Data Analyst

About

Description

Sanlam Private Wealth crafts customised investment portfolios for high net worth private clients, charitable institutions, trusts and corporate entities. With assets under management and administration of more than R240 billion, we offer a comprehensive and integrated suite of wealth management solutions. These include equity, retirement and offshore investment portfolios, fiduciary and tax services, an equity-backed finance offering, a global stockbroking service and derivatives trading. At Sanlam Private Wealth, our clients are at the core of everything we do. For this reason, we employ people with passion – individuals who thrive in an entrepreneurial, high-energy environment. Sanlam Private Wealth is part of the Sanlam Investment Group – the largest, most diversified investment firm in South Africa, with a growing footprint on the African continent and in India.

Responsibilities

• Collect, clean, and preprocess raw data from various sources
• Ensure data accuracy, completeness, and integrity
• Identify trends, patterns, and insights to support business objectives
• Conduct exploratory data analysis and investigations to discover hidden patterns
• Creating and updating process documentation for new and existing processes
• Design and mapping of new processes
• Identify opportunities for process improvement, contribute to data
• governance initiatives and ensure compliance with data policies
• Establish and maintain data quality standards
• Contribute to data governance initiatives and ensure compliance with data policies
• Requirements gathering for new or existing projects

Qualifications

• Tertiary qualification in Business, Finance or Economics
• 3-5 years experience in financial services industry
• Extensive financial services / stockbroking experience required, especially of the private client business environment
• Deep understanding of international financial markets and market data in terms of instruments, pricing and corporate actions
• Knowledge of KYC and AML legislation and regulations applicable to onboarding new clients

Application instructions:

• Apply Now !