Insights Analyst

Momentum; Pretoria; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A leading company in the financial services sector is looking for a Data Insights Specialist. The role focuses on generating business insights through extensive data analysis, supporting collaborative initiatives, and delivering actionable reports to enhance stakeholder engagement. Candidates should have solid experience in report development using Excel, Power BI, and SQL, along with a clear understanding of financial services dynamics.

Qualifications

• 3-4 years experience in designing and insights is essential.
• Experience in financial services is a plus.
• A diploma or degree is advantageous.

Responsibilities

• Design and present insights reports using various methodologies.
• Support business teams by providing actionable findings from analysis.
• Integrate data from multiple sources for strategic decision-making.

Skills

Data interpretation

Financial analysis

Stakeholder engagement

Report development

Education

Diploma or degree

Tools

Excel

PowerPoint

SQL

PowerBI

Job description

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them, and invest for the future. We help companies and organisations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilising new platforms, Momentum Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at www.momentummetropolitan.co.za

Disclaimer: As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

Generation of insights regarding business challenges and outcomes through independent or collaborative collection, analysis, interpretation, and integration of various data.

Requirements

• 3-4 years experience in designing and insights is essential
• Experience in financial services (desirable)
• Experience with Excel, PowerPoint, SQL is essential
• Experience with PowerBI development and insights is essential
• A diploma or degree will be an advantage

Duties & Responsibilities

• Design, execute, and present insights reporting based on various methodologies, including traditional (qualitative and quantitative) and new methodologies.
• Support the business team to provide actionable and key findings by conducting analysis using various data sources.
• Create reports and presentation deliverables to internal and external stakeholders to ensure insights meet business requirements.
• Collect and analyze quantitative data from various data sources.
• Conduct qualitative focus groups and interviews with stakeholders to understand business requirements prior to design.
• Integrate data from multiple sources to create a narrative that drives action based on insights.
• Develop an understanding of the business to ensure the effective delivery of insights aligned with strategic objectives.
• Support the process of creating and enhancing value for internal and external stakeholders by understanding client needs and behavior.

Client Service

• Build and maintain relationships with internal and external stakeholders.
• Deliver on service level agreements made with stakeholders to ensure expectations are managed.
• Make recommendations to improve stakeholders' experience.

People

• Participate and contribute to a culture that builds rewarding relationships, facilitates feedback, and provides exceptional client service.
• Develop and maintain productive and collaborative relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in insights and report development.
• Contribute to continuous innovation through new ideas.
• Take ownership of career development.

Finance

• Identify solutions to enhance cost-effectiveness and operational efficiency.
• Manage financial and other resources responsibly.
• Provide input into risk identification processes and communicate recommendations.

Competencies

• Examining information
• Providing insights
• Challenging ideas
• Documenting facts
• Interpreting data