PORTFOLIO INSIGHTS ANALYST

SUMMARY:

Proactively and systematically collect and transform data into information, knowledge and insights in professional reports formats (i.e. actionable visual displays, reports, insights predictions) to assist CSG and the organisation in making better fact-based decisions. Identifying relevant trends through analysis, interpreting and converting th...

POSITION INFO:

Proactively and systematically collect and transform data into information, knowledge and insights in professional reports formats (i.e. actionable visual displays, reports, insights predictions) to assist CSG and the organisation in making better fact-based decisions. Identifying relevant trends through analysis, interpreting and converting them into meaningful insights that highlight opportunities and challenges to improve the CSG business model the Corporation’s strategic plans.

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 practices.

• 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 Technology Platforms and Automation
  −Identify the data requirements from SAP and the transformation of data requirements.
  −Power BI, Power Apps Forms Development
  −Understanding of the organisation's 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 Systems Procedures and Control Environment
  −Identify and draft the proposed improvements to the existing SP
• 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

TECHNICAL COMPETENCIES

• MS Office proficiency (Advanced Excel and MS PowerPoint),
• Working in and developing reports in Microsoft Power BI and use of SAP platforms
• Proficiency in other Microsoft application suites and platforms like Power Apps, Forms, SharePoint, Azure, Dynamics 365 will be preferred
• Financial and analytical skills
• Practical project management skills
• Report writing and presentation skills
• Verbal and written communication skills

BEHAVIOURAL COMPETENCIES

• Credible by delivering excellent (quality) work.
• Reliability on delivery to timelines
• Service excellence orientation
• Analytical and Investigative skills
• Interpersonal skills managing relationships