Data Analyst (Investor Access Control)

ATS Client; Cape Town; On-site; ZAR 360,000 - 600,000; Full time

Job summary

Parvana, based in Cape Town, seeks a detail-oriented professional to manage end-to-end investor access requests in a hybrid role. You will validate data imports, reconcile records, and maintain reference data for investor profiles and fund structures.

You will produce entitlement reports for audits and compliance, monitor workflows, and drive process improvements with cross-border teams. Strong Excel skills and a proactive approach are essential.

Qualifications

• 2–3 years in an operational, data, or workflow-management role, preferably in financial services.
• Strong Excel and Office skills with a disciplined, data-driven approach.
• Clear written and verbal communication, with ability to meet deadlines and manage international stakeholders.

Responsibilities

• Manage end-to-end investor access requests from initiation to closure.
• Validate data imports, reconcile records, and correct investor profiles and fund structures.
• Perform access corrections and revocations following change-control procedures.
• Produce entitlement reports for audit, compliance and operational reviews.
• Monitor workflow queues, escalate blockers, and support improvement initiatives.
• Identify data quality issues and contribute to automation and process enhancements.

Skills

Excel

Data Reconciliation

Access Management

Workflow Management

Fund Administration

Investor Relations

Change Control

Audit

Governance

Data Quality

Process Improvement

Education

Tertiary qualification in Finance / IS / Business Administration / Commerce

Tools

Microsoft Office

Job description

Job Description

Location: Cape Town

Work Type: Hybrid

Job ID: J107218

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. You are welcome to go into the office daily or to take advantage of their hybrid in-office / remote benefit. This company places significant investment in employee wellness, their benefits which are on top of generous basic salaries, are industry leading in their generosity. Our client is large, offering fantastic career development opportunities but also very dynamic, they track as many metrics as possible in order to continuously improve - they spare no expense on the tools to do so. Automation, AI and R&D are pillars of their business framework which ensures you should never be at risk of falling behind or getting stuck working with old legacy software. Culturally they are very cosmopolitan and diverse, you will be working with the best globally.

What you will be doing

• Manage the full end-to-end process for investor access requests, ensuring accurate and timely handling from initiation to closure.
• Validate data imports, reconcile records against live platform data, and correct reference data like investor profiles and fund structures.
• Conduct access corrections and revocations while adhering to change-control protocols to maintain audit-ready documentation.
• Produce entitlement reports required for audit, compliance, and general operational reviews.
• Proactively monitor and manage workflow queues, ensuring open items progress and escalating blockers to the team lead.
• Identify data quality issues and process gaps to support improvement initiatives, such as automation and workflow enhancements.

What our client is looking for

• A relevant tertiary qualification would be ideal (Finance, Information Systems, Business Administration, Commerce, etc.)
• At least 2-3 years in an operational, data, or workflow-management role, with preference given to experience in financial services, fund administration, or investor relations.
• Strong working knowledge of Microsoft Office, particularly Excel, combined with a disciplined and detail-oriented approach to data.
• Ability to communicate clearly and professionally in both written and verbal formats.
• A methodical and reliable approach to managing competing deadlines and following through on open items.
• A team-oriented mindset, capable of working effectively across international teams and with external stakeholders.
• Sound judgment on when to work independently versus when to involve others, and a proactive approach to raising issues before they escape.
• Highly valued experience includes familiarity with access management, data reconciliation, audit/governance frameworks, and process improvement or automation initiatives.

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

Requirements

Excel, Data Reconciliation, Access Management, Workflow Management, Fund Administration, Investor Relations, Change Control, Audit, Governance, Microsoft Office, Data Quality, Process Improvement