Project Specialist

Date: 13-May-2019

Location: Tygervalley, Western Cape, South Africa

Company: Sanlam Group

Who we are?

Sanlam Investments Group is one of South Africa’s largest investment management companies. We have a performance history spanning over 100 years, and offer a range of investment and financial planning solutions to protect and grow the long-term wealth of our clients.

We take particular pride in:

•             Sanlam’s longevity and innovation

•             People, teamwork and values

•             A culture of diversity and commitment to growing our own timber

•             Our robust, tested and proven pragmatic investment process and philosophy

Our local and offshore investment products cover the full investment spectrum: active and passive; single and multi-manager – both locally and internationally. Our active funds range are managed according to our pragmatic value investing style.

What will you do?

The types of projects currently run in Sanlam Investments Client services range from small to large, and could typically be inter-company synergy development, operational process improvement in client services or cross-functional areas, regulatory assessments and implementation, due diligence for outsourced services, people initiatives, client services events, IT systems, notwithstanding others. There will be strong focus on rigorous implementation with a bias for project completion and transfer into business as usual.

Key responsibilities (Project Management)

  • Project Planning (scoping, project and work stream definition, estimating,  plan development,  milestone management)
  • Managing Project Scope and Quality (project scope monitoring and control, project health checks)
  • Project Reporting (status, schedule, risk and issues, quality, financial)
  • implementing the project’s Governance framework (review and sign-offs, decision-making, Steering Committee management, change control and content review, management of tolerances, closure and lessons learned)
  • Coordination and management of project meetings, data and documentation
  • Ensuring that PPO is updated on a regular basis.
  • Project Success management (agree and regularly review project measures of success ensuring projects deliverables meet the programme requirements and the appropriate quality)
  • Responsible for the systematic and methodical investigation, analysis and documentation of a part of a business area in terms of business functions and processes and the information they use.

Key responsibilities (Business Analyst)

  • Gather and coordinate Business requirements, projects and tasks.
  • Data analysis (SQL) would be an advantage.
  • Business and process analysis as well as impact assessment.
  • Translate business requirements into solutions.
  • Ensure appropriate documentation are created and maintained.
  • Facilitation of meetings, workshops, etc. to gather information.
  • Supporting the business with regards to business and process improvement.
  • Transfer of knowledge to users, trainers and peers.

What will make you successful in this role?

  • Relevant qualification in Business Analysis or Project Management from an industry recognized training institution.
  • At least 2-4 years’ experience in managing projects and/or change initiatives
  • At least 3 years’ experience working in the Financial Services and/or Insurance industry to demonstrate understanding of the business context
  • Experience working in an Agile environment strongly preferred
  • Demonstrate experience in the application of industry standard project management methodologies and processes.
  • Demonstrate sound knowledge of the system development lifecycle processes and methods from business concept to deployment stages
  • Well-honed MS Office skills
  • MS Project skills
  • Project Management Tool experience (PPO suggested)
  • Project management methods, techniques and tools
  • Familiarity with change management disciplines including stakeholder management, communication and business readiness
  • Ability to identify project implications based on an understanding of systems, processes and business
  • Facilitation skills
  • Financial and business acumen
  • Experience in SQL will be advantageous

Qualification and Experience

Degree or Diploma and/or required Certification with 3 to 5 years related experience.

Knowledge and Skills

Data Analysis and MIS reporting

Business Analysis

Information Reporting

Data Mining

System Documentation

Personal Attributes

Business insight - Stage 3

Communicates effectively - Stage 3

Plans and aligns - Stage 3

Financial acumen - Stage 3

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 business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Being resilient - Stage 3

Collaborates - Stage 3

Cultivates innovation - Stage 3

Customer focus - Stage 3

Drives results - Stage 3

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. 

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 ensure 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.

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