organisational products and services.
- Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage.
Learning and Growth
- Contribute positively to own area-specific knowledge improvement.
Governance
- Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Competencies
Liberty Values
Technical Competencies
- Product Related System Application (Basic)
- Communication skills (Fundamental) (Intermediate)
- Customer Liaison (Basic)
- Product and/or Service Knowledge (Basic)
Behavioural Competencies
- Organisation and Attention to Detail (Basic)
- Customer service orientation (Basic)
- Customer Orientation (Basic)
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
Quality Assurance Agent
Date: 7 Nov 2024
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Purpose
To perform quality assurance administrative duties, through the execution of predefined objectives as per agreed standard operating procedures (SOPs).
Minimum Experience
1 – 2 years experience in a similar environment
Minimum Qualifications
Higher Diplomas [NQF Level 06] in Office Administration
System Knowledge
Outputs
Process
- Keep accurate and up to date records of information relating to own work area in line with standard operating procedures and performance criteria.
- Minimise errors by checking that transactions are processed correctly and inform relevant parties of errors to prevent errors from re-occurring.
- Contribute to and assist in the continuous improvement of the quality management process in order to improve service delivery are minimise errors.
- Generate a variety of documents and where necessary produce reports according to set standards and prescribed guidelines.
- Conduct regular quality assurance in area of accountability, to identify trends to ensure improved consistent delivery, relevance and accuracy.
- Ensure customer satisfaction with regard to the quality of operational support provided.
- Identify and address customer needs by providing a variety of related services, to enhance satisfaction and retention.
- Accountable for own work quality, standards and outputs related to policies, procedures and defined processes.
- Proactively identify problems, apply known solutions and escalate more difficult problems.
- Plan for task execution and adjust priorities against an established plan.
Customer
- Ensure customer satisfaction with regard to the quality of operational support provided by a team under supervision.
- Executes activities to ensure customer service delivery that meets or exceeds customer expectations aligned to Treating the Customer Fairly (TCF) principles.
Finance
- Adhere to specified standards, policies and procedures to prevent potential losses/wastage.
Learning and Growth
- Integrate new knowledge attained through formal and informal learning opportunities and apply in the execution of own role.
- Contribute positively to own area-specific knowledge improvement.
Governance
- Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.
Competencies
Liberty Values
Technical Competencies
- Continuous Process Improvement (Intermediate)
- Quality control (Intermediate)
- Reporting and Interpretation (Intermediate)
- Standard operating procedure compliance (Intermediate)
- Operations Management (Basic)
- Customer Relationship Management (Basic)
Behavioural Competencies
- Analytical Thinking (Intermediate)
- Organisation and Attention to Detail (Basic)
- Interpersonal Effectiveness (Basic)
- Problem Solving and Analysis (Basic)
- Teamwork and Cooperation (Basic)
- Customer service orientation (Basic)
- Communicating with Impact (Basic)
- Customer Orientation (Basic)
Head: Finance
Date: 6 Nov 2024
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
Stanlib’s success is driven by the success of its people. We aim to keep our staff engaged in the right role at the right time. Talent mobility is key to our competitive edge.
Purpose
To develop tactical strategy and delivery plans, formulate associated practice/s and to ensure operational implementation and adaption i.t.o. financial management methodology, governance and delivery objectives.
Minimum Experience
5 – 8 years experience in a similar environment, of which 3 – 4 years at management level
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Finance Economics and Accounting
Additional Minimum Qualifications
Outputs
Key Responsibilities
- Communicate a meaningful tactical context that guides and directs best practice integration and process alignment with service delivery objectives.
- Partner with next level managers and specialists to ensure effective practice management through multiple process design and integration.
- Drive the implementation of tactical strategy to realise business results, in adherence to an operational framework of policies and procedures.
- Manage and ensure the effective preparation of accurate budgets and monitoring of performance against actual outcomes.
- Provide accurate management accounts to relevant stakeholders to inform cost saving and other decision making purposes.
- Develop and align area related operational tactics in order to contribute to efficient cash flow management, ensuring business liquidity.
- Coordinate the sourcing, analyses and interpretation of financial information in order to review the financial performance of the business.
- Carry out continuous reviews of working accounting practices, procedures and processes to ensure efficient and cost effective operations.
- Accountable for strategy implementation through the integration and optimisation of operational activities to practices and systems across an internal value chain.
- Proactively identify interconnected tactical problems, determine the impact, patterns and trends to identify alternatives and best practice solutions, anticipating future challenges.
- Plan for the management of work outputs across various functional activities, integrating interdependent practices, processes or systems and addressing and balancing the demands of different priorities to optimise efficiency.
Finance
- Compile an operational or business area budget aligned with the delivery plans, and ensure the implementation and monitoring of financial controls, management of costs and corporate governance to optimise cost savings and/or profit margins.
Governance
- Implement the governance management model, framework and policy in own practice and/or tactical areas to identify and manage governance and risk exposure liability pro-actively.
Technical Competencies
- Financial and Accounting Control (Advanced)
- Financial Management (Proficient)
- Continuous Process Improvement (Advanced)
- Risk Awareness (Proficient)
- Conflict Resolution (Proficient)
- Financial Accounting (Proficient)
- Financial Planning (Proficient)
- Business Interaction (Proficient)
- Efficiency improvement (Proficient)
- Financial Acumen (Proficient)
- Policy implementation (Proficient)
- Functional Policies and Procedures (Proficient)
- Operations Management (Proficient)
- Budgeting and Expenditure Control (Proficient)
Behavioural Competencies
- People Management and Empowerment (Proficient)
- Interpersonal Effectiveness (Proficient)
- Problem Solving and Analysis (Proficient)
- Strategic Insight and Capability (Proficient)
- Teamwork and Cooperation (Proficient)
- Judgment and decision making (Proficient)
- Communicating with Impact (Proficient)
- Relationship Management and Networking (Proficient)
- Customer Orientation (Proficient)
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Snr Spec: Infrastructure Solution Design
Date: 6 Nov 2024
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.
Purpose
To provide advice and support in area of specialisation and enable the design, creation, development, documentation & testing of solution..
Minimum Qualifications
Bachelor`s Degrees and Advanced Diplomas [NQF Level 07] in Information Technology and Computer Sciences
Additional Minimum Qualifications
Storage Certification,
Unix Certification,
Cloud Certification
Minimum Experience
3 – 5 years experience in a similar environment, of which 1 -2 years at a junior specialist level
Technical Experience
- Storage and Backup Technical knowledge.
- Good understanding of Unix, Storage, Backup and Arching landscape.
- Experience with designing Cloud Solutions.
- Experience with Cloud implementations. Exposure to Information Lifecycle Management.
Technologies:
- Cloud,
- On-premises DCs,
- Storage, Backup,
- HA/DR and Archiving
- SAN, NAS, SMB, Object Storage
Outputs
- Designing Storage and Backup infrastructure solutions for on-premises and cloud.
- Evaluating peers designs for Unix, Storage and Backup requirements.
- Evaluate proposed IT solution design.
- Understand and consider Regulatory and Governance compliance requirements in all designs
Process
- Apply relevant research methodologies, tools and techniques to effectively and purposefully gather information.
- Understand the interdependence and integration of different systems and related processes to apply practically in an area of work.
- Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
- Comprehensively test solution to ensure delivery according to identified requirements and document changes for recording and governance purposes.
- Gather specification and related information in order to inform the architectural design of IT systems.
- Provide constructive and timeous feedback on work progress and problems encountered to relevant stakeholders.
- Research and examine current systems and consult users to obtain information to inform possible improvements.
- Write software and develop documentation and related operating manuals to increase the utility value of systems.
- Develop and deliver technical design solutions according to agreed standards that address business requirements within an agreed timeframe.
- Draw on own technical knowledge and experience and plan activities that identify and develop solutions to improve operational service and quality.
- Accountable for the improvement of quality, service and work outputs, continuously recommending improvements.
- Plan for the organisation of work outputs and process improvement activities in light of a specific situational context related to the area of specialisation.
- Proactively identify area of specialisation related problems, determine cause and effect and recommend the best option to implement corrective action based on previous experience.
Customer
- Provide specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.
Finance
- Adhere to financial controls, governance and compliance policies and processes throughout an area of specialisation, contributing to cost efficiency.
Learning and Growth
- Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.
- Actively pursue and embed individual cross-skilling (T-shaping) and future-skilling (Cloud) using a growth mindset.
- Learn about, implement, participate in and mature Lean Agile Ways of Working, aligned to enterprise adopted frameworks, principles and practices.
Governance
- Comply to risk and governance policies, implement and provide subject matter input to the development of related processes, applicable to the area of specialisation.
Technical Competencies
- Design Patterns (Proficient)
- Design Software (Proficient)
- Research and Information Gathering (Intermediate)
- Knowledge of IT Governance and Business (Proficient)
- IT Knowledge (Proficient)
- IT Development (Proficient)
- Lean Agile Knowledge (Intermediate)
Behavioural Competencies
- Relationship Management and Networking (Intermediate)
- Problem Solving and Analysis (Intermediate)
- Professional/Technical learning (Intermediate)
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
Vaccination Policy & Hybrid Working Model
We are evolving the way we work and will be launching a Hybrid working model, in line with this Liberty has implemented a Mandatory vaccination policy which is applicable to all employees, this is to further strengthen our commitment to the safety of all employees. Right of refusal to be vaccinated against COVID-19, either on constitutional and/or medical grounds, is taken into consideration and will be dealt with through an objection process. More information about our Hybrid working model and Mandatory vaccination policy will be discussed during the recruitment process for this position
Snr Spec: Information Security Officer
Date: 6 Nov 2024
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.
Purpose
To implement a comprehensive Information Technology security program with the Information Technology lines of business to protect their applications and supporting infrastructure from both internal and external threats, manage threats and incidents when these materialise, ensure compliance with regulatory requirements regarding Information Technology security, ensure the appropriate use of assets and educate employees about their Information Technology security responsibilities.
Key Responsibilities
- Develop and maintain relationships with key stakeholders to further embed the partnership that exists between IT Security, IT and the business.
- Research and maintain knowledge of the IT threat landscape, security trends, regulatory requirements, new technologies and best practices in order to provide sensible and pragmatic security advice to stakeholders.
- Develop a security assessment schedule across the respective lines of business / business units. Conduct reviews of applications, systems, underlying infrastructure and related processes as per the schedule.
- Establish, maintain and improve logical access management practices for all users (Generic, User, Service and Privileged) by the application of appropriate manual and/or automated processes – in order to provide assurance that the right people have the right level of access to Liberty’s information.
- Implement and validate all aspects of the access management lifecycle, as prescribed by the appropriate policies and standards.
Additional Key Responsibilities
- Develop an awareness and training plan for the line of business that is fit for purpose, aligned with strategy and considers a range of risk data points e.g. audit findings, risk and control self-assessments, IT Security risk assessments, emerging threats and risks, and incidents.
- Create awareness to the IT Executives and broader IT community on the back of new threat and risk intelligence. Proactively create awareness on recurring risk themes.
- Participate in the development of new and the annual review of existing IT Security Policies, Standards and Guidelines by providing input to enhance the quality and completeness of these documents.
- Communicate the requirements for compliance to the IT Security Policies, Standards and Guidelines to the relevant parties within IT.
Minimum Experience
- 3 – 8 years’ experience in a similar environment, of which 5 – 6 years at Technical Level.
Minimum Qualifications
- Degree in Management practices.
- Compulsory – CISSP (Certified Information Systems Security Professional).
- Mandatory – ISACA CISM (Certified Information Security Manager).
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
Lead Specialist: Corporate Finance
Date: 5 Nov 2024
Location: Johannesburg GAU ZA, GT, ZA
Company: Liberty Group Limited
At Liberty, we employ more than 6 000 people across 7 businesses in 18 African countries. Every day, our employees grow their knowledge by working with diverse groups of people who specialise in a wide range of skills across insurance, asset management, investment and health products. We continually seek to engage, develop, recognise and reward the people who make our business great.
Purpose
To provide subject matter expertise, advice and guidance, based on in-depth industry insight to the Corporate Finance team on strategic projects, mergers, acquisitions and divestitures in order to enable the financial services provider to stay progressive, competitive and succeed in its industry.
Minimum Experience
4 – 7 years demonstrated transaction experience in Corporate Finance or M&A at a large global Corporation or Investment Bank. Experience in executing all aspects of transactions including direct experience in M&A negotiation, execution and integration. The role requires an experienced individual with a thorough understanding of the end-to-end Financial Value Chain
Minimum Qualifications
Bachelor’s Degrees in Business Commerce, Finance and Accounting
Additional Minimum Qualifications
CA (SA) qualification is preferred
CFA will be advantageous
Process
- Coordinate and conduct the research and due diligence process on target companies in order to determine their value as potential acquisition targets and prepare recommendations to the Insurance and Asset Management (IAM) Executives
- Determine the appropriate valuation of a company based on its financial position and growth potential, using a range of methodologies appropriate to the relevant target, drawing upon independent data sources
- Create effective and concise presentations of proposed deals/projects for internal and Investor approvals. Conduct information analysis and reporting of proposed transactions to country level EXCO’s and boards, IAM Exco and the group boards and Investors as required
- Establish and maintain strong relationships with key internal and external stakeholders (including Legal, Tax, Capital Management, Financial Reporting, Compliance and Business Units), including the senior management, regulators, investment bankers, lawyers, and other professional advisors
- Support the identification, proposal and execution of opportunities that will help the organisation grow and succeed through actions such as mergers and acquisitions (M&A), divestitures, and deals that leverage the value of the company’s business platform. Execute on medium complexity transactions in order to mitigate significant financial risks and grow the organisation
- Support the execution of the Corporate Finance strategy in alignment with the organisation’s business goals and strategic objectives of becoming the leading financial services organisation
- Provides support for the development of business cases, operating budgets and financial models for valuation of acquisitions and assess strategic investment initiatives to enable effective decision making
- Provide support in the development of competitive landscapes and ongoing assessment of market changes in order to provide insights to the organisation. Evaluate macro-level trends, track competitor strategies and communicate insights to support organisational strategy
- Implement a robust and comprehensive process to identify and evaluate potential opportunities, which includes a rigorous idea generation and screening process that will bring quality acquisition and investment ideas to IAM
- Provide input and execute less complex strategic transactions, projects and initiatives such as joint ventures, divestitures, licensing and partnership activities to ensure alignment with the risk appetite and strategic aspirations of the organisation
Process
- Evaluate new business opportunities, including the development of commercial business cases for the Head of Corporate Finance, in order to enable IAM Exco and key Client Segments executives to make informed decisions.
- Evaluate potential mergers and acquisitions based on financial projections and industry trends to enable the Head of Corporate Finance to influence strategic decisions across the different Client Segments and at IAM Exco.
- Implement the structuring and negotiation of deals and the detailed terms of transactions to enable efficient and effective execution of the deal.
- Act as a reliable point of contact for information in cross-functional teams in developing acquisition business case analyses and executing and interfacing with Finance, Accounting, Capital Management, Compliance, Legal, Risk, Tax, People and Culture and other Corporate Functions across the organisation to ensure seamless deal execution.
- Perform hypothesis development, due diligence, preparation and presentation of internal documents, and negotiation of commercial terms and associated legal agreements.
- Stay abreast of industry trends and developments and share insights and recommendations with the leadership team and other key stakeholders across the Standard Bank Group.
- Synthesise and distill key findings from complex information to inform the problem-solving process. Identify and apply best practices to issues at hand, being alert to new perspectives and applying frameworks to solve problems
Customer
- Provide authoritative, specialist expertise and advice to internal/external customers, that builds strong relationships and creates a favourable impression aligned to Treating the Customer Fairly (TCF) principles.
Finance
- Implement and monitor financial controls, management of costs and corporate governance throughout the area of specialisation.
Learning and Growth
- Contribute positively to human capability improvement, related to knowledge optimisation and associated with area of specialisation.
Governance
- Develop and/or align governance and compliance policies for own practice and/or tactical area to identify and manage risk exposure liability related to the area of specialisation.
Technical Competencies
- Financial analysis (Advanced)
- Valuations (Advanced)
- Interpreting financial statements (Advanced)
- Financial forecasts based on assumptions (Advanced)
- M&A process and timetable (Seasoned)
- Commercial acumen (Seasoned)
- Statistical and mathematical analysis (Seasoned)
- Risk awareness and identification (Seasoned)
- Regulatory awareness (Basic)
- Research and economic analysis (Seasoned)
- Project management (Basic)
Behavioural Competencies
- Adopting practical approaches
- Developing expertise and is open to taking up learning opportunities
- Analyses and processes information (strives to find solutions to problems)
- Interpreting data rationally by quantifying issues
- Articulating information
- Establishing rapport
- Conveying self-confidence
- Team working
- Checking details and is meticulous in finding errors
- Meeting timescales
- Behaves ethically and maintains confidentiality
- Manages tasks by being organised and methodical
Liberty Group Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998 and the group’s Transformation Strategy, preference will be given to suitable candidates from designated groups whose appointments will contribute towards the achievement of equitable demographic representation of our workforce profile and add to the diversity of the organisation.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
All the best with your applications.
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