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PORTFOLIO INSIGHTS ANALYST [GAUTENG]   DETAILS

JOB NAME

Portfolio Insights Analyst [Gauteng]


POSTED BY: Industrial Development Corporation
REF:IDC 2058
Date Published:Tuesday, February 25, 2025
Date of Expiration:Sunday, August 24, 2025
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LOCATION OF THIS JOB
 South Africa |  GAUTENG in South Africa
INDUSTRY
DEVELOPMENT FINANCE INSTITUTIONS
JOB TYPE
Full-Time
MAIN JOB DESCRIPTION
Job Number IDC00501
Contract Type Permanent
Posting End Date 2 Mar 2025
Region Gauteng
IDC Job Grade P-Band

JOB DESCRIPTION
1. Proactively and systematically collect and transform data into information, knowledge and insights in professional reports formats (i.e. actionable visual displays, reports, insights & predictions) to assist CSG and IDC in making better fact-based decisions.
2. Identifying relevant trends through analysis, interpreting and converting them into meaningful insights that highlight opportunities and challenges to improve the CSG business model & the Corporation’s strategic plans.

ROLES AND RESPONSIBILITIES
1. Start to take on a leadership role by contributing to the Portfolio Insights Function, taking the lead in tasks and representing the Department.
2. Contribute & support the development of the Portfolio Insight Function Strategy and Plan
3. Analysis and Insights Generation
1) Identify data sources to perform analyses
2) Compile data models to perform analyses
3) Verifying the integrity of data to ensure completeness and accuracy
4. Dashboard Building on Technology Platforms
1) Non- complex concept design, building and maintain dashboard and provide applicable insights
2) Develop and implement dashboards, analysis [including predictive], standard reports proactive notifications when set tolerance levels are breached
3) Work with the IT teams to understand existing internal tools and data warehouses and to identify data quality and reliability improvements and to establish best practices.
5. CSG Performance Tracking
1) Identify challenges in input reports and how to address the issues.
2) Update and enhance input report to enable improved reporting
6. CSG (IDC) Technology Platforms and Automation
1) Identify the data requirements from SAP and the transformation of data requirements.
2) Power BI, Power Apps & Forms Development
3) Understanding of the IDC data environment
4) Assist in the development of the automation tools required, provide feedback and make edits
7. Collateral Management
Have a full understanding of the collateral process and be able to provide support on all enquiries to internal stakeholders
8. Prepare draft reports based on analysis performed for various committees
9. Present non-complex presentation/ reports
10. CSG and IDC Systems & Procedures and Control Environment
Identify and draft the proposed improvements to the existing S&P
11. Stakeholders Data, Information Gathering and Reporting (including ad hoc)
1) Compile and review data for shareholder (DTIC) or broader government and other external stakeholders.
2) Develop the approach of compiling unstructured data.
3) Assist in compiling and review data from surveys and other unstructured data sources

REQUIREMENTS FOR THIS JOB
QUALIFICATION AND EXPERIENCE
QUALIFICATIONS
1. Bachelor's Degree or equivalent 3-year degree/NQF Level 7 (with Statistical and Data Analysis focus)
2. Portfolio Management and / or Accounting and / or IT & Technology development to drive business applications
3. Formal Microsoft and / or similar related certifications will be an advantage.

KNOWLEDGE AND EXPERIENCE
1. Minimum of 5-8 years’ experience in data analysis or portfolio management
2. Knowledge and experience in Business Intelligence reporting, working with databases and data warehouse environments, with accurate data and information
3. Knowledge and experience in performing analytical assessments
4. Knowledge and experience of CSG & PICSS (or similar) internal processes, systems, and procedures
5. Demonstratable experience in working with appropriate tools, technology, methodologies, and best business practices.

TECHNICAL COMPETENCIES
1. MS Office proficiency (Advanced Excel and MS PowerPoint),
2. Working in and developing reports in Microsoft Power BI and use of SAP platforms
3. Proficiency in other Microsoft application suites and platforms like Power Apps, Forms, SharePoint, Azure, Dynamics 365 will be preferred
4. Financial and analytical skills
5. Practical project management skills
6. Report writing and presentation skills
7. Verbal and written communication skills

BEHAVIOURAL COMPETENCIES
1. Credible by delivering excellent (quality) work.
2. Reliability on delivery to timelines
3. Service & excellence orientation
4. Analytical and Investigative skills
5. Interpersonal skills & managing relationships


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