Portfolio Intelligence Analyst

2 weeks ago

Bellville, Western Cape, South Africa Sanlam Full time

Who are we?


Sanlam Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture.

We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology governance and risk orchestrator for technology across Sanlam.


What will you do?

  • We are seeking a highly skilled and motivated individual to join our project operations team as a portfolio intelligence analyst. Overall, a portfolio intelligence analyst plays a critical role in supporting project management activities, driving efficiency, mitigating risks, and ensuring the successful delivery of projects within an organization.
  • In this role you will be responsible for managing and optimizing project support tools, ensuring their effective utilization across projects, and providing technical support to project teams.
  • You should have a strong analytical technical background, excellent problemsolving skills, and a passion for streamlining processes and improving efficiency along with a solid understanding of project management principles and methodologies.
    What will make you successful in this role?
  • Administer and maintain project support tools, such as project management software, collaboration platforms, and reporting tools.
  • Customize and configure project support tools such as PPO, Jira, Power BI to meet the specific needs and requirements of project teams and portfolios.
  • Design and develop BI reports, dashboards, and data visualizations using tools such as Power BI, or similar platforms.
  • Customize Jira workflows, screens, fields, and permissions to meet the needs of various teams and projects.
  • Collaborate with stakeholders to gather requirements and translate business needs into actionable project and portfolio support items.
  • Conduct training sessions and workshops for users to maximize utilization of project support tools, promoting best practices and efficiency.
  • Provide technical support to project teams on the use of project support tools.
  • Create and maintain technical documentation for portfolio support tools and related processes.
  • Identify opportunities to automate tasks, streamline workflows, and enhance data quality.
  • Develop and implement best practices, guidelines, and standards for utilizing project support tools.
  • Collaborate with IT teams to troubleshoot technical issues and ensure seamless integration of project support tools with other systems.
  • Monitor and analyze usage data and metrics to identify opportunities for improvement and optimization.
  • Stay updated with industry trends and advancements in project support tools and recommend new tools or enhancements as needed.
  • Assist in the evaluation, selection, and implementation of new project support tools.


 Qualification
  • Grade 1
  • Bachelor's degree in Information Technology, Computer Science, or a related field.
  • Certifications in Jira administration or BI tools are desirable but not mandatory

Experience

  • As a Project Support Tool Specialist or similar role.
  • Handson experience with BI tools such as Power BI, or similar platforms, including report or dashboard development and data modeling.
  • Experience in customizing and configuring project support tools to meet specific requirements.

Knowledge and Skills

  • Strong technical skills with proficiency in project management software (e.g., PPO, Jira Align, Clarity), collaboration platforms (e.g., Microsoft Teams,), and reporting tools (e.g, Power BI).
  • Excellent troubleshooting and problemsolving abilities.
  • Ability to effectively communicate technical concepts to nontechnical stakeholders.
  • Effective communication skills with the ability to train and support project teams.
  • Familiarity with project management methodologies (e.g. Agile, Waterfall) is a plus.
  • Ability to work independently and collaboratively in a fastpaced environment
    Personal Attributes


 Action orientated
  • Contributing independently
  • Business insight
  • Contributing independently
  • Customer focus
  • Contributing independently
  • Plans and aligns
  • Contributing independently
  • Collaborates
  • Contributing independently

Build a successful career with us

  • We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters
  • Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
    Core Competencies


 Being resilient
  • Contributing through others
  • Collaborates
  • Contributing through others
  • Cultivates innovation
  • Contributing through others
  • Customer focus
  • Cont

  • Investment Analyst

    2 weeks ago

    Bellville, Western Cape, South Africa Your HR Outsourced Full time

    Investment AnalystResponsibilities Research on investment opportunities Multimanager and monitor the investment performance of portfolios Reporting on portfolio performance and recommended changes Develop and manage asset allocation models Develop and maintain portfolio risk management systems Study and overlook the economic environment and is impact Develop...

  • Data Analyst

    2 weeks ago

    Bellville, Western Cape, South Africa Scholtz Partners International (Pty) Ltd Full time

    To bridge business needs and technical solutions in Data Warehousing by understanding requirements. analysing data sources, collaborating with stakeholders, and ensuring effective design development, and maintenance,. Serve as liason between business users and technical teams to align data warehouse solutions with organizational objectives.Requirements:...

  • Senior Property Analyst

    2 weeks ago

    Bellville, Western Cape, South Africa Finovate Full time

    Our client, one of the leading business financiers for viable small and medium enterprises (SMEs) in the world, is looking for a Senior Property Analyst to join their Investment Department based in Bellville.Job Duties and Responsibilities Networking and Marketing by developing relationships with intermediaries and other role players in the property and...

  • Junior Investment Operations Analyst

    2 weeks ago

    Bellville, Western Cape, South Africa The Talent Experts Full time

    Are you a recent graduate ready to enter into investments?_Is this you?You are a recent graduate with an interest in investments. You have a degree that you want to put to use and show the people what you are capable of. You are eager to learn and grow in the industryWhat you'll be doing (and why you'll enjoy it)You will be providing support to the...

  • Senior Property Analyst

    2 weeks ago

    Bellville, Western Cape, South Africa Status Staffing Full time

    Western Cape, Bellville**(Market related)Our client based in Bellville is looking for a Senior Property Analyst with 4 years-experience in property investments to join their team.EMPLOYMENT TYPE :PermanentSECTOR :FinanceBASIC SALARY :Market RelatedSTART DATE :ImmediateREQUIREMENTS: Bcom degree in Accounting, Finance or other business related field. A...

  • Reinsurance Analyst

    2 weeks ago

    Bellville, Western Cape, South Africa Santam Full time

    What will you do?Santam Reinsurance has two Reinsurance Analyst vacancies available. The role reports to one of the Territorial Heads and will be based at the Santam Head Office in Bellville. What will make you successful in this role?The Reinsurance Underwriting Analyst will be responsible for assisting the Reinsurance Underwriter in underwriting and...

  • Data Warehouse Business Analyst

    2 weeks ago

    Bellville, Western Cape, South Africa Scholtz Partners International Pty Ltd Full time

    Job Title: Data Warehouse Business AnalystSalary: R R55 000Address: Bellville, Western CapeDescription: To play a crucial role in bridging the gap between business needs and technical solutions within the realm of data warehousing. This role involves understanding business requirements, analyzing data sources, and collaborating with stakeholders to ensure...

  • Internal Services Broker

    2 weeks ago

    Bellville, Western Cape, South Africa FirstRand Full time

    Job DescriptionTo maintain client relationships, provide control related advice to clients and managing policy changes.- Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate solutions.- Cultivate and manage objective working relationships with a variety of stakeholders, including end-users, and senior...

  • Sbi Jnr Data Analyst

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides strategic...

  • Data Analyst

    2 weeks ago

    Bellville, Western Cape, South Africa Exceed Recruitment and Human Resource Consultants Full time

    Reference:9375 RLConsultant:Rozel Liebenberg Analyse data and provide the Management and Sales Teams with insights to drive sustainable category growth. Work closely with service providers to ensure accurate business enhancing tools and information. Together with the Sales and Marketing Teams, develop category strategies aligned to the business objectives,...

  • Data Analyst

    2 weeks ago

    Bellville, Western Cape, South Africa Exceed Recruitment and Human Resource Consultants Full time

    Reference: CC 7576Consultant: Charné CoetzeeDescriptions:Data AnalysisCombine information from different sources to provide the business with category insightsSales and Category Reviews/Deep divesInternal and External Category reviewsAd hoc analysis and review requests from the company, including commercial argumentsCategory retailer reviews for TOP...

  • Data Analyst

    2 weeks ago

    Bellville, Western Cape, South Africa Exceed Hr Full time

    Reference: CC 7576Consultant: Charné CoetzeeDescriptions: Data Analysis Combine information from different sources to provide the business with category insights Sales and Category Reviews/Deep dives Internal and External Category reviews Ad hoc analysis and review requests from the company, including commercial arguments Category retailer reviews for TOP...

  • Sbi BI Manager

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial...

  • Paraplanner

    2 weeks ago

    Bellville, Western Cape, South Africa PSG Konsult Full time

    Job description:This is an opportunity to join a well-established office and team which is growing rapidly. We require a Paraplanner/Analyst to provide an efficient administrative support function to a Senior Adviser. In this role you will be allocated a portfolio of clients to assist with processing transactions, dealing with clients directly, looking after...

  • BI Data Analyst

    2 weeks ago

    Bellville, Western Cape, South Africa Santam Full time

    CAREER OPPORTUNITYAn exciting career opportunity exists for someone to perform a new and critical role within our Business Intelligence department, reporting to theBCM:Information Management. Guided by the BCM and a prioritised backlog, this role will be responsible for assisting in the impact and data dependency analysis between data sources within the BI...

  • BI Data Analyst

    2 weeks ago

    Bellville, Western Cape, South Africa Santam Full time

    CAREER OPPORTUNITYAn exciting career opportunity exists for someone to perform a new and critical role within our Business Intelligence department, reporting to theBCM:Information Management. Guided by the BCM and a prioritised backlog, this role will be responsible for assisting in the impact and data dependency analysis between data sources within the BI...

  • Reward Analyst Design, Advisory

    2 weeks ago

    Bellville, Western Cape, South Africa Human Capital Full time

    Introduction Through our clientfacing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect...

  • Project Manager

    2 weeks ago

    Bellville, Western Cape, South Africa DataTech Recruitment Full time

    We are looking for a Project Manager on contract in Cape Town with extensive experience in Financial Services with particular focus on Investment / Wealth Management businesses and products. 10+ years' experience in leading business-critical projects, involving large scale migrations and integrations is required.Responsibilities The Project Manager will be...

  • Data & Digital Academy 2025

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?Sanlam Group Technology is responsible for the provision of a digitally enabled technology service as a group COE, drive business and transformation and provide group-wide digital and data architecture. We operate the various technology platforms and shared services, ensure Cyber and Information Security resilience, and act as technology...

  • Snr Delivery Lead

    2 weeks ago

    Bellville, Western Cape, South Africa Sanlam Full time

    Who are we?Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of three clusters - Sanlam Corporate, Sanlam Retail Mass and Sanlam Retail Affluent. The Sanlam Life and Savings Office provides strategic...