Job 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.
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.
- 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.
- 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
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
