PSM Finance Specialist

Welcome to the Latest Job Vacancies Site 2025 and at this time we would like to inform you of the Latest Job Vacancies from the FNZ with the position of PSM Finance Specialist - FNZ which was opened this.

If this job matches your qualifications, please send your application directly through our latest Job site. Indeed, every job is not easy to apply because it must meet several qualifications and requirements that we must meet in accordance with the standard criteria of the Company who are looking for potential candidates to work. Good job information PSM Finance Specialist - FNZ below matches your qualifications. Good Luck: D

About Us FNZ SA provides outsourcing and technology services to the retail investment market, as well as a unique wealth management platform and administration solution to enhance the customer experience. Effective administration of wealth management products requires resources with specialized knowledge and access to leading edge technology. FNZs strategy is to build a sustainable and profitable Business Process Outsourcing and Technology business, capable of providing superior administration services to a global retail investment market, whilst leveraging off a low-cost operating environment and our established platform client base in South Africa. Increasingly, organisations offering wealth management products are outsourcing this key aspect of their business to ensure cost-effective services and guaranteed reliability. FNZ has successfully built administration services for products across the investment universe and across multiple geographic destinations. Our financial administration business has managed to build a capability that continues to add real value to our clients. The Role Senior member of PSM Finance team. Performance of PSM Finance regular and ad-hoc functions Provide backup to team leader Key Accountabilities

• Performance of daily and monthly PSM tasks within required quality and SLA standards (pricing, liquidity, daily business runs, distributions, UMP pricing and daily business, maintenance of Reg28 spreadsheets, unit reservations and post balancing, exception reports, UMP monthly fees, distributions, UMP and outsourced restructures, fund and manco setups and amendments)
• Maintenance of UMP pricing models (unitised model portfolios)
• Management and analysis of instrument mergers, instrument manco changes, bulk switches, and pricing errors.
• Maintenance of Finswitch profile and setups
• Management and analysis of ring-fencing
• Management and analysis of ad-hoc exceptions
• Maintenance of business process documentation
• Provide training within the team
• Drive process and risk management improvements
• Log enhancements and/or project requests. Management of logs.
• Active involvement in testing and management of projects and business changes impacting PSM functions
• Compiling of compliance, UMP reconciliation and other reporting
• Query and e-mail box management
• Liaise with Custodians/ Trustees/ Clients when necessary (Queries, ad-hoc instructions)
• Liaise with admin/IT to ensure that exceptions and queries are resolved timeously.
• Backup for team leader
• DR and Maintenance weekend testing

Skills & Experience

• Strong knowledge of Unit Trust/LISP environment.
• Minimum 2 years in a similar role, or 3 years in a similar environment

Technical / Special Requirements (PC Skills / Product Knowledge / Specific Competencies)

• Knowledge of Microsoft Packages
• Strong Intermediate Excel skills (including macros) non-negotiable
• Knowledge of SWAP systems an advantage

Personality and Attributes

• High degree of accuracy/attention to detail
• High degree of risk awareness
• Deadline driven
• Ability to self-motivate and use initiative
• Highly proactive
• Strong communication and interpersonal skills
• Methodical and analytical - strong problem solving skills
• Ability to work in a stressful environment
• High client centricity
• Strives to innovate to improve processes and systems
• Strives to achieve high standards in quality and delivery of work
• Self-managed
• Professional
• Positive attitude
• Emotional maturity
• Delivery orientated
• Adaptable and versatile to change
• Strong time management skills
• Strong organisational Skills
• Strong team player
• Approachable
• Diplomatic
• Accountable

About FNZ FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. We know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. We created wealths growth platform to help. We provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution. We partner with over 650 financial institutions and 12,000 wealth managers, with US$1.5 trillion in assets under administration (AUA). Together with our customers, we help over 20 million people from all wealth segments to invest in their future.

Information :

• Company : FNZ
• Position : PSM Finance Specialist
• Location : Johannesburg, Gauteng
• Country : ZA

How to Submit an Application:

After reading and knowing the criteria and minimum requirements for qualifications that have been explained from the PSM Finance Specialist job info - FNZ Johannesburg, Gauteng above, thus jobseekers who feel they have not met the requirements including education, age, etc. and really feel interested in the latest job vacancies PSM Finance Specialist job info - FNZ Johannesburg, Gauteng in 2025-03-30 above, should as soon as possible complete and compile a job application file such as a job application letter, CV or curriculum vitae, FC diploma and transcripts and other supplements as described above, in order to register and take part in the admission selection for new employees in the company referred to, sent via the Next Page link below.