The role involves developing, maintaining, and enhancing business intelligence (BI) reports and dashboards using tools like Microsoft Power BI and SSRS to provide actionable insights to stakeholders. This includes in-depth analysis of investment products, portfolio performance, and financial instruments, ensuring data accuracy and relevance for decision-making. Collaborating with portfolio managers, analysts, and other stakeholders, the role also involves analyzing complex data sets to identify trends and patterns that can inform strategic decision-making.
Database management and optimization are crucial aspects of this role, including designing, implementing, and optimizing SQL queries, stored procedures, and views, as well as managing data warehousing solutions and ensuring seamless data integration across multiple systems and platforms. Regular monitoring and optimization of database performance are essential for enhancing data processing efficiency.
Business intelligence development is a key aspect, leading the development of custom BI solutions that align with business goals and KPIs. Advanced analytics techniques such as predictive modeling and trend analysis are used to anticipate business needs and inform strategic planning. Data quality and consistency are ensured across all BI tools and reporting platforms through rigorous data validation and testing procedures.
Project management and collaboration are essential aspects of this role, including managing multiple BI projects simultaneously, working closely with cross-functional teams, providing training and support to end-users, and documenting findings and recommendations.
Regulatory compliance and data governance are also essential, ensuring all BI and reporting activities comply with South African financial regulations and internal policies. Continuous improvement and innovation are encouraged, with a focus on automation, scalability, and efficiency gains.
