Job Details

The Unit Linked team is responsible for the daily pricing of Utmost Unit Linked funds across a range of business books.

The candidate must act as an integral part of the team to ensure that the performance and quality parameters are met. A key responsibility within this role is that attention to detail and accurate valuations, emphasis is placed on provision of service excellence and value to our clients, and to ensure work is right first time.

Key Responsibilities

Manage and support all strategic and regulatory projects:

• Delivery of key strategic projects for Investment Operations.
• Execute the determined project approach and act as a source of best practice for project delivery.
• Prepare realistic plans and track activities against the project schedule.
• Act as a point of contact for project delivery issues and progress to resolution with key project stakeholders.
• Ability to focus on the desired results, setting realistic goals and meeting or exceeding them.
• Work closely with Management to identify business priorities and to deliver change to meet those priorities.
• Build and maintain close relationships with key customers in the business.

Project Analysis:

• Investigate/analyse Investment Operations requirements and problems, seeking effective solutions.
• Assist Management in reviewing / challenging pipeline projects and provide estimates for business case consideration.
• Provide key knowledge on project delivery as and when required.
• Provide insight into capacity management and project allocations and actively manage same.

Project Delivery:

• Ability to ensure that one’s own and others’ work and information are complete and accurate through peer review of documentation.
• Follow up with others to ensure that agreements and commitments have been fulfilled.
• Evidence of careful and complete review of own and others’ work.
• Attend all Project meetings and deliver on Investment Operations action points.
• Timely and accurate feedback to all relevant parties.
• Roll out updated processes across Investment Operations.
• Ability to start and persist with specific courses of action, exhibiting high motivation and a sense of urgency.
• Manage workload around deadlines set to ensure delivery.
• Alert Management to any SME resourcing shortfalls across Investment Operations that could potentially affect project delivery.

Other:

• To ensure that own behaviours are aligned to the Utmost values.

Key Requirements

Critical Competencies

• Role holder must be curious and ambitious to improve the customer experience.
• Role holder must have a proven track record of delivering and maintaining best practice in Investment Operations processes and service delivery.
• Role holder must be a strong team player while also being able to work on own initiative.
• Role holder must possess strong analytical skills.

Distinguishing Features

• Role holder must be curious and ambitious to improve the customer experience.
• Role holder must have a proven track record of delivering and maintaining best practice in Investment Operations processes and service delivery.
• Role holder must be a strong team player while also being able to work on own initiative.
• Role holder must possess strong analytical skills.

Required/Desirable Qualifications and Experience

• At least 3 years experience within the insurance sector.
• Demonstrated experience in project delivery.