SBI SDH Analyst

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Date: 12-May-2022

Location: Bellville, Western Cape, South Africa

Company: Sanlam Group

Who are we?

The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.

What will you do?


Output/Core Tasks:

Responsible for providing data for daily, weekly and monthly MIS report views on the different MIS System outputs.  Duties include compiling and presenting business and system requirements.  Engage with various stakeholders to ensure availability and reliability of the data for reporting.  Support clients with regard to ad-hoc reports, data extractions and queries. Support the SBI Business Solutions team in compiling reports, communicate changes and responding to enquiries.  


Responsibilities include the initiation, co-ordination and management of changes to the data, as needed, and the quality assurance of the data.
The position is multi-disciplined and taking ownership of assigned tasks and delivering on commitment is key to success in this position. 
You will be responsible for the end-to-end management of tasks and projects within the business and to provide use cases to the Testers and Programmers as required. The environment is fast paced and strict SLAs are adhered to. 


Responsibilities include, but not limited to: 

  • Engage with and facilitate requirement gathering workshops with the Business owner/Product Houses, Sanlam Connect and the SBI Business Solutions team.
  • Collaborate with internal and external stakeholders to analyse information needs, functional requirements and business processes 
  • Provide use cases to the Testers / Programmers 
  • Ability to work across multiple projects and businesses
  • Inform, influence and guide business through your ability to analyse and visualise data
  • Documentation of business requirements and specifications for new developments / changes
  • Coordination of implementation of new developments
  • Investigate and report on queries
  • Ensuring good  data quality of data received from all providers
  • Maintenance of standing data

What will make you successful in this role?





  • Grade 12 with Mathematics
  • Degree (Information Systems/Statistics/Science) would be advantageous


Experience and skills

  • At least 3 years’ relevant experience within the financial industry 
  • Excellent MS Office skills (Word, Excel, add-ins)
  • Proven competency in advanced Excel / Access
  • Basic knowledge of Query Tools (e.g. Interactive reporting, MS Access,  Power Query, Power Pivot, MS Excel, Essbase Add-in, Cubus, Business Objects)



  • Analytical thinking
  • Strong technical and operational ability
  • Good attention to detail
  • Effective communicator of technical information
  • Innovative and conceptual thinking
  • Building and maintaining relationships
  • Results driven
  • Adaptability

Personal Attributes

Interpersonal savvy - Contributing independently
Plans and aligns - Contributing independently
Decision quality - Contributing independently
Optimises work processes - Contributing independently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Being resilient - Contributing independently
Collaborates - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Cultivates innovation - Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.


Closing Date : 31 May 2022 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.