Job Description
The Operations Oversight and Control Analyst is responsible for supporting the operational integrity of the Personal Share Portfolio (PSP) platform within Momentum Wealth. The role focuses on ensuring accurate trade processing, reconciliation of cash and holdings, oversight of external providers, and maintaining high levels of data integrity across the investment platform.
This role requires a strong understanding of investment administration, stockbroking processes, and platform operations to ensure efficient processing, accurate reporting, and adherence to regulatory and operational controls. The successful candidate will work closely with internal stakeholders, PSP providers, custodians, and service teams to ensure the smooth functioning of PSP administration processes.
Job Industry
Job Salary Currency
SARJob Salary Fixed
NoKey Deliverables
The Operations Oversight and Control Analyst is responsible for supporting the operational integrity of the Personal Share Portfolio (PSP) platform within Momentum Wealth. The role focuses on ensuring accurate trade processing, reconciliation of cash and holdings, oversight of external providers, and maintaining high levels of data integrity across the investment platform.
This role requires a strong understanding of investment administration, stockbroking processes, and platform operations to ensure efficient processing, accurate reporting, and adherence to regulatory and operational controls. The successful candidate will work closely with internal stakeholders, PSP providers, custodians, and service teams to ensure the smooth functioning of PSP administration processes.
The successful candidate will demonstrate:
- Strong ownership and accountability for operational accuracy.
- A control-focused mindset with high attention to detail.
- The ability to work effectively under pressure and meet deadlines.
- Curiosity and initiative to investigate operational issues and drive solutions.
- A commitment to continuous improvement and operational excellence.
Professional Qualifications
| Industry | Qualification |
|---|---|
| Monitoring, Evaluation, Accountability, and Learning | Relevant degree in Finance, Investment Management, Financial Markets, Accounting, or a related field. 4 – 7 years’ experience in investment operations, wealth platform administration, stockbroking operations, or investment administration. Experience working with share portfolio administration, trade processing, or reconciliation environments. Good understanding of equities, cash management, corporate actions, and the trade lifecycle. Experience working with investment platforms, broker systems, or fund administration systems. Experience performing reconciliations between internal systems and external providers would be advantageous. Post-graduate qualification or progress toward a professional investment or financial qualification would be advantageous. |