Job description
Titan Wealth Introduction
In 2021, Titan Wealth set out to create a top-to-bottom, fully integrated service to make wealth management more efficient – and more effective – for individuals, advisers, businesses and investment professionals alike. We’re tackling the fragmentation holding back the wealth management sector, its clients and their advisers – to everyone’s frustration. By vertically integrating separate wealth service components under one roof for the first time, we’ve created a better way of working for everyone’s benefit.
Our values are:
Creativity – We relentlessly seek new ways of thinking and new methods of delivering, so we can keep rewriting the rulebook for wealth services.
Commitment – It takes time, effort and energy to make an impact. There’s a ‘can do’ spirit in everything we do: for advisers, individuals, businesses and professional investors.
Collaboration – Bringing the system together allows us to bring people together more effectively: around ambitions, assets, solutions, performance. We’re inviting people to join us and see for themselves the difference we can make as a whole.
Our Cape Town team: Your needs determine where you work – whether that be in our Cape Town office, your home or anywhere else in South Africa that suits your life. Cape Town is our ‘Tech Hub’ with the majority of our engineering team based there. We encourage a work life balance with flexibility on location and hours
One shared culture
- Multi-disciplinary teams working together on challenges and masterfully delivering award-winning, cutting-edge
solutions.
- An informal atmosphere where leaders are accessible to problem-solve or provide support – in person or remotely.
- Your personal wellbeing is front and center with a commitment to making you feel comfortable.
Learn more about Titan Wealth
Your role as a Static Data Analyst
- Update the system with all the daily prices and the verification of these prices.
- Verify on a daily basis that all systems have been updated through external price feeds and that the data is correct.
- Check and confirm that portfolio/fund setup updates are accurate and complete.
- Update Static Data – new instruments, historic data, etc.
- Keep procedures/checklist up to date for the various data entry we perform.
- Collect, update, and maintain client static data in our in-house integrated system.
- Setting up and maintaining static data with regards to all asset type
- Manage SLA deadlines.
- Manage own tasks and pricing queue.
- Assist the Risk and Analyst team with queries.
- Ensure the morning pricing process is done promptly.
- Provide general administrative support.
- Stand in as a backup for colleagues
- To carry out any other duties as may reasonably be required.
- Adhere to consumer duty.
Your skills
- Understanding of the setup of securities and the results impacts of setup.
- Good working knowledge of the Financial Securities market including language, instruments, and mechanics.
- 2 -3 years’ experience in a Static position
- Excellent verbal and written communication skills
- High standards of accuracy and attention to detail
- Strong numerical and analytical skills
- A good understanding of MS Office& IT packages (particularly Excel)
Why work for us?
- Flexible working environment with remote work as the focus, we use Workshop 17 at the V&A Waterfront in Cape Town as a co-working location when face-to-face would be beneficial to the team.
- We believe in a healthy work/life balance, especially with the shift to a remote work focus. We encourage our team members to take time off, refocus, and reenergize and that a healthy separation from work can be maintained.
- We have an open, trusting, empowering, friendly and importantly informal and relaxed environment. Your ideas and experience could contribute to shaping how we work, what we work on and help us continually drive innovation and improvement.
- Competitive salary – we keep up with the latest market trends and strive to pay competitively.
- Competitive holiday leave – 20+ days’ annual leave (earn an extra day for every year worked, up to 3 extra days)
- Performance-related discretionary annual bonus.
- Retirement, Risk, and Medical-Aid contribution – we will contribute to a medical aid of your choosing.
- Training budget allowance for further study or attending conferences, including paid days off to study.
The Titan Wealth Group is firmly committed to fostering an inclusive and equitable environment for everyone who works with us, regardless of their race, age, gender, sexual orientation, religion, physical ability or disability, or political affiliation. We believe that having a diverse team allows us to create the best possible outcomes for our clients and team members. We strive to provide equal opportunities in all aspects of the workplace with respect to recruitment and career advancement, pay and benefits, training and development opportunities and other job-related activities
