SENIOR 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 IDC in making better fact-based decisions. Identifying relevant trends through analysis, interpreting and converting them into meani...

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 IDC 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 REQUIRED

• Bachelor's Degree or equivalent 3-year degree/NQF Level 7 (with Statistical and Data Analysis focus)
• Post Grad qualification will be an advantage
• 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 REQUIREMENTS

• Minimum of 8 to 10 years’ experience in Data Analysis and / or Portfolio Management
• Knowledge and experience delivering Business Intelligence reports on time, with accurate data/ information and to the agreed quality levels
• Knowledge and experience in performing analytical assessment of received information, identifying emerging trends and interpreting future potential meaning and impact on CSG IDC.
• Knowledge and experience in writing Business Requirements Documents (BRDs) for specific KPIs or reports and assist IT in converting these into technical requirements documents to automate the building of reports.
• Knowledge and experience of CSG PICSS (or similar) internal processes, systems, and procedures.
• Knowledge and experience in working with appropriate tools, technology, methodologies, and best business practices.

The main duties of this role will include, but will not be limited to: -

• Support the Manager and Head in coaching, leading and managing the Portfolio Insight Function
• Contribute and support the development and Management of the Portfolio Insight Function Strategy and Plan
• Analysis and Insights Generation
  -Provide support and review of data sources, models analysis.
  -Use Business Intelligence solutions to convey, persuade and negotiate with internal and external stakeholders where relevant.
  -Explanation of complex insights, solutions and Business Intelligence (BI) concepts to internal or external teams.
  -Verifying the integrity of data to ensure completeness and accuracy create templates for reporting.
  -Extracting, analysing, organizing processing complex data sets to provide insights that enable better, faster, and more informed decision making within
• CSG across the IDC.
  -Providing insights that influence the IDC’s performance
• Dashboard Building on Technology Platforms
  -Design, build, implement and maintain complex concept dashboards and provide applicable insights [including predictive] proactive notifications when set tolerance levels are breached.
  -Provide support, guidance and influence team members, project teams and contractors in building dashboards and other technological solutions.
  -Develop functional specifications for portfolio management systems that integrate with all relevant systems and meet all business requirements.
  -Solutioning of complex challenges that will include leading and working with a multi-disciplinary project teams.
  -Understanding of the Business Intelligence other applicable legislations.
  -Provide support in the procurement of the relevant an updated Business Intelligence Tools and Platforms.
• CSG Performance Tracking
  -Facilitate the creation of the Key Performance Indicators (KPIs) model and the required input sources measures.
  -Interpret the KPI model outputs and provide reporting on it.
  -Provide relevant training on the KPIs models.
  -Trend and pattern analysis on leading and lagging KPIs.
  -Develop mechanism to monitor critical indicators of Business Partners to identify transfer and other triggers.
• CSG (IDC) Technology Platforms and Automation
  -Review data transformations provide guidance enhancement suggestions on the IDC data environment
  -Compile development specifications and user stories.
  -Perform testing of new developments provide feedback to developers.
  -Represent CSG in Change Management Forums.
  -Power BI Development and usage of Microsoft suite (Power Apps, Forms).
  -Understanding of leading BI platforms and applications other than Microsoft Power BI.
  -Continuously evaluate existing data-collecting and analytics systems, to ensure automation of processes to simplify access to required data and provide recommendations where necessary.

• Collateral Management
  -Have a full understanding of the collateral process provide support to all stakeholders.
  -Attend to audit queries
  -Enhance the control environment provide feedback on the collateral status.
• CSG and IDC Systems Procedures and Control Environment
  -Detailed understanding and influencing of IDC policies, procedures and strategies and its impact on team, department, division and other areas of the IDC business.
  -Review and improve the Systems Procedures (SPs) and Policies to improve the control environment.
  -Present the SPs at relevant Committees and address any queries and findings with internal and external parties.
• Stakeholders Data, Information Gathering and Reporting (including ad hoc)
  -Develop maintain good relationships with key internal external stakeholders and exhibit IDC values.
  -Take the lead in the approach and compiling data to address stakeholder requirements.
  -Document clear and accurate responses in the correct format.
  -Prepare proposals/submissions/slides and make presentations to inform relevant stakeholders of practices and strategies relating to Business Intelligence tools, reports and insights.
  -Persuading internal and external stakeholders on actions/practices that impact of the financial performance of the IDC portfolio and balance sheet.
  -Represent the PICSS, CSG and IDC at the relevant internal/external engagements.
  
  
  

TECHNICAL COMPETENCIES

• MS Office proficiency (Advanced Excel and MS PowerPoint),
• Working in and developing reports in Microsoft Power BI and use of SAP platforms
• Other Microsoft application suites and platforms like Apps, Forms, SharePoint, Azure, Dynamics 365 will be preferred
• Understanding and working with databases and data warehouse environments will be an advantage
• Competent in financial, analytical and presentation skills
• Competent in practical project management skills
• Maturity in interpersonal and verbal and written communication skills
• Understanding of technology systems and how these impact the business performance
• Report Writing and Presentation

BEHAVIOURAL COMPETENCIES

• Planning Organising
• Relationship Building
• Credible, with investigative excellence orientation.
• Flexible, proactive, able to prioritise reliably deliver within timelines