Data Specialist

2 weeks ago

Bellville, Western Cape, South Africa Sanlam Full time
Who we are?
Sanlam Investments Group is one of South Africa's largest investment management companies.

We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.


We take particular pride in:

  • Sanlam's longevity and innovation
  • People, teamwork and values
  • A culture of diversity and commitment to growing our own timber
  • Our robust, tested and proven pragmatic investment process and philosophy


Our local and offshore investment products cover the full investment spectrum: active and passive; single and multi-manager - both locally and internationally.

Our active funds range are managed according to our pragmatic value investing style. What will you do?
Sanlam Investments Cluster

Sanlam Investments consists of some of South Africa's Leading investment and wealth management businesses and is based in Cape Town, with a presence in Sub-Saharan Africa, the United Kingdom, Europe and India.

Sanlam Investments

The second largest manager in South Africa as measured by assets under management, SIM manages assets for individual, Institutional, retail and corporate clients and offers investments strategies in vehicles ranging from collective investments to institutional portfolios.

SIM is grouped into six boutiques that share a common research platform. What will make you successful in this role?
Key responsibilities
Review static data
Monitor automated internal and external data loads into warehouse and resolve any issues.
Enhance the data with relevant information required for internal and external client reporting.
Run data audits and clear any data issues.
Extract and provide data files for client reporting systems.
Extract and provide ad hoc reports for internal and external clients.
Resolve internal and external client queries with regard to data issues.

Works with management to develop database strategies to support company needs and consult with and advise users on access to various database.

Continuously review and enhance data related processes.

Ongoing system developments:

  • Analyse business requirements.
  • Write specifications.
  • Test development and
  • Signoff development
Limited operational tasks.
Minimum requirements
Qualifications / Experience
A relevant tertiary financial qualification.
2 or more years' experience in a similar role in asset management.
Financial instrument data experience.
HIPORT & NX Manager knowledge would be an advantage.

Behavioural Competencies
Service delivery - Maintains a high standard of service with both internal and externa clients.
Communication - Maintains a high quality of written and verbal communication across platforms.
Teamwork and collaboration - Supports colleagues as well as business in collaboration efforts to achieve results.
Ownership and initiative - Takes ownership in area of responsibility.
Adaptability and flexibility - Willing to accept changing priorities and work patterns when required.
Dependability and a strong work ethic.
Enthusiasm - Display drive and energy.
High attention to detail is critical.
Ability to review processes from high level to identify gaps/ risks.
Efficient process driven.
Problem solving and innovation.
Relationship management and networking with stakeholders.
Demonstrate of living the company's values
- unquestionable commitment, working for our clients and each other, client focused service excellence and innovative leadership.

Technical Competencies
Analytical/ problem solving skills.
Previous data administration experience.
Understand system data flow processes.
SQL knowledge or exposure is preferable.
Ability to write macros within Excel would be an advantage. Qualification and Experience Degree or Diploma with 10 to 12 years related experience Knowledge and Skills Portfolio management query handling with clients Script handling and compliance monitoring Business and Data Analysis Business Requirements MIS reporting Personal Attributes Business insight - Contributing independently Interpersonal savvy - Contributing independently Optimises work processes - Contributing independently Plans and aligns - 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 four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

Core Competencies Being resilient - Contributing independently Collaborates - Contributing independently Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Turnaround ti

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