Distribution Analyst
1 day ago
PSG is a leading financial services company, seeking a Distribution Analyst with strong reporting and executive assistance experience, reporting to the Heads of: Distribution Wealth, Insure & Employee Benefits.
**Responsibilities**:
- Reporting, including data collection, analysis, interpretation and presentation of data
- Managing processes with Regional Managers (RMs) and their Regional Administrators (RAs)
- Key enabler of the ideal office strategy and provision of management information
- Assume the Lead on Wealth and Insure Board Packs, DMM and Top 50 reporting
- Driving process enhancements and efficiencies
- Liaison with support divisions
- Training, vesting and oversight of new RAs with focus on data analysis for practice development
- Project management
**Minimum requirements**:
- Relevant degree such as BCom (Finance)
- 3-5 years working experience in the financial services industry in a similar position
- MS Office (Advanced Excel, PowerPoint) and MIS software e.g. QlikView
- Proficient in both spoken and written English
**Competencies required**:
- Analytical ability
- Ability to work independently
- Problem solving skills
- Resilient
- Time Management
**How to Apply**:
Ability to commute/relocate:
- Bellville, Western Cape: Reliably commute or planning to relocate before starting work (preferred)
Application Question(s):
- Do you have experience in MIS software e.g. QlikView? (Please Specify)
- Do you have experience with board report, presentation, and collating data into a presentation format?
- Do you have experience working with many financial planners in the financial services industry?
**Experience**:
- analytical financial services industry: 3 years (required)
- reporting, data collection, interpretation & analysis: 3 years (required)
- project management: 3 years (required)
License/Certification:
- Bcom Degree in Finance or similar (required)
Work Location: In person
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