Principal Lead Portfolio Analytics

Bigtalent; Cape Town; On-site; ZAR 400 000 - 500 000; Full time

Job summary

A leading financial services provider in Cape Town is seeking a Senior Portfolio Management and Profitability Analyst to lead a team and optimize the Profitability framework. The ideal candidate will have a finance-related degree, at least 5 years of experience in Financial Accounting or Credit Risk, and strong data analysis skills. This role requires exceptional stakeholder management and a deep understanding of financial services.

Qualifications

• 5 years Financial Accounting or Credit Risk experience in a Senior Role.
• Exposure to financial drivers on the income statement and impairment levers.
• Solid commercial understanding of financial services.

Responsibilities

• Assist in defining and implementing the Profitability framework.
• Ensure continuous improvement of portfolio management and profitability models.
• Lead, manage, and develop a team of Portfolio & Profitability analysts.

Skills

Financial Accounting

Credit Risk Analysis

Data Cleaning

Stakeholder Management

SQL

Education

Degree in Finance, Economics, Econometrics, Mathematics, CA(SA) or related field

Job description

Lead a team of analysts in ensuring the portfolio reporting / shaping agenda is clearly defined, optimised and effectively executed within a robust control framework and aligned to relevant policy and legislation.

Responsibilities

• Assist in defining, optimising and implementing the Profitability framework.
• Assist in defining, optimising and implementing the Portfolio reporting framework and stakeholder engagement.
• Ensure the continuous improvement of the portfolio management and profitability models and methodologies, trend analysis and forecasting techniques applied to manager risks / opportunities.
• Act as a representative in forums, weekly and/or monthly meetings and enterprise project initiatives, collaborating cross-functionally and managing stakeholders across the business and shareholders.
• As a credible and respected expert within a sub-discipline of Portfolio Management and Profitability, generate ideas and offer unique perspectives to optimise complex processes, systems and disciplines.
• Lead, manage and develop a team of Portfolio & Profitability analysts.

Requirements

• Degree in Finance, Economics, Econometrics, Mathematics, CA(SA) or related field.
• 5 years Financial Accounting or Credit Risk experience in a Senior Role.
• Exposure to the financial drivers on the income statement and impairment levers.
• Experience in working with profit modelling and a solid commercial understanding of financial services.
• Experience in working in an outsourced environment and effectively implementing solutions both internal and external resources.
• Experience in data cleaning and analysing large sets of data using SQL or similar environment.
• People management.