Overview

Insure and Invest Portfolio Analyst Jobs in Johannesburg at FirstRand

Job Description

To act as a strategic advisor, providing deep financial insights and performance analysis to support decision-making and achieve organisational objectives. This role combines technical expertise in IFRS 17, regulatory interpretation, and financial modelling with a strong focus on competitor benchmarking. It emphasizes delivering actionable recommendations and insights through robust reporting and presentations to senior management, enabling strategic decision-making and driving outcomes that enhance shareholder value.

  • Conduct in-depth analysis on listed insurance and investment entities, including financial results, strategies, income drivers, returns, volatility, and historical trends.
  • Interpret and apply IFRS 17 standards in all relevant insurance analyses and reporting.
  • Monitor regulatory developments and assess their impact on the relevant sectors.
  • Prepare research reports and presentations for senior management and committee meetings (e.g. Exco, FRM Committee).
  • Deliver actionable insights on shareholder value creation and strategic opportunities.
  • Produce market commentary on competitor press releases and trading updates, highlighting implications for internal strategy.
  • Perform comprehensive internal performance analysis across the segment, products, and channels.
  • Track and report on key metrics such as profit pools, income drivers, and earnings volatility for business units.
  • Support capital allocation decisions through robust measurement frameworks and scenario analysis.
  • Maintain and enhance internal dashboards for financial KPOs, ensuring accuracy and timeliness.
  • Develop and maintain a structured database for ongoing analysis.
  • Create compelling visualisations using Excel tools and Power BI to communicate complex data effectively.
  • Ensure data integrity and consistency across all reporting platforms.
  • Work closely with cross-functional teams to align performance measurement with strategic objectives.
  • Support management with ad-hoc analysis, presentations, and research to inform decision-making.
  • Communicate findings clearly and persuasively to both technical and non-technical audiences.
  • Identify opportunities to automate reporting processes and improve efficiency.
  • Stay current on industry trends, regulatory changes, and best practices in financial analysis.

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Important Closing Date Note


Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

18/04/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Title: Insure and Invest Portfolio Analyst

Company: FirstRand

Location: Johannesburg

 

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