Portfolio Analyst

**What will make you successful in this role?**

**CAREER OPPORTUNITY**

**PRINCIPLE ACCOUNTABILITIES INCLUDE**:

- Provide Senior Administrative Support: Offer high-level administrative support to the relevant Head of PDC, ensuring smooth operations within the PDC.
- Governance and Standards Maintenance: Support and maintain the project and programme management governance and standards, ensuring alignment with the Santam IT Project and Programme Management standard.
- Project Delivery and Implementation: Take independent responsibility for delivering small internal projects, such as the implementation of process changes and the deployment of new methods, tools, and documentation.
- General Administration: Perform a variety of general administrative duties, including the preparation of project documentation, reports, meeting coordination, and cost tracking, as well as the custodian of the PDC Filing structure.
- Cost Tracking and Financial Oversight: Assist in the monitoring and tracking of costs related to the SIIC Project Portfolio. Identify variances and provide proactive advice to Project Managers to keep projects on budget.
- Template Updates: Ensure that the latest set of templates and that any changes to the templates, as directed by the Santam Group or requested by business units, are reflected throughout the template deck.
- Stakeholder Management: Build strong relationships with internal stakeholders and project teams. Communicate effectively across various levels of the organization, providing clarity on project processes and administrative requirements.
- Project Administration Support: Provide administrative support related to project activities, such as updating project plans, tracking milestones, and ensuring that project documentation is up to date and compliant with organizational standards.
- Meeting Coordination: Arrange and document meetings with various stakeholders, including vendors and project managers, and ensure timely scheduling of resources, including meeting rooms

**QUALIFICATIONS AND EXPERIENCE**
- Experience: Minimum of 10 years’ experience in a project office management or administrative role. Strong financial acumen with extensive experience in cost tracking and budget management within the project environment.
- Experience in managing the administrative functions of projects from initiation through to completion, including documentation, reporting, and stakeholder management.
- Proven experience working within a Project Management Office (PMO), and the ability to navigate project lifecycles under waterfall methodologies based on PMBOK, Prince2, Agile (Scrum, Scale or SAFe) or similar.
- Previous involvement in financial tracking, cost management, and providing advice on variances to ensure projects remain within budget is essential.

**Education and Certifications**:

- A relevant Diploma or Bachelor’s degree in a related field (such as Business Administration, Finance, or Project Management) or equivalent experience level.
- Project and Agile certifications are advantageous
- P3O Foundation or similar certifications in project management frameworks are advantageous
- Advanced skills in Microsoft Excel, project management tools (e.g., MS Project, JIRA, Confluence), and familiarity with project management systems for cost tracking and reporting.

**COMPETENCIES**
- Strong Financial Acumen: Ability to manage, track, and analyze financial aspects of projects, providing advice and insight to ensure financial health.
- Advanced Communication Skills: Strong verbal and written communication skills with the ability to engage with stakeholders at all levels, including senior leadership and external vendors.
- Detail-Oriented and Organised: Exceptional attention to detail with the ability to manage multiple tasks simultaneously and deliver results under pressure.
- Proactive and Solutions-Oriented: A proactive approach to problem-solving with the ability to take initiative and suggest improvements to project and administrative processes.
- Strong Relationship Management: Ability to establish and maintain relationships with internal teams and stakeholders across multiple business units, driving collaborative success, both on-shore and off-shore, face to face and remote.
- Team-Oriented: Demonstrates a strong ability to work collaboratively within cross-functional teams and lead efforts to enhance PDC processes.
- ABOUT THE COMPANY
- Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia.
- Our success is rooted in our passion for our clients and everything we do is centered on our delivery of Insurance Good and Proper. We’re about people. People drive our business so it follows that we want to recruit the best people possible whether they work for us permanently or for a short time