Financial Data Analyst

MSCI; Stellenbosch; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading global investment firm is seeking a Financial Data Associate to manage fund and holdings level data queries while providing client support. The ideal candidate has a degree in finance or economics and 2-4 years of relevant experience. Key responsibilities include data management and reporting, requiring strong analytical and communication skills. Join a collaborative environment with a focus on innovation and professional growth.

Benefits

Transparent compensation schemes

Flexible working arrangements

Access to tailored learning opportunities

Comprehensive employee benefits

Qualifications

• 2-4 years of finance, accounting, or investment experience.
• Portfolio analysis or investment analytics expertise is a plus.
• Progress towards CFA, CAIA, CIPM, or FRM is advantageous.

Responsibilities

• Manage, review, and resolve fund and holdings level data queries.
• Provide first-tier data support for fund level inquiries.
• Develop and maintain knowledge of the asset management industry.

Skills

Analytical skills

Problem-solving skills

Organizational skills

Interpersonal skills

Written communication

Verbal communication

Education

Bachelor’s degree in Finance or Economics

Tools

Microsoft Excel

Job description

Your Team Responsibilities

Financial Data Associate is responsible for managing, reviewing, and resolving fund and holdings level data queries in accordance with established SLAs and precision standards. The Financial Data Associate will also provide support to clients. This role requires on-going work status and update reporting/notifications to multiple channels and involve project management and coordinating supplemental data research programs as well as manage various, ad-hoc client or product driven data reconciliation projects and other initiatives.

Your Key Responsibilities

• Acquire a thorough understanding of the TPM platform with a focus on Liquid Market and Private Capital transparency data, as well as the rest of the PCS product suite, and how our products fit into client’s organizations and their processes.
• Develop and maintain up-to-date knowledge of the asset management industry, as well as a deep understanding of the TPM platform to be able to deliver creative solutions to our clients. Provide best practices and work with clients to develop their system use strategy
• Provide first – tier data support, addressing fund level data related inquiries via email, phone calls and Microsoft teams meeting for key clients.
• Coordinate with teams internally to achieve end to end fulfillment of requests. This involves determining and defining each project plan, scoping, and objective setting for each client involving all relevant stakeholders and ensuring technical feasibility.
• Develop various documents, materials, and reporting templates to facilitate the successful execution of each client’s data utilizing best practices, techniques, and standards
• Support the smooth execution of clients’ transparency data requirements, including managing custom data needs.
• Focus on bringing all necessary stakeholders across departments to address gaps and pain-points in data fulfillment and provide ongoing maintenance and support via client service or clients directly as necessary
• Proactively examine all data, processes, and technologies to evaluate the current state and critical problems for clients.

Your skills and experience that will help you excel

• Bachelor’s degree (Finance, Economics, or similar field a plus, but not required).
• 2-4 years of finance, accounting, or investment experience.
• Strong analytical, problem-solving, organizational, and interpersonal skills.
• Strong written and verbal communication skills.
• Portfolio analysis, performance measurement, or domain expertise in investment analytics a plus.
• Proficiency in Microsoft Excel a plus.
• Progress towards CFA, CAIA, CIPM, or FRM is a plus.
• Training, consulting, or client presentation experience a plus.

About MSCI

What we offer you

• Transparent compensation schemes and comprehensive employee benefits, tailored to your location, ensuring your financial security, health, and overall wellbeing.
• Flexible working arrangements, advanced technology, and collaborative workspaces.
• A culture of high performance and innovation where we experiment with new ideas and take responsibility for achieving results.
• A global network of talented colleagues, who inspire, support, and share their expertise to innovate and deliver for our clients.
• Global Orientation program to kickstart your journey, followed by access to our Learning@MSCI platform, LinkedIn Learning Pro and tailored learning opportunities for ongoing skills development.
• Multi-directional career paths that offer professional growth and development through new challenges, internal mobility and expanded roles.
• We actively nurture an environment that builds a sense of inclusion belonging and connection, including eight Employee Resource Groups. All Abilities, Asian Support Network, Black Leadership Network, Climate Action Network, Hola! MSCI, Pride & Allies, Women in Tech, and Women’s Leadership Forum.

At MSCI we are passionate about what we do, and we are inspired by our purpose – to power better investment decisions. You’ll be part of an industry-leading network of creative, curious, and entrepreneurial pioneers. This is a space where you can challenge yourself, set new standards and perform beyond expectations for yourself, our clients, and our industry.

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data, and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.

MSCI Inc. is an equal opportunity employer. It is the policy of the firm to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, creed, age, sex, gender, gender identity, sexual orientation, national origin, citizenship, disability, marital and civil partnership/union status, pregnancy (including unlawful discrimination on the basis of a legally protected parental leave), veteran status, or any other characteristic protected by law. MSCI is also committed to working with and providing reasonable accommodations to individuals with disabilities. If you are an individual with a disability and would like to request a reasonable accommodation for any part of the application process, please email [e-mail] and indicate the specifics of the assistance needed. Please note, this e-mail is intended only for individuals who are requesting a reasonable workplace accommodation; it is not intended for other inquiries.

To all recruitment agencies

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