Data Analyst (Maternity Cover)

🌍About us:

Scope Markets Kenya, part of Rostro Group, is a fast-growing financial services provider, offering online trading and offshore investing solutions to clients across the country. Regulated by the Capital Markets Authority (CMA) of Kenya, we are dedicated to delivering top-quality trading infrastructure designed for everyone from beginners to seasoned institutional traders.

We make trading and investing simple, with access to over 40,000 financial instruments on trusted platforms like MT5, IRESS and more. Whether you're just getting started or already have experience, we provide competitive pricing, seamless trading conditions, and endless opportunities to grow wherever you are on your trading and or investing journey.

🔍 The Role:

The Data Analyst will provide reporting, analytical, and administrative support to the Sales Department by ensuring timely and accurate sales reporting, maintaining data integrity, and providing insights that support decision-making. The role will assist in monitoring sales performance, maintaining reporting dashboards, and supporting day-to-day operational reporting requirements during the maternity cover period.

🚀 How You Can Make a Difference:

Sales Reporting & Data Analysis

• Prepare and distribute daily, weekly, monthly, and ad hoc sales reports within agreed timelines.

• Consolidate and analyze sales performance data across various sales teams.

• Produce reports on key sales metrics, including leads, verified accounts, first-time deposits (FTDs), deposits,

         withdrawals, trading volumes, active clients, conversion rates, and agent productivity.

• Validate data from CRM systems, trading platforms, and other approved data sources to ensure accuracy and

         completeness.

• Maintain reporting templates, dashboards, trackers, and data records.

• Prepare summaries and presentations highlighting key trends and performance insights for management.

• Respond to reporting requests from the Head of Sales and other authorized stakeholders.

Sales Operations Support

• Assist in maintaining accurate client allocation and ownership records within CRM systems.

• Coordinate the collection and consolidation of information required for reporting.

• Prepare meeting minutes, action trackers, and follow-up reports for Sales meetings.

• Support documentation and reporting handovers where required.

Client Onboarding Support

• Review client account documentation to ensure completeness before submission for onboarding.

• Liaise with Sales, Onboarding, and Compliance teams to resolve outstanding documentation issues.

• Support operational processes that facilitate efficient client onboarding.

Business Insights

• Analyze sales trends, client behaviour, and campaign performance to provide actionable insights.

• Monitor marketing lead performance and conversion rates.

• Assist in identifying performance trends and opportunities for process improvement.

Governance & Compliance

• Maintain confidentiality of client information and commercially sensitive data.

• Ensure reporting activities comply with company policies and data governance requirements.

• Maintain accurate records and appropriate document controls.

Other Duties

• Perform any other reporting, analytical, or administrative duties assigned by the Head of Sales.

🎯Requirements: 

• Bachelor's degree in Statistics, Mathematics, Economics, Business Administration, Finance, Data Analytics, or a

         related field.

• At least two (2) years' experience in data analysis, reporting, sales administration, business intelligence, or a similar analytical role.

• Strong proficiency in Microsoft Excel; experience with Power BI or similar reporting tools is an added advantage.

• Experience working with CRM systems and preparing management reports.

• Experience in financial services, fintech, banking, or a related industry will be an added advantage.

🎯 Skills and Competencies:

• Strong analytical and numerical skills with excellent attention to detail.

• Advanced Microsoft Excel skills.

• Good knowledge of CRM systems and reporting tools.

• Ability to analyse data and present meaningful insights.

• Strong organizational and time management skills.

• Excellent written and verbal communication skills.

• High level of integrity and confidentiality.

• Ability to work independently and meet reporting deadlines.

🎯 Personal Specifications:

• Adaptable and flexible in a dynamic environment.

• Solution-oriented thinker, able to resolve issues efficiently.

• Focused on accuracy and attention to detail.

• Driven and self-motivated with a strong work ethic.

• Highly organized with strong time management skills.