BI Reporting Analyst (Investment)

Parvana; Cape Town; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A global investment advisory firm in Cape Town is seeking a Reporting Analyst to design BI dashboards and automate reporting processes. Candidates should have 2-5 years of experience in data analytics, proficiency in BI tools like Power BI, and strong SQL skills. This role involves working closely with IT and analytics teams to enhance data integrity and support investment decisions.

Qualifications

• Minimum of 2-5 years of experience in BI, data analytics, or investment operations.
• Strong knowledge of asset management and financial performance metrics.
• Ability to interpret data from financial sources.

Responsibilities

• Design, build, and maintain interactive BI dashboards.
• Automate reporting processes for accuracy and speed.
• Work with IT and data engineering teams to optimize data pipelines.
• Monitor metrics like portfolio performance and provide insights.

Skills

BI tools

SQL querying

Data analysis

Problem-solving

Excel

Education

Relevant tertiary degree (Finance, Economics, Data Science, etc.)

Tools

Power BI

Tableau

Qlik

ETL tools

Job description

Overview

About our client :

Our client is a global investment advisory firm focusing on long-term value creation through investment strategies. They work with a diverse group of institutional partners and pride themselves on their collaborative, sustainable, inclusive culture and performance.

Responsibilities

• Design, build, and maintain interactive BI dashboards and reports to support key business teams (investment, risk, and operations).
• Automate recurring reporting processes to improve accuracy and speed, while consistently maintaining data accuracy and integrity.
• Work closely with IT, data engineering teams, and business analysts to optimize data pipelines and translate business requirements into technical solutions.
• Monitor critical metrics like portfolio performance, cash flows, and credit risk, and provide data-driven insights to support decision-making.
• Conduct ad-hoc analysis to answer business-related questions regarding investment, performance, and market trends.

What our client is looking for

• A relevant tertiary degree would be beneficial (Finance, Economics, Data Science, etc.).
• A minimum of 2-5 years of experience in BI, data analytics, or investment operations, preferably within private credit, private equity, or asset management.
• Advanced proficiency in BI tools like Power BI, Tableau, or Qlik, coupled with strong SQL querying skills for complex data.
• A solid understanding of data warehouse concepts (star schema, snowflake schema) and hands-on experience with ETL processes and tools.
• Strong knowledge of asset management, investment strategies, and financial performance metrics.
• The ability to interpret data from various financial sources and use strong Excel skills (including Power Query and VBA) for analysis.
• A proven ability to solve problems and a strong analytical mindset to drive business outcomes.

Job Information

• Job ID: J107013
• For a more comprehensive list of opportunities that we have on offer, visit our website: https://www.parvana.co.uk/careers

Requirements

• Reporting Analyst, BI, Data Analytics, Investment Operations, Private Credit, Private Equity, Asset Management, Power BI, Tableau, SQL, ETL, Financial Performance Metrics