Data Operations & Analytics Specialist

Sanlam; Cape Town; On-site; ZAR 420,000 - 640,000; Full time

Job summary

Sanlam Private Wealth is seeking a data-focused professional to support data analysis, maintenance of client and instrument data, and reconciliation activities within its investment back-office operations. This role emphasizes accurate data handling, regulatory awareness (KYC/AML), and the ability to derive insights for informed decision-making.

The ideal candidate has a tertiary qualification in Business/Finance/Economics and 3–5 years of experience in the investments industry, particularly in

Qualifications

• Experience in investments back office or investment administration environments.
• Knowledge of KYC and AML regulations applicable to onboarding new clients.
• Strong numerical orientation and attention to detail.

Responsibilities

• Collect, cleanse, validate, and transform data from multiple sources to support reporting.
• Assess data accuracy, completeness, consistency, and integrity; investigate anomalies.
• Perform exploratory data analysis to identify trends and actionable insights.
• Analyse data to inform business decisions, strategic objectives, and operational improvements.
• Maintain client records and reflect updates in systems accurately.
• Monitor and process corporate actions and instrument data; ensure pricing accuracy.

Skills

Data analysis

Back-office operations

Financial markets knowledge

Education

Tertiary qualification in Business/Finance/Economics

Job description

Sanlam Private Wealth is seeking a data-focused professional to support data analysis, maintenance of client and instrument data, and reconciliation activities within its investment back-office operations. This role emphasizes accurate data handling, regulatory awareness (KYC/AML), and the ability to derive insights for informed decision-making.

The ideal candidate has a tertiary qualification in Business/Finance/Economics and 3–5 years of experience in the investments industry, particularly in