Data Analyst

SUMMARY:
PBT Group has an opportunity for a Data Analyst to source, research and create graphs and reports for the Research team, respond to client requests and ensure all information provided is accurate and current.

POSITION INFO:

PBT Group has an opportunity for a Data Analyst to source, research and create graphs and reports for the Research team, respond to client requests and ensure all information provided is accurate and current.

DUTIES:

Accurate, timely research:

• Based on internal and external stakeholder requirements, source relevant local and international data
• Know when data becomes available and create a schedule to access it
• Build and expand a network of global contacts who can provide specific information
• Build, maintain and update a database of raw information

Translation of raw data into accurate graphs and reports:

• Check with internal and external stakeholders to ensure their need has been properly communicated and understood
• Based on stakeholders’ specific requirements, manipulate data accordingly, providing data, graph(s) and/or reports per client request
• Maintain a library of templates for the graphs needed on a daily, weekly, monthly, quarterly and/or annual basis
• Update, adapt or generate new graphs as required, using the same format and colours for the different templates
• In migrating graphs from Excel to PowerPoint, create the graph, creating layers of superimposed information as required
• Ensure all information provided to clients is compatible with latest software
• Liaise with stakeholders to ensure information provided meets their needs
• Check internal stakeholders’ diaries to be able to plan ahead to provide graphs and other relevant information for their meetings

Accurate, timely research administration:

• Load finalised GM research onto Standard and Poor’s client intranet
• Send updated information through to specific publications (e.g. Financial Mail) in line with agreed deadlines
• Load clients onto Global Markets database to receive reports
• Provide administrative support to the Research team as required

Stakeholder relationship management:

• Build and maintain professional working relationships with all stakeholders, displaying excellent abilities to initiate dialogue, listen, advise, influence and negotiate to achieve win-win outcomes
• Initiate meetings with key stakeholders to track progress, manage expectations and ensure stakeholders’ requirements are delivered
• Preserves relationships despite airing conflicting views and seeks mutual gains when addressing conflicts
• Anticipates consequences and adapts problem solving based on continual feedback
• Act speedily to resolve problems, queries and complaints
• Adapt communication styles to meet the needs of different audiences

Self-management:

• Demonstrates pride in the organisation’s brand, services and products by consistently delivering on the brands promise
• Plan and manage own workflow, anticipating obstacles, juggling priorities and following through on objectives within agreed time-frames and according to quality standards
• Stay relevant and up-to-date with legislations and new development
• Maintain a positive attitude and respond openly to feedback
• Handle stress in ways that do not negatively impact others
• Take ownership of personal career development, leveraging formal and informal opportunities
• Act in an ethical, transparent and morally defensible manner, including highlighting unethical practices

Teamwork:

• Continually share, debate and communicate learning’s
• Flag and debate issues constructively
• Contribute to a friendly, co-operative climate in working with others to achieve collective goals
• Be sensitive to others’ feelings, needs, values, views and attitudes and be courteous and diplomatic when dealing with difficulties and problems others may be experiencing (EQ)

EXPERIENCE:

• 5+ yrs. exp in the BI Analyst Role
• Needs to be able to read and write SQL. Troubleshoot as well.
• Very good written and verbal communication skills
• Team player, driven to succeed and transparent
• Be able to maintain the environment and provide support where required
• 3+ years’ research experience in a financial service and/or Treasury environment with exposure to specific products and asset classes
• Flexible and comfortable with change
• High learning agility
• Sound self-management and organisational skills

• Apply business analysis best-practices, consistent with the BABOK principles and standards.
• Support continuous improvement by identifying and solving opportunities.
• Experience with Business Intelligence tools such as Microsoft Business Intelligence, Business Objects etc.
• Experience with Data Visualization tools such as Microsoft PowerBI.
• Excellent communication, interpersonal and problem solving skills, including the ability to translate business requirements effectively.
• Perform root cause analysis with stakeholders, conduct interviews or workshops to further evaluate and identify solutions to meet business requirements.
• Assist with production issues within a given timeframe.
• Coordinate and participate in the test effort to ensure that the delivered solution meets agreed business requirements and functional/process specifications.
• Ensure all the business requirements and relevant documents are well documented.
• Assist the Lead by investigating, estimating and calculating costs and timelines for enhancements and projects.

TECHNICAL PRE-REQUISITE

• Basic economics knowledge
• General knowledge of current affairs
• Understanding of economic research engines (Reuters, Bloombergs, I-net Bridge)
• Knowledge of the Microsoft Office suite (particularly Word, Publisher, Excel and Powerpoint)
• Basic macroeconomic knowledge
• Basic knowledge of relevant products
• Basic knowledge of relevant asset classes
• Basic knowledge of company and sector specifics
• Internal systems, processes, policies, procedures and workflows
• Work templates, models and methodologies, including reporting templates

COMPETENCIES:

Analysis and Attention to Detail

• Able to apply specific analytical concepts and techniques within agreed structures
• Produces quality by ensuring accuracy and integrity of information
• Applies systematic thinking to diagnose root causes
• Evaluates existing practices for accuracy and compliance
• Can provide guidance and coaching on analysis to others

Problem Solving

• Accumulates the right information to solve problems
• Uses decision-tree logic to diagnose root causes
• Reflects on what is occurring to identify potential problems and obstacles
• Uses judgement and discretion to interpret issues based on learnt theory
• Solves problems with an awareness of the bigger picture; can see beyond immediate issues to anticipate consequences

Excellence Orientation

• Uses discretion and informed judgement to diagnose what enables or disables quality performance (own and/or team)
• Monitors own and other’s work to identify and correct errors
• Pays attention to consistency of own and other’s work
• Motivates team members to take accountability for quality
• Guides others to improve the quality of their work

Drive for Results

• Consistently meets deadlines without compromising quality
• Able to implement solutions and deal with stumbling blocks; stays positive
• Sets and meets challenging goals (self and team)
• Focuses on what is important; does not get distracted
• Takes immediate action when confronted with a problem

Building Relationships

• Builds relationships based on warmth and understanding of stakeholders’ needs and requirements
• Displays patience and tact in dealing with difficult people and situations
• Displays sound analysis and logic in probing, analysing and resolving interpersonal issues
• Follows through on promises
• Uses influence to build and maintain good working relationships

Customer Service Orientation

• Displays a sound understanding of customers'''' operational needs and requirements
• Displays sound analysis and logic in probing, analysing and resolving customers'''' needs
• Follows through on promises to clients
• Uses influence to encourage others to provide excellent customer service as a team
• Consistently models appropriate customer behaviour

Verbal and Written Communication

• Able to communicate complex specialist knowledge and concepts clearly
• Delivers messages in ways that gain support and agreement
• Can communicate sensitive messages tactfully
• Knows which communication medium is most appropriate for the message
• Communicates with the recipient''''s perspective in mind

Research Competence

• Gathers information from multiple credible sources
• Shows awareness of metrics associated with the credibility of sources
• Identifies information that is relevant to a specific question or problem
• Networks with key individuals and bodies to gather up-to-date information, sometimes before results are published
• Regularly revises his/her understanding of key research findings and trends

Environmental Scanning

• Continually accesses documentation, reports, research and other sources of information that are relevant to own discipline
• Reads widely to gather information from diverse sources
• Analyses data and information relevant to own industry, organisation or discipline to gain insight into current and future trends
• Understands the impact that current trends may have on the organisation, discipline or industry
• Understands how different categories of information fit together

Planning and Organising

• Plans and communicates other’s roles and responsibilities clearly
• Consistent and systematic in assigning and measuring work
• Uses discretion to resolve problems within agreed mandate
• Gives consistent feedback to others
• Makes contingency plans for possible changing priorities

QUALIFICATIONS/ CERTIFICATION:

• Relevant degree / diploma

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