Overview
PPS Cape Town, Western Cape, South Africa
PPS Investments is part of the PPS Group, which for over eight decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share in the profits of the Group, through the unique PPS Profit-Share Account. PPS Investments exists to create and grow the wealth of graduate professionals and their families to live the lives they want in a world worth living in. We offer diversified and flexible investment solutions that are mutually beneficial to our clients in the long run because we believe that success is better shared.
Purpose Of The Job
The product specialist role will entail supporting the product development team with developing new products or propositions and ensuring that our linked investment platform products solutions remain competitive and compliant. A successful candidate will be responsible for developing innovative product solution ideas, conducting thorough research and analysis to assess feasibility, preparing detailed business cases for approval, and actively championing the implementation of approved products and product content. Each stage—from ideation and analysis to business case development and execution—will require strong initiative and a commitment to delivering impactful results.
Responsibilities
- Develop integrated product solutions or changes to existing strategies in conjunction with the investment team and business development teams.
- Ensure the unique mutuality value proposition is enhanced for the linked investment services platform.
- Assist with ensuring product offering remains in line with regulatory requirements through development or amendment of features.
- Conduct research and review local and international products, track and analyze trends on linked investment services platforms to identify gaps and opportunities.
- Engage with stakeholders to understand strategic requirements from a product perspective.
- Data analysis to identify trends and inform holistic solutions and personalization opportunities.
- Conduct annual and ad-hoc calculations on PPS Members using the linked investment platform to determine qualifying assets for annual profit allocations.
- Draft and present business case proposals for approvals.
- Act as a key product knowledge expert to support project teams in implementing new products and strategies.
- Sign-off on product-related content and support to the business on product items.
Qualifications & Experience
At least 5 years in the Investment Industry, ideally in a linked investment platform or product development role.Track record in developing or implementing new investment product ideas in the retail market.Strong understanding of financial services with insights into investment needs of individuals.Solid understanding of investment industry tax and regulatory framework.Analytical skills and proficiency with large data sets using Excel and Power BI.Education
Bachelor’s degree with a focus on Investments / Economics and demonstrated academic excellence.Strong analytical degree with or pursuing a postgraduate investments qualification (e.g., CFP).Competencies & Attributes
Analytical and problem-solving mindset.Investigative nature to unpack complex problems.Proactive, self-starter, and able to multi-task.Highly organized and efficient; able to work collaboratively.Systems Knowledge
Proficient in MS Excel and Power BI.Key Success Measures
Apply retail investment knowledge and research ability to develop and enhance investment solutions for graduate professionals and their families. Collaborate with multiple business areas on analysis and research. Ability to draft research papers or proposals for submission to senior management and executives.
Duties and Responsibilities
Develop integrated product solutions or changes to existing strategies with investment and business development teams.Enhance the mutuality value proposition for the linked investment services platform.Ensure product offering remains compliant with regulatory requirements through feature changes.Research and review local and international products, track trends on linked investment services platforms, identify gaps and opportunities.Engage with stakeholders to understand strategic requirements from a product perspective.Analyze data to identify trends and inform personalized solutions.Perform annual and ad-hoc PPS Member asset calculations for profit allocations.Draft and present business case proposals for relevant Committees.Provide product knowledge expertise to support project teams in implementing new products and strategies.Sign-off on product-related content and support to the business on product items.#J-18808-Ljbffr