Revenue Analyst

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.

Disclaimer
As an applicant, please verify the legitimacy of this job advert on our company career page.

• Responsible for reporting, forecasting, and analysing margin and revenue across the Momentum Investments portfolio of businesses and planning units.
• Support profitability for the division and each subsidiary while providing insights for strategic decision-making.
• Oversee governance processes related to investment fees.
• Develop the information systems, relationships, and processes required for the function to operate efficiently and effectively.

• Bachelor's Degree with Honours in Economics, Accounting, Finance or Maths or equivalent.
• 5 years' experience in the financial services industry (experience in asset management is preferred).
• Knowledge of accounting principles and practices.
• Tax (VAT) knowledge.
• Knowledge of regulations (FSB / FIAS).
• Knowledge of asset or multi management or collective investment principles.
• Knowledge of financial markets.
• Excel, Word, Access (knowledge of JDE would be an advantage).
• Qlikview, SQL and/or Power
  
  BI knowledge would be an advantage.

• Responsible for creating revenue forecasts in support of both the annual budget process as well as to identify key trends and risks to support long-term business decision making.
• Provide insight into the various drivers of the firm’s revenue including assets under management, market impact, and new clients flows and sales activity.
• Provide insight into progress on strategic objectives associated with revenue and AUM.
• Perform sensitivity and scenario analysis assessing the impact of various potential market conditions on firm revenue.
• Perform discounted cash flow and valuation analysis on special projects and initiatives.
• Provide insight into the price competitiveness of the firm’s product ranges within the market.
• Provide financial impact analysis for key projects and initiatives both within Finance and the broader Momentum Investments.
• Identify opportunities and threats to the future financial performance of the firm as a result of industry trends and market conditions.

• Review all client and asset manager fee arrangements to ensure fairness, profitability, transparency, regulatory compliance and operational feasibility.
• Consult with the distribution and investment teams when new fee arrangements are being negotiated.
• Responsible for ensuring sufficient financial controls and audit trails are in place for all revenue calculation processes.
• Review and publish client TIC/TER reports in compliance with ASISA standards.
• Stay current on relevant FSCA regulations and ASISA guidelines as they pertain the charging and disclosure of investment fees.
• Review all legal agreements to ensure compliance with fee policies and principles.
• Ensure effective financial management, control and corporate governance.
• Take accountability for the management of business-related risks.

• Manage the monthly fee reporting cycle applicable to clients and finance areas.
• Ensure that all revenue is completely and accurately reported.
• Follow up and resolve any revenue queries, issues or outstanding items.
  
  Monitor and enhance existing revenue processes.
• Conduct problem analysis (people, system and process).
• Analyze the quality of management information.
• Conduct needs identification.
  
  Implement enhancements including the development of financial models and systems.