Analyst Investments

Sibisi And Associates Ltd; Pretoria; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A legal financial services firm in Pretoria is seeking a highly motivated System Administrator to manage its Aderant system. The ideal candidate will have a minimum of 4 years' experience in supporting financial systems and be proficient in Microsoft SQL and Power BI. Responsibilities include user support, system management, and ensuring compliance with internal procedures. This role requires a detail-oriented individual capable of working under pressure while maintaining solid organizational and communication skills.

Qualifications

• Minimum of 4 years experience supporting and customizing financial systems.
• Competency in accounting principles and financial analysis.
• Strong attention to detail and ability to manage multiple activities.

Responsibilities

• Management of the financial management system Aderant.
• Provide end-user support on Aderant system.
• Maintain user security, access and administration for Aderant.

Skills

Proficiency with Microsoft Office

Understanding of Aderant

Strong organisational skills

Analytical mindset with problem-solving skills

Education

Matric

Degree in Business Administration

Tools

Microsoft SQL

Power BI

SSRS

Job description

Posted today

System Administrator – Aderant

This position requires a highly competent, highly motivated, and driven individual who is able to work well on their own and within the team, with limited supervision, and who actively seeks ways of adding value to the business in their role as System Administrator. The successful candidate will be responsible for management and end-user support of the firm's legal financial system, Aderant.

Minimum Requirements

Qualifications and Experience

• Matric
• Minimum of 4 years\' experience supporting and customizing financial systems or relevant experience with practice management systems
• Degree in Business Administration will be advantageous
• Microsoft SQL, SSRS, and scripting language qualifications will serve as an advantage.

Knowledge and Skills

• Proficiency with Microsoft Office, including Excel, project management tools, and data visualization tools (e.g., Power BI). Familiarity with SQL and report writing tools is preferred.
• Understanding of and experience with Aderant is preferred
• Strong expertise in financial systems. Competency in accounting principles, financial analysis, and common accounting terminology.
• Able to quickly grasp business requirements and expectations
• Strong organisational skills and the ability to manage multiple activities under time constraints
• Ability to work independently as well as within a team
• Willingness to work after hours to meet deadlines and requirements as required
• A keen attention to detail
• An analytical mindset with strong problem-solving and logical decision-making skills
• Adopting a hands-on approach in managing the deliverables of various stakeholders and following up to ensure completion of allocated tasks and projects
• Proactivity, with demonstrated troubleshooting, issue resolution, and follow-through skills to manage multiple and diverse projects simultaneously, in a fast-paced environment
• Experience working in a fast-paced law firm environment with diverse needs
• Good written and verbal communication skills
• Strong interpersonal skills, and the ability to effectively communicate with both business and technical teams.

Duties and Responsibilities

• Management of the financial management system, Aderant.
• Managing the Aderant service provider in accordance with the Service Level Agreement (SLA).
• Provide end-user support on Aderant system and escalate to Aderant service provider, if necessary, in accordance with internal requirements.
• Maintain and develop standard operating procedures for Aderant users. Document processes and policies related to the system and work with the Training department on training materials and revising and updating where new features or gaps are identified.
• Monitor and manage integration with other systems (e.g., Inprotech, Power BI, Sage, iManage) in collaboration with the IT Department.
• Ensure scheduled jobs complete successfully and troubleshoot as needed.
• Perform daily reviews of systems interfaces and investigation/resolution of any issues.
• Maintain Aderant user security, access and administration.
• Maintain and develop reports using Aderant\'s reporting tools. Provide data for special requests.
• Learn the structure and data of the Aderant system, assess the impact and report to Operations Management on any proposed Aderant system upgrades or new product offerings, and manage the implementation thereof. Oversee, design, track, and safely introduce modifications/upgrades to the systems, in accordance with the internal PMO framework
• Update, modify, test, and/or repair existing Aderant system and propose innovative solutions to problems.
• Learn the finance business processes which Aderant facilitates.
• Manage, contribute and monitor projects to improve and expand reporting capability including data cubes and BI dashboards.
• Apply accounting and auditing principles and techniques to ensure that data integrity, internal controls, and audit trails are maintained throughout Aderant.
• Maintain working knowledge of system associations and data logic flow.
• As required initiate, obtain approval and manage projects that may arise regarding Aderant and its accompanying systems, as per the PMO framework
• Monthly reporting on Aderant (e.g. support calls, problems identified, fixes etc) as determined.
• Lead and manage projects and the system development life cycle; review, clarify, and/or test deliverables prepared in conjunction with the IT Dept and/or Finance dept before providing the final product to stakeholders.
• Obtaining and maintaining new technical and analytical skills as required.
• Assisting with supporting additional IT systems such as the
  firm\'s document management system (iManage) when capacity permits.

Investment Analyst

Posted today

Introduction

Through our client-facing brands and our other specialist brands, Momentum 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 organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilise new platforms Momentum Group provides practical financial solutions for people, communities and businesses.

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Play a key role in supporting the investment decision-making process through market and economic research, quantitative and qualitative analysis, as well as interpretation of asset classes, investment vehicles and financial instruments. The analyst will also contribute to client portfolio analysis in portfolio construction and monitoring, helping to ensure alignment with investment objectives, risk parameters, and market conditions.

Requirements

• 3-6 years investment / research analysis experience.
• Experience with Portfolio Management systems will be an advantage, including MSCI Barra Portfolio Manager and Performance Analys
• Stakeholder management, analytical and influencing skills.

Duties & Responsibilities

• Provide investment research and analysis to support the investment process
• Keep abreast of the external environment in which the segment operates in.
• Complete competitor analysis to assess the strengths and weaknesses of current and potential competitors.
• Analyse investment portfolios and financial instruments based on the outcomes and requirements of the mandate and business requirements.
• Provide research, analysis, and insight to recommend approaches on the construction and management of portfolios.
• Using ongoing research, make recommendations regarding the appropriate improvements on solutions to ensure market dynamics are considered and effectively applied.
• Create awareness of the Outcomes based Investments (OBI) philosophy across the Momentum Group to foster greater understanding and buy-in to the philosophy.
• Ensure that the portfolio management and risk management processes are applied.
• Foster effective working relationships and collaborate within the CoE segments and external stakeholders in order to identify opportunities for investments.
• Monitor measure, attribute, and report on the performance of solutions to ensure the product is managed relative to the outcome defined.
• Participate and contribute to manager research initiatives and projects, with a view to improve portfolio delivery and risk management.
• Assist with the analysis and explanation of performance variances.
• Ensure asset allocation views are implemented and aligned according to the OBI view.
• Build broad base financial models to support business decision making and determine potential financial consequences of investment decisions.
• Identify and develop independent research techniques to enhance research output.
• Assist portfolio managers in the production of performance presentations and client feedback sessions.
• Assist and support the broader team KPIs and operational objectives.
• Adopt client centricity within area of responsibility (Client Services): Engage with key internal and external stakeholders to identify changing client needs and make recommendations to align service offering with client needs. Manage a client service excellence culture which builds enduring relationships and allows team to provide exceptional client services. Deliver on agreed deliverables made with clients and stakeholders in order to ensure that client expectations are managed. Build and maintain relationships with clients and internal stakeholders.
• Self-management and teamwork (People): Positively influence and participate in change initiatives. Continuously develop own expertise in terms of professional, industry and legislation knowledge. Contribute to continuous innovation through the development, sharing and implementation of new ideas. Take ownership for driving career development and willingness to pursue investment and/or industry related qualifications.
• Contribute to financial controls and planning (Finance): Identify opportunities to enhance cost effectiveness and increase operational efficiency. Provide input into the risk identification processes and communicate recommendations in the appropriate forum
• Strategic thinking
• Client/ Stakeholder Commitment
• Impact and Influence

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Posted today

Job Description

This position requires a highly competent, highly motivated, and driven individual who is able to work well on their own and within the team, with limited supervision, and who actively seeks ways of adding value to the business in their role as System Administrator. The successful candidate will be responsible for management and end-user support of the firm\'s legal financial system, Aderant.

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