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Investment Data Analyst

4 weeks ago


Johannesburg, South Africa Nedbank Full time

**Job Classification**
- Job Family- Project, Process and Product
- Career Stream- Process
- Leadership Pipeline- Manage Self: Technical
- FAIS Affected**Job Purpose**Responsibilities**:

- Define and manage business and reporting requirements supporting the business unit
- Help source product, financial planning, remuneration etc data relevant to team and BU activities.
- Support product provider data aggregation, validation and enrichment processes,
- Support creation of client, adviser and distribution 360 views
- Support ingestion of data into adviser processes in Xplan and in client and adviser portals in general
- Analyse all data and produce management insights to enable strategic projects and BAU activities
- Deliver specific regular reports including Investment Governance and House View Forums.
- Support commercial management of the business, specifically focussing on fees and fee opportunities, and adviser remuneration models
- Stakeholder engagement and awareness
- Deliver on stakeholder requirements
- Define and manage business and reporting requirements Perform quant
- Enhance business processes
- Work across cross-functional teams

**People Specification**
- Essential Qualifications - NQF Level- Matric / Grade 12 / National Senior Certificate
- Advanced Diplomas/National 1st Degrees
- Preferred Qualification- B degree that includes Economic, Mathematics, Statistics, Information Systems and/or Finance- Business or Process Analysis related qualification- Essential Certifications- Preferred Certifications- DAMA Certifications- BABOK- Minimum Experience Level- 5 years+ experience in the Wealth Management industry in a related data focused role**Technical / Professional Knowledge**
- Administrative procedures and systems
- Business principles
- Business terms and definitions
- Data analysis
- Governance, Risk and Controls
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Business writing skills
- Cluster Specific Operational Knowledge
- Behavioural Competencies- Communication
- Customer Focus
- Decision Making
- Managing Work
- Quality Orientation
- Technical/Professional Knowledge and Skills
- **_Please contact the Nedbank Recruiting Team at
+27 860 555 566
_