Portfolio Insights Analyst at IDC

QUALIFICATIONS

• Bachelor's Degree or equivalent 3-year degree/NQF Level 7 (with Statistical and Data Analysis focus)
• Portfolio Management and / or Accounting and / or IT & Technology development to drive business applications
• Formal Microsoft and / or similar related certifications will be an advantage.

KNOWLEDGE AND EXPERIENCE

• Minimum of 5-8 years’ experience in data analysis or portfolio management
• Knowledge and experience in Business Intelligence reporting, working with databases and data warehouse environments, with accurate data and information
• Knowledge and experience in performing analytical assessments
• Knowledge and experience of CSG & PICSS (or similar) internal processes, systems, and procedures
• Demonstratable experience in working with appropriate tools, technology, methodologies, and best business practice

Roles and Responsibilities

• Start to take on a leadership role by contributing to the Portfolio Insights Function, taking the lead in tasks and representing the Department.
• Contribute & support the development of the Portfolio Insight Function Strategy and Plan

Analysis and Insights Generation

• Identify data sources to perform analyses
• Compile data models to perform analyses
• Verifying the integrity of data to ensure completeness and accuracy

Dashboard Building on Technology Platforms

• Non- complex concept design, building and maintain dashboard and provide applicable insights
• Develop and implement dashboards, analysis [including predictive], standard reports proactive notifications when set tolerance levels are breached
• Work with the IT teams to understand existing internal tools and data warehouses and to identify data quality and reliability improvements and to establish best practices.

CSG Performance Tracking

• Identify challenges in input reports and how to address the issues.
• Update and enhance input report to enable improved reporting

CSG (IDC) Technology Platforms and AutomationIdentify the data requirements from SAP and the transformation of data requirements.

• Power BI, Power Apps & Forms Development
• Understanding of the IDC data environment
• Assist in the development of the automation tools required, provide feedback and make edits

Collateral Management

• Have a full understanding of the collateral process and be able to provide support on all enquiries to internal stakeholders
• Prepare draft reports based on analysis performed for various committees
• Present non-complex presentation/ reports

CSG and IDC Systems & Procedures and Control Environment

• Identify and draft the proposed improvements to the existing S&P

Stakeholders Data, Information Gathering and Reporting (including ad hoc)

• Compile and review data for shareholder (DTIC) or broader government and other external stakeholders.
• Develop the approach of compiling unstructured data.
• Assist in compiling and review data from surveys and other unstructured data sources