40 Client Analyst jobs in South Africa
Client Analyst: CB&SI
Posted today
Job Viewed
Job Description
The Land and Agricultural Development Bank of South Africa (Land Bank) is South Africa's only specialist agricultural bank established in 1912, the bank's sole objective is to serve South African commercial and emerging farmers and bring specially designed financial services within their reach. These services enable farmers to finance land, equipment, improve assets and obtain production credit. The Land Bank provides financial services that have moved with the times and continues to provide services to agri-business and constantly reviews its offerings to ensure that they match the needs of an industry. As change has swept across the sector in South Africa the socio-economic makeup of agriculture has altered, bringing new entrants from historically disadvantaged backgrounds on to the land, these new farmers, facing the challenges of establishing sustainable agri-businesses across the agricultural value chain, Land Bank has been a commercial lifeline offering appropriately designed financial products that facilitate personal and commercial viability in a sector that is vital to the sustainability of South Africa and its people.
MAIN PURPOSE OF THE JOB
- Provide analytical support to the CB&SI Relationship Manager in packaging of the credit submission document for Credit Committees.
- Working on a team-basis with members of the team in the CB&SI Office including cross-frunctional team members from Credit, AES/AEA and Legal, i.e. attend client and internal meetings, including Exectuive Credit Committee ("ECC'), with CB&SI Relationship Manager to gain background and perspective on especially information being collated for and subject to updating for Loan Originantion and Sap Banking and Collateral Management
- Provide administrative and loans origination system support to the CB&SI Relationship Manager for capturing of raw data in credit,-, AES-, ESS and financial spreading tools , doing credit checks such is ITC, Windeed, and drafting and getting sign-off on AML reports with Risk department, etc.
- Ensure quality and integrity of loan origination system database (Acceleris), i.e. ensure that all data captured are accurate and comparable in order for CB&SI Relationship Manager to focus on analysis and interpretation without reviewing data to data source documents.
- Provide pre-disbursement SAP Banking and SAP Collateral Management support for CB&SI (Release.approval by Head) by, i.e. creation of SAP Banking Business Partners, loan contracts and SAP loan conditons management, SAP Collateral Management collateral instruments and collateral valuations capturing, loading of documents to Electronic Documents Records Management System ("EDRMS").
1. Loan Origination IT and Support
- Provide analytical support to the CB&SI Relationship Manager in packaging of the credit submission document for Credit Committees.
- Working on a team-basis with members of the team in the CB&SI Office including cross-frunctional team members from Credit, AES/AEA and Legal, i.e. attend client and internal meetings, including Exectuive Credit Committee ("ECC'), with CB&SI Relationship Manager to gain background and perspective on especially information being collated for and subject to updating for Loan Originantion and Sap Banking and Collateral Management
- Provide administrative and loans origination system support to the CB&SI Relationship Manager for capturing of raw data in credit,-, AES-, ESS and financial spreading tools , doing credit checks such is ITC, Windeed, and drafting and getting sign-off on AML reports with Risk department, etc.
2. Maintain core SAP Banking Systems and Records Management
- Provide pre-disbursement SAP Banking and SAP Collateral Management support for CB&SI (Release/approval by Head) by, i.e. creation of SAP Banking Business Partners, loan contracts and SAP loan conditons management, SAP Collateral Management collateral instruments and collateral valuations capturing, loading of documents to Electronic Documents Records Management System ("EDRMS").
3. Transactional Banking
- Distribute instalment payment notice, follow up on payments (collections) and escalate any risks or challenges to CB&SI Client Relationship Manager and CB&SI Specialist Client Service Fulfilment and if not resolved to Risk Department for e.g. soft restructures.
- Provide transactional banking support to CB&SI Relationship Manager, i.e. process requests for VAT invoices for fees, disbursements, deposits, journal entries, do account reconciliations and corrections and adjustments, calculate settlement quotes,etc.
4. Stakeholder Relationship Management
- Provides support to CB&SI Specialist Client Service Fulfilment in role as Risk Champion for CB&SI.
- Provide support to CB&SI Specialist Client Service Fullfilment in coordinating and monitoring of CB&SI Compliance Management, including support for sourcing of external valuations for SAP Collateral Management System and Equity Investments Portfolio
- Liase directly with client for disbursements, deposits, adjustments and collections.
5. Compliance and Risk Management
- Ensure that standing data and contract details captured on SAP Banking are in line with credit approvals and signed contracts
- Ensure that collatersl instruments and instruments and valuations captured on SAP Collateral Management System is in line with signed and registered security agreements and valuation reports
- Ensure that valuations are updated in the form and frequency prescrined by the Credit Policy
- Verify that all conditions for first disbursements are met.
- NQF Level 5 or a Relevant 3 year qualification: BTech in Accounting or Risk Management, Undergraduate Degree in Accounting / Commerce / Risk Management / Investment Management.
- Post qualification experience which will typically include the following: 3-5 or more years
- Experience as a Business Analyst, or relevant post investment monitoring experience in a commercial or corporate banking environment
- Experience in a Financial Services Lending environment- Relationship management experience in a customer facing environment - within an agricultural environment as an advantage.
- Microsoft Office
- Knowledge / Experience of CRM and Risk tools – including the application of client onboarding, complaints and collection and monitoring systems
- Enterprise Risk Management Principles
- SAP Core Banking Systems
- Financial and Accounting Principles
- Customer Service Principles
- Accounting Principles
- Written and Verbal Communication Skills
- Extended hours as and when required
- Valid driver's license
- Travel as and when required
Client Analyst: CB&SI (Head Office)
Posted 5 days ago
Job Viewed
Job Description
Working on a team-basis with members of the team in the CB&SI Office including cross-frunctional team members from Credit, AES/AEA and Legal, i.e. attend client and internal meetings, including Exectuive Credit Committee ("ECC), with CB&SI Relationship Manager to gain background and perspective on especially information being collated for and subject to updating for Loan Originantion and Sap Banking and Collateral Management
Provide administrative and loans origination system support to the CB&SI Relationship Manager for capturing of raw data in credit,-, AES-, ESS and financial spreading tools , doing credit checks such is ITC, Windeed, and drafting and getting sign-off on AML reports with Risk department, etc.
Ensure quality and integrity of loan origination system database (Acceleris), i.e. ensure that all data captured are accurate and comparable in order for CB&SI Relationship Manager to focus on analysis and interpretation without reviewing data to data source documents.
Provide pre-disbursement SAP Banking and SAP Collateral Management support for CB&SI (Release.approval by Head) by, i.e. creation of SAP Banking Business Partners, loan contracts and SAP loan conditons management, SAP Collateral Management collateral instruments and collateral valuations capturing, loading of documents to Electronic Documents Records Management System ("EDRMS").
Key Performance Areas
- 1. Loan Origination IT and Support
- Provide analytical support to the CB&SI Relationship Manager in packaging of the credit submission document for Credit Committees.
- Working on a team-basis with members of the team in the CB&SI Office including cross-frunctional team members from Credit, AES/AEA and Legal, i.e. attend client and internal meetings, including Exectuive Credit Committee ("ECC ), with CB&SI Relationship Manager to gain background and perspective on especially information being collated for and subject to updating for Loan Originantion and Sap Banking and Collateral Management
- Provide administrative and loans origination system support to the CB&SI Relationship
Manager for capturing of raw data in credit,-, AES-, ESS and financial spreading tools , doing credit checks such is ITC, Windeed, and drafting and getting sign-off on AML reports with Risk department, etc.
Maintain core SAP Banking Systems and Records Management
- Provide pre-disbursement SAP Banking and SAP Collateral Management support for CB&SI (Release/approval by Head) by, i.e. creation of SAP Banking Business Partners, loan contracts and SAP loan conditons management, SAP Collateral Management collateral instruments and collateral valuations capturing, loading of documents to Electronic Documents Records Management System ("EDRMS ").
3. Transactional Banking
- Distribute instalment payment notice, follow up on payments (collections) and escalate any risks or challenges to CB&SI Client Relationship Manager and CB&SI Specialist Client Service Fulfilment and if not resolved to Risk Department for e.g. soft restructures.
- Provide transactional banking support to CB&SI Relationship Manager, i.e. process requests for VAT invoices for fees, disbursements, deposits, journal entries, do account reconciliations and corrections and adjustments, calculate settlement quotes,etc.
4. Stakeholder Relationship Management
- Provides support to CB&SI Specialist Client Service Fulfilment in role as Risk Champion for CB&SI.
- Provide support to CB&SI Specialist Client Service Fullfilment in coordinating and monitoring of CB&SI Compliance Management, including support for sourcing of external valuations for SAP Collateral Management System and Equity Investments Portfolio
- Liase directly with client for disbursements, deposits, adjustments and collections.
5. Compliance and Risk Management
- Ensure that standing data and contract details captured on SAP Banking are in line with credit approvals and signed contracts
- Ensure that collatersl instruments and instruments and valuations captured on SAP Collateral Management System is in line with signed and registered security agreements and valuation reports
- Ensure that valuations are updated in the form and frequency prescrined by the Credit Policy
- Verify that all conditions for first disbursements are met.
Preferred Minimum Education and Experience
- NQF Level 5 or a Relevant 3 year qualification: BTech in Accounting or Risk Management, Undergraduate Degree in Accounting / Commerce / Risk Management / Investment Management.
- Post qualification experience which will typically include the following: 3-5 or more years
- Experience as a Business Analyst, or relevant post investment monitoring experience in a commercial or corporate banking environment
- Experience in a Financial Services Lending environment
- Relationship management experience in a customer facing environment - within an agricultural environment as an advantage.
Critical Competencies
- Microsoft Office,
- Knowledge / Experience of CRM and Risk tools including the application of client onboarding, complaints and collection and monitoring systems,
- Enterprise Risk Management Principles,
- SAP Core Banking Systems,
- Financial and Accounting Principles,
- Customer Service Principles,
- Accounting Principles,
- Written and Verbal Communication Skills,
- Additional Requirements,
- Extended hours as and when required,
- Valid drivers license,
- Travel as and when required
Client Banking Analyst
Posted today
Job Viewed
Job Description
The Land and Agricultural Development Bank of South Africa (Land Bank) is South Africa's only specialist agricultural bank established in 1912, the bank's sole objective is to serve South African commercial and emerging farmers and bring specially designed financial services within their reach. These services enable farmers to finance land, equipment, improve assets and obtain production credit. The Land Bank provides financial services that have moved with the times and continues to provide services to agri-business and constantly reviews its offerings to ensure that they match the needs of an industry. As change has swept across the sector in South Africa the socio-economic makeup of agriculture has altered, bringing new entrants from historically disadvantaged backgrounds on to the land, these new farmers, facing the challenges of establishing sustainable agri-businesses across the agricultural value chain, Land Bank has been a commercial lifeline offering appropriately designed financial products that facilitate personal and commercial viability in a sector that is vital to the sustainability of South Africa and its people.
MAIN PURPOSE OF THE JOB
- To work closely with the Relationship Manager and Provincial Head to package the credit submission documents for Credit Committees.
- To act as consolidator of inputs from team members in the development of the business case for loan applications - inclusive of working on a team-basis with members of the team in the Provincial Office and the Credit Analysts in the Risk Management Division.
- Financial Modelling, Analysis & Deal structuring.
- To provide recommendations on the viability of the loan application based on analysis and interpretation of, amongst others:
- The business case
- Financial statements - inclusive of cash flow projections
- Risk Considerations and Mitigation thereof
- Security and Collateral
- Development, Social and Environmental Impact considerations
- To provide a first level quality assurance function on the applicable policies and procedures related to the transaction under consideration.
- To provide first level quality assurance across key systems used by business such as SAP,CRM and Acceleris.
Client Banking Analyst
Posted today
Job Viewed
Job Description
The Land and Agricultural Development Bank of South Africa (Land Bank) is South Africa's only specialist agricultural bank established in 1912, the bank's sole objective is to serve South African commercial and emerging farmers and bring specially designed financial services within their reach. These services enable farmers to finance land, equipment, improve assets and obtain production credit. The Land Bank provides financial services that have moved with the times and continues to provide services to agri-business and constantly reviews its offerings to ensure that they match the needs of an industry. As change has swept across the sector in South Africa the socio-economic makeup of agriculture has altered, bringing new entrants from historically disadvantaged backgrounds on to the land, these new farmers, facing the challenges of establishing sustainable agri-businesses across the agricultural value chain, Land Bank has been a commercial lifeline offering appropriately designed financial products that facilitate personal and commercial viability in a sector that is vital to the sustainability of South Africa and its people.
MAIN PURPOSE OF THE JOB
- To work closely with the Relationship Manager and Provincial Head to package the credit submission documents for Credit Committees.
- To act as consolidator of inputs from team members in the development of the business case for loan applications – inclusive of working on a team-basis with members of the team in the Provincial Office and the Credit Analysts in the Risk Management Division.
- Financial Modelling, Analysis & Deal structuring.
- To provide recommendations on the viability of the loan application based on analysis and interpretation of, amongst others:
o The business case
o Financial statements – inclusive of cash flow projections
o Risk Considerations and Mitigation thereof
o Security and Collateral
o Development, Social and Environmental Impact considerations - To provide a first level quality assurance function on the applicable policies and procedures related to the transaction under consideration.
- To provide first level quality assurance across key systems used by business such as SAP,CRM and Acceleris.
1. Facilitate Development Transformation Of The Agricultural Sector
- Prepare, review, and enhance application materials for all applications, i.e., Blended Finance, Agro-Energy Fund, etc., to meet high standards of accuracy, completeness, and compliance.
- Analyse and understand the criteria for approval of all applications, such as BFS and Agro-Energy Fund applications.
- Financial Modelling, Analysis & Deal Structuring
- Provide recommendations on the viability of the loan application based on analysis and interpretation of, amongst others:o Viability of the business case
o Alignment to the Bank's mandate - Structure the most optimal transaction based on legal aspects, regulations, and the mandate of the Bank.
- Depending on the outcome of the assessment, compile a report on the outcome of all assessments highlighting risks, irregularities, business deterioration, and insights.
2. Growth, Profitability And Financial Performance
- Assist the Relationship Manager and Provincial Head in developing and implementing strategies to meet financial sustainability targets.
- Conduct regular reviews of existing clients with stand-alone accounts to identify potential opportunities for cross-selling
- Proactive portfolio management:
Within 72 hours of receipt of the new file, undertake the client on boarding process:
- Validate the loan conditions, update the loan conditions register, and diarise the expected due date for each condition on the system.
- Inform the client of the loan conditions and the adherence thereof.
- Validate the client information with the client and update the system. This will include validation of the instalment due date alignment to the client's income cycle, commodities, and KYC documents.
- Measure the cost-to-income ratio to ensure positive portfolio health.
- Aim to keep overdue reviews within a threshold not exceeding 5% of total reviews, taking corrective action when necessary.
- Support the Relationship Manager and Provincial Head in monitoring the performance of clients in stage 1 and stage 2 to ensure portfolio health.
3. Client Relationship Management And Preservation Strategy
- Establish and manage a tracking system to monitor response times and ensure timely follow-up.
- Support the Relationship Manager's turnaround time to address and respond to client complaints aligned with standard level targets.
- Support Relationship Managers in driving client contracts through the loan origination process within stipulated timelines for client satisfaction – 90 days.
Proactive arrears and default management:
Obtain approval from the relevant credit committees regarding changes in members/trustees/directors and sureties of pre-legal arrear clients.
- Obtain approval from the relevant credit committees on the release or leasing of security (person and/or property).
4. Stakeholder Relationship Management
- Actively gather and analyse feedback from stakeholders to enhance the application process.
- Implement changes and improvements based on feedback to ensure the continuous progression of applications.
- Ensure effective collaboration with internal stakeholders to meet business needs.
5. Process Improvements
- Continuously refine and optimise application strategies to increase the likelihood of approval.
- Develop and implement strategies to enhance the efficiency and effectiveness of loan disbursements.
- Ensure effectiveness of data management practices and discipline to support effective analysis and analytics.
6. Governance, Enterprise Risk Management, and Compliance
- Monitor the client accounts within allocated portfolio in compliance to the terms and conditions of the approved loan agreement and ensure adherence to the terms.
- Quality of first level quality assurance ensuring risk and compliance and applying applicable policies and procedures.
- Provide a first level quality assurance function on the applicable internal and external statutory requirements, policies and procedures related to the transaction under consideration.
- NQF Level 5: or Relevant three year qualification - BTech in Credit or Risk Management or - Undergraduate Degree in Commercial / Business Sciences / Risk Management / Investment Management.
- Post qualification experience which will typically include the following: 3 to 5 Years
- Experience as a Credit Analyst, or relevant credit / lending assessment experience in a commercial or corporate banking environment
- Experience in a Financial Services Lending environment- Relationship management experience in a customer facing environment - within an agricultural environment an advantage
- Computer
- Communication
- Financial Principles
- Interpersonal
- Reporting
- Planning
- Analytical
- Time Management
- Extended hours as and when required
- Valid driver's license
- Travel as and when required
Client Portfolio Analyst
Posted today
Job Viewed
Job Description
WORKING RELATIONSHIPS
This role forms part of the Investment Management Team based in the Johannesburg office and also has a strong working relationship with the Investment team in Cape Town. Other working relationships include general Stonehage Fleming Relationship Managers, external investment managers and linked investment service providers.
OVERALL PURPOSE
The primary purpose of the role is to support Portfolio Managers in Johannesburg to manage client investment portfolios by taking the client's specific situation, the agreed mandate and the investment team's views and preferred vehicles into account. The portfolio analyst will have a close working relationship with the Investment team.
Principal Elements And Accountabilities
Portfolio Management
- Ensure proper take-on of new clients, collecting FICA and liaising with client service team
- Conducts suitability assessment of clients and analysis of client affairs (fact find)
- Prepare new client reviews and proposals
- Prepare and oversee client implementation plans
- Maintain and update client lists, provide tax statements when requested and calculate expected CGT
- Prepare cash flow forecasts using expected investment returns and cash needs
- Ongoing monitoring of client portfolios - preparing trade recommendations and rebalancing of portfolios when necessary
- Attend client meetings, prepare meeting packs, notes and minutes
- Prepare feedback to general client queries and ad hoc investment analysis requests
- Check monthly and quarterly reports and liaise with reporting team on requirements
- Reconcile and audit client reports
- Prepare quarterly commentary on client portfolios
- Assist with any ad hoc requests and general administration involved in maintaining client portfolios and files Trading and execution support
- Take responsibility to ensure all trades are executed accurately and timeously
- Investigate trading queries Compliance & Risk Management
- Ensure that client files are properly set-up and maintained
- Ensure clients adhere to approved fund manager list, asset allocation targets & limits
- Maintain record of client advice
Qualifications And Experience
- Business, Economics or Investment related degree, preferably with Honors
- Investment related postgraduate qualification (or studying towards) such as CFP or CFA advantageous
- 2-3 years of relevant experience in the finance / investment industry
Skills
- Strong general investment knowledge critical, i.e. economy, financial markets, asset classes and portfolio management with a keen interest in investments
- MS Office (Excel, Power Point, Word, Outlook)
- Excellent written and verbal communication skills
- A track record of overall integrity
- Strong attention to detail and
- Good relationship management skills
COMPETENCIES AND BEHAVIOURS
- Planning & Organizing: Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals
- Teamwork: Supports & works towards team goals, shares information, is helpful & co-operative, works effectively with people outside immediate team and within the wider group
- Communication skills: Communicates clearly and concisely, listens effectively, written communication is well presented
- Client orientated: Understands and satisfies client needs at all times, takes full responsibility & accountability for all client matters including delegated tasks, is able to work with a sophisticated client base
- Technical Knowledge: Demonstrates required technical investment knowledge and keeps technical knowledge up to date
- Problem solving & Decision making: Considers the wider consequences of each decision, gathers and analyses information to find creative solutions
- Research & analysis Skills: Displays analytical, objective and thorough approach to information gathering, considers and questions all scenarios and identifies the most important factors, presents analysis in a clear manner reaching logical conclusion
Client Lifecycle Analyst
Posted today
Job Viewed
Job Description
- About us:
Ninety One is an independent, active global asset manager with R3,4 trillion * of assets under management.
Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One.
Our distinctive capabilities sit within differentiated fixed income and credit as well as specialist equities, and we have a unique perspective and approach to investment opportunities presented by emerging markets and the energy transition.
*as at 30 June 2025
Ninety One is an equal opportunities employer. Our imperative is to attract and retain the best talent by providing a corporate environment where people from varying backgrounds can develop professionally and build a rewarding career.
- About the team:
The creative marketing team is responsible for the end-to-end execution and delivery of high-quality marketing collateral and campaigns across Ninety One. We collaborate closely with various internal stakeholders, including Channel Marketing, Digital Marketing, Creative Services, and Events, to plan, produce, and manage a wide range of marketing materials, campaigns, and projects.
- In this role you will:
- Collaborate across various teams, including Channel Marketing, Digital Marketing, Creative Services and Events to plan and deliver high-quality multimedia marketing collateral. You will manage end-to-end project execution, ensuring all communications are on-brand and tailored to the intended audience
- Work closely with internal and external stakeholders to scope, produce, and manage marketing materials, campaigns, events, webinars, and projects that support business objectives, ensuring timely and effective delivery across all marketing teams (web, email, video, social media, design etc.)
- Create and oversee briefs for internal marketing teams and external agencies, ensuring alignment with project goals and delivery timelines
- Act as a brand guardian, ensuring all communications adhere to brand guidelines, including look, feel, and tone of voice, and are packaged to a high standard suitable for the target audience
- Collaborate with the multimedia team to produce and execute video content, including managing supplier relationships, coordinating production shoots and budgets, briefing, producing, directing, ensuring quality control, and overseeing editing and distribution plans
- Continuously refine team processes, technology and procedures to support the implementation of workflow ensuring efficiency and quality in all outputs.
- Analytics and Reporting : monitoring and analysing the performance of marketing campaigns and initiatives, using data to inform decisions and optimise strategies
- Stay informed of market, business, and product developments to ensure that communication materials accurately reflect current information. You are required to keep up with industry trends and emerging technologies to ensure the marketing strategies remain innovative and competitive
- Ensure all marketing activities adhere to compliance/approval procedures and follow rules/regulations as stipulated by local country regulators
- Other project work as required
- You should consider applying if you have:
Technical Knowledge and Experience:
- Relevant bachelor's degree in marketing or equivalent
- 3 to 5 years relevant experience
- Digital and TTL advertising agency experience preferred
- Preference will be given to candidates with financial services (asset management) experience
Personal Attributes:
- Excellent organisational skills supported by a strong work ethic.
- An interest in, and ideally knowledge of, branding, design and complete through the line marketing techniques.
- Ability to ensure that brand and corporate identity is adhered to in campaigns or other communication channels.
- Excellent grasp of written English and grammar; ability to write, edit and proofread copy for promotional materials.
- Genuine interest in financial markets and investments
Some of the attributes we look for in a person are:
The ability to build and maintain meaningful relationships
- The ability to 'approach and own' and continuously look for opportunities to develop
- Driven by results
- Ability to recognise and embrace change
- High conviction and be comfortable sharing opinions
#LI-DNI
Collateral & Client Valuations Analyst
Posted today
Job Viewed
Job Description
Empowering Africa's tomorrow, together…one story at a time.
With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
Job Summary
CIB Post Trade Services Team (PTS) is currently looking for a Collateral & Client Valuations Analyst, to perform operational functions of the Collateral & Client valuation business and ensure compliance with Equities regulation, Exchange control rules, bank policies and other related directives.
Have a solid understanding of the margining process for Cleared and Non Cleared Derivative IM & VM margins under CSA , CSA IM & GMRA as well as SBL margining under GMSLA.
To provide support on all Collateral Management activities and processes in relation to the following:
- Ensure margin calls are processed timeously
- Query Resolution
- Trioptima recons – report and resolve all material portfolio reconciliation breaks
- IMEM recons - report and resolve all material portfolio reconciliation breaks
- Ensure all applicable reconciliations are completed timeously
- Ensure all applicable reports are distributed timeously
- Engage internal and external Absa clients
- Ensure material breaks are escalated
- Keep abreast of emerging regulations that are impacting Collateral activities
- Take accountability and be visible to stakeholders on issue resolution, by providing proactive solutions.
- Identify new opportunities to enhance delivery, reduce risk & operating expenses while improving efficiency.
- MI & KPI reporting – monthly review, analysis & refinement, with the assistance of senior management
Job Description
Key Accountabilities
Accountability: Collateral & Client Valuation 0perations
Ensure that all client valuations are successfully issued on a daily and monthly basis
Ensure margin calls are processed timeously for OTC CSA, OTC IM, GMRA, GMSLA agreements
- Compile, distribute and resolve queries on collateral recons
- Compile, distribute and resolve queries on collateral reports
- Monitor automated client valuation exception queue
- Assist with the automation of existing manual client valuation
- Extract the daily Trioptima mtm difference reports and investigate all differences over the threshold (older than 3 days , USD 1M; EUR 1M & ZAR 15M)
- Investigate and respond to all emails from Counterparties on MTM /Entity breaks
- Build a good working relationship with FO, MO , Credit Risk, Market Risk & Client Static
- Ensure the procedure manual is updated with changes regularly
- Ensure all queries are responded to timeously
- Ensure all Items at Risk or aged items are escalated to Senior Management for resolution
Accountability: People Management
- Work with managers in the team to achieve excellent business results through continuous people development
Accountability: Change Management
- Introduce, deploy and manage best practice procedural methodology and adherence relative to providing superior client service offerings
- Manage procedural change within the context of working with all representative stakeholders in terms of employee resource requirements
Accountability: Risk Management
- Ensure that processes, control requirements and risk management frameworks that impact the area are understood
- Work with the Risk & Control Team during the scoping of audits to ensure fair coverage
- Agree corrective action items with Internal Audit
- Complete required compliance and attestations
- Ensure and understand all compliance and risk requirements and identify gaps
- Ensure that all regulatory requirements are adhered to.
Education and Experience Required
- B-Degree in a business-related field or equivalent NQF level 6 qualification
- 5 Years' Experience in CSA, GMRA & GMSLA margining, in a Banking Environment
Knowledge & Skills: (Maximum of 5)
- Knowledge and experience in Acadia, Front Arena (preferable) Trioptima & IMEM
- Logical thinker and good problem-solving skills
Education
Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)
Absa Bank Limited is an equal opportunity, affirmative action employer. In compliance with the Employment Equity Act 55 of 1998, preference will be given to suitable candidates from designated groups whose appointments will contribute towards achievement of equitable demographic representation of our workforce profile and add to the diversity of the Bank.
Absa Bank Limited reserves the right not to make an appointment to the post as advertised
Be The First To Know
About the latest Client analyst Jobs in South Africa !
Business Intelligence, Analysis
Posted today
Job Viewed
Job Description
Job Description
Only applications through Dittohire will be considered. DO NOT send your CV/job application via email
Job Purpose
The company is looking for an experienced and dynamic Business Intelligence, Analysis & Systems Manager to lead our team of Business Analysts. This strategic role is key to bridging the gap between what the business needs and the technology solutions available. The successful candidate will be responsible for managing the entire lifecycle of system enhancements—from scoping and design through to deployment—and ensuring the ongoing stability of these systems via dedicated application support. Furthermore, the successful candidate will lead a team in developing and executing strategic projects, govern master data, and proactively find new opportunities to drive business efficiency and growth.
Key Responsibilities
Team Leadership & Management
- Lead, mentor, and manage the performance and professional development of the Business Intelligence team.
- Allocate BI and BA resources effectively across projects and support activities, ensuring optimal workload distribution.
- Foster a collaborative environment that encourages knowledge sharing and high performance.
- Set clear objectives, conduct regular performance reviews, and provide constructive feedback to team members.
Application Support Management
- Establish and oversee a Tier 2 support desk managed by the BI team for business-critical applications and systems.
- Ensure timely triage, prioritization and resolution of incoming support tickets, bugs, and data-related queries.
- Analyse support trends to identify root causes, recommending permanent solutions such as system enhancements, bug fixes, or improved user training.
- Act as a key escalation point for complex or high-priority issues, coordinating with technical teams to ensure swift resolution.
- Manage communication with business users regarding ticket status, resolution timelines, and system outages.
System Development Lifecycle (SDLC) Management
- Oversee the scoping of operational system changes, working closely with business stakeholders to define clear requirements, deliverables, and success criteria.
- Lead the creation of intuitive and user-centric UI/UX designs and wireframes for new features and systems.
- Develop and manage comprehensive testing strategies, including User Acceptance Testing (UAT), to ensure solutions are robust and meet business requirements.
- Plan and execute seamless system deployments and deliver effective user training programs.
Strategic Project Development & Execution
- Develop and lead strategic initiatives by identifying opportunities for significant process optimisation, system innovation, or competitive advantage.
- Construct and present compelling business cases to senior leadership, including cost-benefit analysis, ROI (ROI) projections, and feasibility studies.
- Execute and manage strategic projects from inception to completion, ensuring they are delivered on time, within scope, and on budget.
- Define Key Performance Indicators (KPIs) to measure and report on the business impact and success of strategic initiatives.
Business Intelligence & Data Governance
- Act as a key resource for business departments, assisting with reporting needs, dashboard creation, and data analysis.
- Support and contribute to the company's Master Data Management (MDM) strategy, ensuring the accuracy, consistency, and integrity of core business data.
- Assist business with complex excel analysis.
QUALIFYING CRITERIA
- Education: Bachelor's degree in Information Systems / Computer Science / Information Technology Management. A relevant postgraduate qualification is advantageous.
- A minimum of 8 years of experience in a business analysis, systems analysis, or related role.
- At least 3-5 years of proven experience in a leadership position, directly managing a team of analysts or technical professionals.
- Demonstrable experience managing the full project lifecycle for software or system implementations.
- Hands-on experience with business intelligence and reporting tools (e.g. SSRS, Power BI)
- Solid understanding and practical experience with Master Data Management (MDM) principles.
- Strong troubleshooting skills and root-cause analysis ability.
- Strong analytical skills with the ability to independently collect, organize, analyze, and disseminate significant amounts of information with attention to detail and accuracy.
- Working knowledge on translating business needs into technical specifications.
- Experience in report writing and executive feedback.
- Experience in managing a Tier 2 or Tier 3 application support function or help desk is highly desirable.
QUALIFYING ATTRIBUTES
- Leadership: Strong ability to lead, inspire, and develop a high-performing team.
- Strategic Thinking: Proven ability to see the bigger picture, align technology with business goals, and drive strategic change.
- Problem-Solving: Exceptional analytical skills with a talent for root cause analysis and solving complex business and system problems.
- Communication: Excellent verbal, written, and presentation skills, with the ability to articulate complex technical concepts to non-technical audiences.
- Stakeholder Management: Proven ability to build relationships, influence decisions, and manage expectations with stakeholders at all levels.
- Stakeholder Management: Proven ability to build relationships, influence decisions, and manage expectations with stakeholders at all levels.
- Continuous Learning: A passion for staying current with emerging technologies, BI trends, and modern business analysis practices, and fostering that curiosity within the team.
We regret that it is not possible to contact all unsuccessful applicants. Applicants who have not been contacted within fourteen (14) days from the date of their submission should consider their application unsuccessful.
Please note that the successful candidate will receive a formal, written offer of employment after all applicable pre-employment checks have been completed. This offer will only be valid if it is signed by a company representative authorized to make such an offer. Representations made on behalf of the company in any other form do not constitute valid offers of employment and should not be construed as such.
Data Analysis Lecturer
Posted today
Job Viewed
Job Description
Eduvos
is looking to hire the services of an
Independent Contractor, Data Analysis Lecturer
,
at our
Durban
campus on a part-time basis.
Type Of Appointment
Independent Contractor (part-time; flexible workhours agreement)
Purpose
- To lecture Data Analysis-related modules, in the Law faculty on a part-time (contractual) basis.
- To assist in the administration and departmental affairs and activities as required by the academic department.
Data Analysis Lecturer
Posted today
Job Viewed
Job Description
Eduvos is looking to hire the services of an Independent Contractor, Data Analysis Lecturer, at our Durban campus on a part-time basis.
Type of appointment:
Independent Contractor (part-time; flexible workhours agreement)
Purpose:
- To lecture Data Analysis-related modules, in the Law faculty on a part-time (contractual) basis.
- To assist in the administration and departmental affairs and activities as required by the academic department.
Minimum qualifications required:
- Honours degree in Statistics/ Data Science / Mathematics/ Computer Science/ Information Systems or a relevant qualification (A Masters qualification will be an advantage)
Experience:
- Minimum: 1 - 2 years relevant lecturing experience
- Necessary knowledge of higher education practices and processes
- Relevant research experience
Modules to be lectured:
- Introduction to Data Analysis
- Computer Skills (All Levels)
Responsibilities:
- Lecturing
- General administration
- Setting and marking of assessments
- Preparation of notes and additional study materials
- Quality Assurance
- Management of At-risk students
Competencies
- Initiative and responsibility
- Constructive teamwork, relations and networking
- Influence
- Analysis and judgement
- Innovation and change
- Systematic approach (planning and organising)
- Steadiness (emotional tenacity)
- Communication