Junior Distribution Support Analyst/ Administrator

Momentum-Investments; Centurion; Hybrid; ZAR 180,000 - 280,000; Full time

Job summary

Momentum Investments in Centurion is seeking a Junior Distribution Support Analyst/Administrator on a temporary basis. You will provide structured operational, analytical and administrative support to the Distribution team, converting requirements into practical outputs and maintaining distribution records and systems.

The role covers adviser support, market information preparation, Morningstar and investment platform tasks, and data management.

Qualifications

• 1–2 years experience in an administrative or sales support role.

Responsibilities

• Coordinate day-to-day distribution support requests and ensure timely completion.

Skills

Organisational skills

Attention to detail

Planning & coordination

Multitasking

Communication

MS Office

Education

Bachelor's degree in Business Admin/Commerce/Finance

Advantage: Financial Planning/Investments/Asset Management

Tools

Microsoft Excel

Microsoft PowerPoint

Morningstar

Job description

Junior Distribution Support Analyst/ Administrator

Job Title Junior Distribution Support Analyst/ Administrator

Position Type Temporary

Role Family Sales

Remote Opportunity Some of the time

Location - Country South Africa

Location - Province Gauteng

Location - Town / City Centurion

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 utilising new platforms Momentum Group provides practical financial solutions for people, communities and businesses

Role Purpose

We are seeking a Junior Distribution Support Analyst/ Administrator to provide structured operational, analytical and administrative support to the Distribution team within Curate Investments. The role is designed to strengthen execution discipline, improve the quality and timeliness of adviser support, and ensure that distribution-facing activities are supported by accurate information, well-maintained systems and reliable follow-through.

The primary purpose of this role is to convert distribution requirements into clear, practical outputs by preparing market and fund information, coordinating adviser support material, maintaining distribution records and systems, tracking activity, quality checking data, and ensuring that requests are completed accurately and within agreed timelines.

By taking ownership of repeatable support activities, this role enables Investment Specialists and distribution stakeholders to focus more time on adviser and client engagement, while improving operational consistency, documentation quality, reporting discipline and service responsiveness across the distribution environment.

The ideal candidate is a highly organised, detail-oriented individual with strong administrative and coordination skills, a proactive approach to supporting business operations, and an interest in investments and financial markets.

Requirements

Experience

• 1-2 years' experience in an administrative or sales support role.
• Experience providing administrative support in a fast-paced environment.
• Experience working with Microsoft Office, particularly Excel and PowerPoint.
• Experience producing reports and managing documentation.
• Experience within Financial Services would be advantageous.
• Exposure to Asset Management or Investments would be beneficial.
• Exposure to Morningstar or similar investment platforms would be advantageous.

Qualifications

• Bachelor's degree in Business Administration, Commerce, Finance, Investments or a related field.
• A qualification in Financial Planning, Investments or Asset Management would be advantageous.

Duties & Responsibilities

Distribution Administration and Operational Coordination

• Coordinate day-to-day distribution support requests and ensure that activities are prioritised, tracked and completed within agreed timelines.
• Prepare, update and quality check distribution documentation, adviser packs, meeting material, presentations and approved marketing collateral before circulation.
• Maintain structured trackers for adviser meetings, follow-up actions, outstanding requests, document updates and distribution deliverables.
• Coordinate meeting logistics, diary requirements, agendas, action notes, travel arrangements and venue requirements where required.
• Manage shared distribution inboxes or request channels by logging, routing, responding to and escalating requests appropriately.
• Ensure distribution documentation is saved, named, version controlled and stored in line with internal governance and record management requirements.

Market Information, Research and Insight Support

• Compile daily, weekly and monthly market information from approved internal and external sources for use by the Distribution team.
• Prepare concise market summaries, fund updates and data extracts that are accurate, relevant, appropriately sourced and distribution-ready.
• Maintain a consistent rhythm for recurring market information packs and ensure information is distributed within agreed timelines.
• Identify data gaps, outdated information or inconsistencies and elevate these for correction before material is shared with stakeholders.
• Support ad hoc research requests by sourcing, organising and presenting relevant market, competitor and fund information in a clear format.

Morningstar & Investment Platform Support

• Generate standard Morningstar reports, fund facts, performance information and analytics required for adviser, client and internal distribution engagements.
• Administer and maintain relevant system outputs by ensuring data inputs, templates and report content are accurate and up to date.
• Provide first-line support for standard Morningstar or investment platform requests and elevate more complex technical queries appropriately.
• Quality check investment data, performance information and supporting documentation before use in client or adviser material.
• Maintain a library of standard reports and frequently asked questions to improve turnaround time and consistency.

Fund & Product Comparison Support

• Prepare fund and product comparison reports that clearly compare Curate funds with relevant competitor or peer funds using approved data sources.
• Maintain comparison templates, assumptions, data fields and supporting information so that outputs remain consistent, accurate and fit for distribution use.
• Summarise key differences across funds, including performance, fees, asset allocation, risk indicators and positioning, where information is available and approved.
• Respond to ad hoc comparison requests from Investment Specialists by clarifying the requirement, sourcing the correct information and delivering a usable output.
• Flag material inconsistencies, missing information or data concerns before comparison outputs are shared externally or used in adviser engagements.

Adviser & Distribution Support

• Prepare adviser presentations, meeting packs, proposal support material and standard reporting packs that are complete, accurate and professionally presented.
• Coordinate requests for approved marketing, investment and adviser support material and ensure stakeholders receive the correct version of required documents.
• Maintain the distribution content library by keeping approved documents, presentations, templates and client-facing material current and easy to access.
• Track adviser support actions after meetings and ensure follow-up items are allocated, monitored and closed out.
• Support adviser and client service responsiveness by ensuring routine requests are handled professionally and escalations are directed to the correct specialist area.

Reporting & Data Management

• Maintain accurate distribution databases, trackers and activity records that provide a reliable view of requests, meetings, outputs and follow-up actions.
• Capture, validate and reconcile information across internal systems to support reporting accuracy and data integrity.
• Produce regular and ad hoc reports on distribution activities, adviser support actions, market information outputs and operational progress.
• Support data cleansing, document control and quality assurance activities by identifying errors, duplications, outdated records and missing information.
• Prepare management information in a clear, structured format that supports visibility of workload, turnaround times, risks and required decisions.

Stakeholder Support

• Build effective working relationships with Investment Specialists and distribution stakeholders by providing dependable, accurate and proactive support.
• Liaise with Marketing, Investment managers, Operations, Compliance and other internal stakeholders to obtain inputs, resolve queries and progress distribution deliverables.
• Clarify stakeholder requirements upfront and confirm expected outputs, timelines and dependencies to reduce rework and improve delivery quality.
• Escalate delays, risks, incomplete information or specialist queries with clear context and proposed next steps.
• Contribute to a service-focused distribution support environment by communicating professionally and following through on commitments.

Governance & Process Support

• Ensure distribution documents, data extracts, reports and adviser support material comply with internal governance, approval and confidentiality requirements.
• Follow established operating procedures and checklists to ensure repeatable, controlled and auditable delivery of distribution support activities.
• Protect confidential client, adviser and business information by applying appropriate discretion, access control and document handling practices.
• Identify opportunities to simplify processes, reduce duplication, improve turnaround times and strengthen the quality of distribution administration.
• Support continuous improvement by documenting recurring issues, suggesting practical enhancements and helping implement agreed process changes.

• Excellent organisational and administrative skills.
• Strong attention to detail and accuracy.
• Strong planning and coordination skills.
• Ability to manage multiple priorities simultaneously.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office, particularly Excel and PowerPoint.
• Ability to analyse and present information clearly.
• Ability to work independently and as part of a team.
• Ability to maintain confidentiality and exercise sound judgement.
• Basic understanding of investment products and financial markets.
• Exposure to Morningstar or similar investment research platforms would be advantageous.
• Excellent organisational and administrative skills.
• Strong attention to detail and accuracy.
• Strong planning and coordination skills.
• Ability to manage multiple priorities simultaneously.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office, particularly Excel and PowerPoint.
• Ability to analyse and present information clearly.
• Ability to work independently and as part of a team.
• Ability to maintain confidentiality and exercise sound judgement.
• Basic understanding of investment products and financial markets.
• Exposure to Morningstar or similar investment research platforms would be advantageous.

Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.