Business Analyst (Analytics)

Cape Town - South Africa

Monthly Salary: Not Disclosed

Posted on: 30+ days ago

Vacancies: 1 Vacancy

Job Summary

Job Description

We are representing a prestigious leader in the investment management industry a firm renowned for its unwavering focus on building long-term wealth for its clients. Their entire philosophy is built on putting client interests first a principle that is deeply embedded in their products fee structures and commitment to excellent client service.

This is an opportunity to join the team that sits at the very heart of the client journey. You will be part of a high-performance fast-paced environment where data-driven decision-making isnt just a goalits the standard. This role offers significant progression opportunities with a clear path for senior analysts to lead high-impact cross-functional projects across the broader business.

The core mission of this role is to transform raw data into strategic business intelligence that directly enhances the client experience. You wont just be running reports; you will be the data competence centre for the entire Retail business using in-depth analysis to solve complex client-service-related business problems. Your work will identify opportunities for both incremental and transformational improvements shaping how the firm interacts with and serves its clients.

Performance Objectives for Year One

Success in this role will be measured by your ability to deliver on these key outcomes:

Develop a Holistic Client Behaviour Model: Within the first 9 months lead the initiative to combine disparate client interaction data from all channel touchpoints (e.g. web call centre adviser platforms) into a single analytical view. The success of this project will be the delivery of a new model that provides a deep holistic understanding of client behaviour.
Overhaul the Business Intelligence Suite: By the end of year one re-engineer the Client Experience teams reporting capabilities by designing building and launching a new set of interactive Power BI dashboards. This initiative will be deemed successful when the business can self-sufficiently access key data reducing ad-hoc data requests and enabling faster decision-making.
Pioneer a Predictive Analytics Capability: Within 12 months scope and deliver the foundational V1 of a predictive analytics model. Using historical data and statistical modelling this project will successfully demonstrate the ability to predict future client service outcomes such as identifying clients who are likely to need support.
Drive a Data Governance Initiative: In partnership with IT spearhead a project to improve the accuracy usability and documentation of all client interaction data. Success will be defined by the establishment of new processes and a documented framework that creates a trusted single source of truth for all CX analytics and reporting.
Identify and Quantify Service Inefficiencies: Conduct a deep-dive analysis into the factors that drive inefficiency in client interactions. Deliver a comprehensive report to leadership within the first 6 months that quantifies the impact of these inefficiencies and recommends data-backed strategies for shifting interactions to more scalable channels.

Profile for Success

Demonstrated experience in a data-centric business analyst or data analyst role where you have successfully translated complex business problems into analytical projects.
A proven track record of using SQL and BI tools like Power BI to build dashboards and generate meaningful reports that drive business decisions.
Experience or strong aptitude for leveraging Python for enhanced analytics or building foundational statistical models would be a significant advantage.
Evidence of having worked on projects that improve data quality processes or governance.
Minimum Requirements:
- A relevant degree in an analytical or quantitative field (e.g. Computer Science Engineering Business Science Statistics Data Science Commerce).
- 1.5 or more years of experience in a relevant data analytics or business analysis field.
- High proficiency in SQL for data extraction and manipulation is non-negotiable.
- Strong proficiency with Microsoft Excel and Power BI.

Required Experience:

Job DescriptionWe are representing a prestigious leader in the investment management industry a firm renowned for its unwavering focus on building long-term wealth for its clients. Their entire philosophy is built on putting client interests first a principle that is deeply embedded in their product...

Job Description

Performance Objectives for Year One

Success in this role will be measured by your ability to deliver on these key outcomes:

Develop a Holistic Client Behaviour Model: Within the first 9 months lead the initiative to combine disparate client interaction data from all channel touchpoints (e.g. web call centre adviser platforms) into a single analytical view. The success of this project will be the delivery of a new model that provides a deep holistic understanding of client behaviour.
Overhaul the Business Intelligence Suite: By the end of year one re-engineer the Client Experience teams reporting capabilities by designing building and launching a new set of interactive Power BI dashboards. This initiative will be deemed successful when the business can self-sufficiently access key data reducing ad-hoc data requests and enabling faster decision-making.
Pioneer a Predictive Analytics Capability: Within 12 months scope and deliver the foundational V1 of a predictive analytics model. Using historical data and statistical modelling this project will successfully demonstrate the ability to predict future client service outcomes such as identifying clients who are likely to need support.
Drive a Data Governance Initiative: In partnership with IT spearhead a project to improve the accuracy usability and documentation of all client interaction data. Success will be defined by the establishment of new processes and a documented framework that creates a trusted single source of truth for all CX analytics and reporting.
Identify and Quantify Service Inefficiencies: Conduct a deep-dive analysis into the factors that drive inefficiency in client interactions. Deliver a comprehensive report to leadership within the first 6 months that quantifies the impact of these inefficiencies and recommends data-backed strategies for shifting interactions to more scalable channels.

Profile for Success

Demonstrated experience in a data-centric business analyst or data analyst role where you have successfully translated complex business problems into analytical projects.
A proven track record of using SQL and BI tools like Power BI to build dashboards and generate meaningful reports that drive business decisions.
Experience or strong aptitude for leveraging Python for enhanced analytics or building foundational statistical models would be a significant advantage.
Evidence of having worked on projects that improve data quality processes or governance.
Minimum Requirements:
- A relevant degree in an analytical or quantitative field (e.g. Computer Science Engineering Business Science Statistics Data Science Commerce).
- 1.5 or more years of experience in a relevant data analytics or business analysis field.
- High proficiency in SQL for data extraction and manipulation is non-negotiable.
- Strong proficiency with Microsoft Excel and Power BI.

Required Experience: