Principal Lead Portfolio Analytics

BigTalent; Cape Town; On-site; ZAR 1,000,000 - 1,800,000; Full time

Job summary

BigTalent in Cape Town seeks a Principal Lead Portfolio Analytics to lead a team of analysts and drive the portfolio reporting and profitability agenda within a strong control framework. The role focuses on optimising profitability models, forecasting methods and cross-functional collaboration with stakeholders.

The ideal candidate has a degree in finance or related field, plus 5 years in financial accounting or credit risk at a senior level, and solid SQL data analysis experience.

Qualifications

• 5 years of Financial Accounting or Credit Risk experience in a senior role.
• Exposure to financial drivers on the income statement and impairment levers.
• Experience with profit modelling and financial services understanding.
• Experience in data cleaning and analysing large datasets using SQL or similar.

Responsibilities

• Lead a team of analysts to define, optimise and execute the portfolio reporting and profitability agenda within a robust control framework.
• Assist in defining, optimising and implementing the Profitability framework.
• Assist in defining, optimising and implementing the Portfolio reporting framework and stakeholder engagement.
• Improve portfolio management and profitability models, forecasting techniques and trend analyses.
• Represent the team in forums and meetings, collaborating with cross-functional stakeholders.

Skills

Portfolio analytics

Financial analysis

Forecasting techniques

Stakeholder management

Education

Finance/Economics/Econometrics/Mathematics/CA(SA) degree

Tools

SQL

Job description

About the job Principal Lead Portfolio Analytics

Lead a team of analysts in ensuring theportfolio reporting/shaping agenda is clearly defined, optimised andeffectively executed within a robust control framework and aligned to relevantpolicy and legislation.

Responsiblities include:

Assist indefining, optimising and implementing the Profitability framework

Assist indefining, optimising and implementing the Portfolio reporting framework andstakeholder engagement

Ensurethe continuous improvement of the portfolio management and profitability modelsand methodologies, trend analysis and forecasting techniques applied to managerisks/opportunities

Act as arepresentative in forums, weekly and/or monthly meetings and enterprise projectinitiatives, collaborating cross-functionally and managing stakeholders acrossthe business and shareholders

As acredible and respected expert within a sub-discipline of Portfolio Managementand Profitability, generate ideas and offer unique perspectives to optimisecomplex 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 incomce 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