Data Specialist

at  Momentum Investments

INTRODUCTION

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the 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 Metropolitan provides practical financial solutions for people, communities and businesses. Visit us at www.momentummetropolitan.co.za

REQUIREMENTS

• At least 3 years of experience in the Financial Services industry.
• Familiarity with Momentum Investment products and systems (preferred).
• Knowledge of the investment environment.
• Understanding of the system development life cycle.
• Extensive experience with Microsoft Excel and Word.
• A relevant degree is preferred.
• An analytical qualification is a plus.

ROLE PURPOSE

To successfully execute projects involving client tracing, data investigations, and financial corrections. Emphasizing the identification and resolution of data exceptions, while closely managing and monitoring all ongoing data exception reporting.