Client Reporting Analyst (12-month FTC)

AES Global; Cape Town; On-site; ZAR 350,000 - 520,000; Full time

Job summary

AES Global in Cape Town is seeking a Client Reporting Analyst on a 12-month fixed-term contract to support the client operations team. The role emphasizes delivering accurate client reporting under tight deadlines while leveraging AI tools and Power BI/SQL where applicable.

You will coordinate reports, work with internal teams, and help onboard new clients, with a focus on process improvements and risk reduction.

Qualifications

• A relevant degree is required.
• At least 2 years' industry or operations experience.
• Knowledge of financial markets (instruments and products).
• Hands-on experience using AI tools to optimise workflows and boost productivity.
• Intermediate-to-advanced MS Excel, and proficiency in PowerPoint.
• A client-focused, collaborative and results-driven approach.

Responsibilities

• Coordinate, produce and check client reporting to set deadlines — daily and weekly reports; monthly, quarterly and annual valuations; investment reports; and ad-hoc client reports.
• Produce quarter-end analysis and statistical data.
• Maintain records of reporting for audit purposes.
• Liaise with internal teams — client managers, portfolio managers, and performance and attribution.
• Keep the CRM accurate and up to date.
• Support the smooth onboarding of new clients and restructures.
• Continually update procedures to reduce risk and find efficiencies.

Skills

Client reporting

Data analysis

AI tools

Attention to detail

Collaboration

Education

Relevant degree

Tools

Power BI

SQL

Programming

Job description

We’re working with an established investment management firm, and they’re looking for a Client Reporting Analyst to join their client operations team on a 12-month fixed-term contract (maternity cover).

Although the role is operational, they’re after someone genuinely technical — comfortable using modern AI tools to work smarter, with exposure to Power BI, SQL or some programming a real advantage. You’ll service clients invested through investment management agreements, delivering accurate reporting to tight deadlines while continually improving how it’s done.

What you’ll do

• Co-ordinate, produce and check client reporting to set deadlines — daily and weekly reports; monthly, quarterly and annual valuations; investment reports; and ad-hoc client reports
• Produce quarter-end analysis and statistical data
• Maintain records of reporting for audit purposes
• Liaise with internal teams — client managers, portfolio managers, and performance and attribution
• Keep the CRM accurate and up to date
• Support the smooth onboarding of new clients and restructures
• Continually update procedures to reduce risk and find efficiencies

What you’ll bring

• A relevant degree
• At least 2 years’ industry or operations experience
• Knowledge of financial markets (instruments and products)
• Hands-on experience using AI tools to optimise workflows and boost productivity
• Intermediate-to-advanced MS Excel, and proficiency in PowerPoint
• A client-focused, collaborative and results-driven approach

Advantageous

• An Investment Management Certificate or a related industry qualification
• Exposure to Power BI, SQL or programming

Working model

Office-based in Cape Town. 12-month fixed-term contract, starting as soon as possible.