Investment Data Analyst
Core
Manage, maintain, and enhance the Investment Repository (IR) to support accurate, timely, and controlled investment reporting for regulatory, financial, and management purposes across OMLACSA and OML Group entities.
Role type
Investment Data Analyst
Builds
Structured datasets for regulatory submissions (IFRS, SARB), asset reporting extracts, and analytical reviews of investment asset movements.
Domain
Financial Services / Investment Reporting
Deliverable
dashboards & analysis
Required skills
Data extraction, transformation, and integration; Data cleansing and validation; Reconciliation of investment assets; Regulatory reporting compliance; Financial instrument analysis; Large dataset handling; Troubleshooting and problem-solving (via careerplan.io/jobs/JR-84250-investment-data-analyst-at-oldmutual)
Preferred skills
Knowledge of SAM and SARB regulatory requirements; Experience with Oracle/HFM/Infostore/Kaizen Reporting; Understanding of UK Takeover Panel regulations
Technologies
Oracle, HFM, Infostore, Kaizen Reporting, Excel, InfoStore database
Responsibilities
Support asset reporting extracts and reconciliations for IFRS and SARB reporting; Prepare quarterly and annual regulatory submissions; Analyze and reconcile investment asset data from external providers; Perform root cause analysis of data quality issues; Maintain documented processes and governance frameworks for the Investment Repository; Administer the InfoStore database.
Seniority
Mid-level, hands-on IC