Recruitment | Executive Search

Client Reporting and Analytics Associate – Accounting and Finance job – Market related salary – Cape Town, South Africa

  • Permanent
  • Cape Town
  • Oct 1, 2018

A leading financial services group have a great job opportunity for a Client Reporting and Analytics Associate to join their team in Cape Town. The Client Reporting and Analytics Associate will partner with Portfolio Analytics, Client Service, Marketing, RFP and Legal teams and will be involved in a variety of strategic and tactical marketing initiatives

Your key job responsibilities as the Client Reporting and Analytics Associate in Cape Town will include:

  • Understand the firm’s fixed income strategies with requisite depth to be able to develop client reports, client presentations, commentary, client portfolio review decks and pitch books
  • Assist the team to deliver on all client’s analytics reporting requirements in accordance with established investment management agreements
  • Function as point of contact for data regarding portfolio exposures and summary statistics and deliver accurate and timely responses
  • Participate in the creation of analysis and presentations for key initiatives, including but not limited to fund launches, RFPs, client due diligence and investor summits
  • Develop proficiency in key reporting tools; develop report content and partner with IT to drive enhancements to the end-client deliverables
  • Participate in firm wide, client service related strategic initiatives

Requirements for this Client Reporting and Analytics Associate job in Cape Town will include:

  • Bachelor’s Degree – Preferably in Finance or Accounting
  • 3+ years post-graduate experience in asset management
  • Knowledge of financial markets, fixed income, interest in investment strategies and security analysis
  • Advanced Excel and PowerPoint skills required
  • Experience in the development and construction of formula-driven spreadsheets, pivot tables, and macros
  • Analytical and comfortable working with and interpreting statistics and fixed income market data
  • Prior experience building marketing presentations, including graphic and data slides
  • Ability to communicate effectively with subject matter experts, incorporate edits based on instructions from investment, sales and legal teams
  • Accountable with excellent attention to detail, strong organizational skills and ability to prioritize work within a dynamic, deadline-driven environment

If you meet the above requirements for this Client Reporting and Analytics Associate job in Cape Town, we would like to hear from you. Please send your CV through to If you do not receive any feedback within 7 days of your application, please be advised that you were not successful in making the shortlist

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Tagged as: Accounting, Cape Town, Cape Town Jobs, Finance, Finance Jobs, South Africa

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