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Client Reporting AnalystNinety One

Western CapeSouth Africa
a year0 Applicants
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job description - Client Reporting Analyst

  • The role of a Client Reporting Analyst focuses on the timely and accurate production of Client Report backs, Global Quarterly Investment Reports, and Sustainability Reports. The successful applicant will be able to manage a high-volume workflow, prioritising client deadline work and liaising with a range of internal stakeholders at all levels to produce high quality reports out of Seismic.

In this role you will:

  • Assist in the production of Report backs on a periodic and adhoc basis within timeframes
  • Assist in the production of Global Fund Quarterly Investment Reports and Strategy Quarterly Investment Reports on a quarterly basis
  • Assist in the production of client reports on a periodic and adhoc basis within timeframes
  • Assist in the production of Sustainability reports on a periodic basis within timeframes

You should consider applying if you have:

  • Relevant degree
  • Minimum 2 years financial industry experience
  • Experience working with complex datasets
  • VBA / MS Office tool development (Advanced)
  • PowerPoint (Advanced) including linked slides and Excel objects
  • Excel (Advanced)
  • Experience of formatting documents to corporate style
  • Seismic (Desirable) or other content-management tools
  • SQL (SQL Server) (Desirable)

Some of the attributes we look for in a person are:

  • The ability to ‘approach and own’ and continuously look for opportunities to develop
  • Driven by results
  • A client focused and collaborative approach
  • High conviction and be comfortable sharing opinions
  • Ability to analyse, interpret and assimilate information
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We are an independent, active global asset manager,the firm offers distinctive active strategies across equities, fixed income, multi-asset and alternatives to institutions, advisors, and individuals.

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