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Data Analyst Gain experience working with complex compliance data systems with leading asset ma[...]

Acuity Consultants

Cape Town

On-site

ZAR 351,000

Full time

2 days ago
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Job summary

An exciting opportunity for a Data Analyst at a leading asset management firm in Cape Town. The role includes managing compliance data, working closely with investment managers, and classifying financial instruments. Ideal candidates will have a commerce degree and relevant industry experience, alongside strong skills in data analytics and management.

Qualifications

  • Experience: Minimum 2 years in a similar role within the investment industry.
  • Strong understanding of financial instruments including equities and bonds.
  • Familiarity with specific fund types and their financial instruments.

Responsibilities

  • Manage and organize data from external investment managers.
  • Ensure compliance data is accurate and up to date.
  • Support classification of financial instruments and categorize uncategorized assets.

Skills

Data Analytics
Data Management
Data Visualization
Data Mining
SQL
Power BI
Microsoft Access
SAS
R
Data Analysis Skills
Analytics

Education

Commerce degree or equivalent qualification

Job description

Job Description

This is an exceptional opportunity for a data analyst to gain experience working with complex compliance data systems with a leading asset management firm.

Based in Cape Town, this Compliance Data Analyst role offers a salary of R350,450K PA.

THE COMPANY

A toplisted South African financial services firm that combines asset management with technology-driven solutions for both institutional and retail clients. Specialising in investment management, saving, and retirement products, they emphasise innovation to streamline financial service delivery. With a client-centric approach, they continuously work to make investment processes efficient and transparent, offering reliable growth options for businesses, institutions, and individuals alike.

THE ROLE

As a Data Analyst, you will play a key role in managing and organising data from external investment managers and various data providers, ensuring that client information remains accurate and up to date. You'll support compliance efforts across multiple fund types, including equity, bond, and money market funds. In close collaboration with the compliance team, you'll maintain client records and assist in loading manager holdings into the compliance system. Additionally, you will contribute to the classification of financial instruments and ensure proper categorization of any uncategorised assets.

REQUIRED SKILLS AND QUALIFICATIONS

  • At least 2 years of experience in a similar role within the investment industry
  • Commerce degree or equivalent qualification
  • Strong understanding of financial instruments, including asset classes such as bonds, equities, and property
  • Familiarity with various fund types and the financial instruments typically associated with equity, bond, and money market funds

Key Skills

  • Data Analytics
  • Microsoft Access
  • SQL
  • Power BI
  • R
  • Data Visualization
  • Tableau
  • Data Management
  • Data Mining
  • SAS
  • Data Analysis Skills
  • Analytics

Employment Type : Full Time

Experience : 2+ years

Vacancy : 1

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