Global Portfolio Data Analyst – Insights & Reporting

Parvana; Cape Town; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A global investment firm in Cape Town seeks a Data Analyst to manage substantial portfolio data, ensuring high integrity and accuracy. The role involves analyzing data for client reporting, requiring strong skills in SQL, Excel, and Power BI. Candidates should hold an undergraduate degree in a quantitative field and demonstrate effective communication skills. A keen interest in financial services and the ability to meet deadlines in a high-pressure environment are essential. This position offers an opportunity to contribute to innovative investment solutions.

Qualifications

• 1 - 2 years of relevant experience.
• Demonstrates attention to detail and client data integrity.
• Communication skills for interacting with clients.

Responsibilities

• Manage work deliverables and plans effectively.
• Handle substantial market data daily.
• Analyze data for client reports and insights.
• Ensure integrity of sensitive client data.

Skills

Portfolio Data Analysis

Client Reporting

SQL

Excel

Power BI

Data Integrity

Complex Reconciliation

Initiative

Time Management

Education

Undergraduate degree in Statistics, Mathematics, Computer Science or finance

Honours degree preferred

Job description

A global investment firm in Cape Town seeks a Data Analyst to manage substantial portfolio data, ensuring high integrity and accuracy. The role involves analyzing data for client reporting, requiring strong skills in SQL, Excel, and Power BI. Candidates should hold an undergraduate degree in a quantitative field and demonstrate effective communication skills. A keen interest in financial services and the ability to meet deadlines in a high-pressure environment are essential. This position offers an opportunity to contribute to innovative investment solutions.