PSG Financial Services

Vacancy | Quantitative Analyst | Constantia, Cape Town PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. Responsibilities: Data Management: Review and document all data collection, storage and usage of data within the investment team. Take ownership of and mManage data within the investment team, improving collection, storage and retrieval. Look for opportunities to upgrade and streamline existing processes or create new enhanced processes. • Systems & Analytics: Liaise with the Business Analyst team on new system implementations, including possible Data Centralisation, Research, Portfolio Construction and Risk Management systems. Take ownership of existing portfolio analysis tools (including iMaps, Bloomberg, Thinkfolio), constantly looking to provide incrementally better portfolio and risk analytics to the fund managers. • Data Analysis: Look for opportunities to leverage off the investment team’s data to help improve the Investment processes, behavioural decision-making, identify new investment ideas, and to improve portfolio construction and risk management. • Visualisation & Reporting: Take ownership of the derivative analysis and reporting processes, and leverage off data to improve the trading process. Look for opportunities to improve visualisation of data and reporting, both for internal and external use. • Interaction with other divisions: Liaise with the Business Analyst team and Sales / Marketing to understand investment team relevant data collected and maintained outside the investment team (analysis of portfolio trades, Statpro reports of attribution / contribution etc) and ensure this data is available in the appropriate format as and when required. Minimum requirements: • Relevant degree like Statistics, Mathematics, Engineering, Information Systems • Interest in leveraging off systems, data and quantitative skills to add value to asset management clients through improved risk-adjusted returns. • Experience within asset management industry (could be in investment team or in IT / business development). Competencies required: • Problem solving skills • Dealing with complexity • Planning / organising and coordinating skills • Interpersonal skills. • Communication skills (verbal and written) • Influencing others • Critical Thinking • Business acumen • Collaboration • Initiating Action / self-starter • Solutions driven • Strong analytical skills • Strong numeracy skills How to apply Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies http://bit.ly/3bD2iAk by no later than 30 September 2024. If you are not contacted within 4 weeks of your application, please accept that your application was not successful.

Vacancy | Reconciliation Specialist | Constantia, Western Cape PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. Responsibilities: • Responsible for the full financial function of client administration for the local and offshore client administration team • Daily preparation/review of bank reconciliations • Daily review of FNZ bank reconciliations • Daily preparation of EMX reconciliations • Instruct reversal of unpaid transactions and ensure corrective action is taken • Preparation of Creations reconciliations • Preparation of Finswitch reconciliations  • Review of key controls within the client administration control environment • Monthly preparation of commission and rebate reconciliations  • Liaising and working closely with operations to ensure that all reporting requirements are met Minimum requirements: • University degree • 3 years’ relevant, related work experience within the CIS environment in the financial services industry  • Proficient in both spoken and written English and at least one other of the official South African languages • Computer literacy (Intermediate MS Excel) Competencies required: • Communication Skills • Ability to recognise, communicate and assist in solving problems  • Leadership skills • Good decision-making skills • Financial policy and systems knowledge • Quality and detail orientated How to apply Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies http://bit.ly/3bD2iAk by no later than 31 August 2024. If you are not contacted within 4 weeks of your application, please accept that your application was not successful.

Vacancy | Administrative Assistant | Bethlehem, Free State PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. Responsibilities: • Handling administration related to risk portfolios • Handling administration related to medical aid and life insurance • Handling switches • Compliance management  • Monthly review schedules  • Life companies to facilitate quotes  • Interact, manage and provide effective client service  • Implement new business  • Prepare client files  • Process client queries and instructions  • Maintain the CRM system Minimum requirements: • Matric Certificate • RE 5 (Advantageous)  • NQF 5 Certificate in Wealth Management (Advantageous)  Experience • 2 - 3 years experience with risk and medical aid services • Computer literate (MS Outlook, Excel, Word, CRMs) Candidates interested must apply on the PSG Careers website https://www.psg.co.za OR browse vacancies https://lnkd.in/dg4JJTc9 by no later than 16 August 2024.