Hybrid Senior Portfolio Insights & Analytics Associate

Parvana; Cape Town; Hybrid; ZAR 900,000 - 1,100,000; Full time

Job summary

Parvana is seeking a Portfolio Intelligence Associate (Senior) in Cape Town to support monthly and quarterly portfolio monitoring, reporting, and onboarding processes. The role emphasizes accuracy in financial statements, data integrity, and collaboration with deal teams.

The position offers hybrid in-office/remote work, generous base compensation, and extensive career development opportunities within a cosmopolitan, global investment advisory environment.

Qualifications

• Strong analytical and numerical skills with high attention to detail.
• Proficiency in Excel and handling large financial datasets.
• Excellent written and verbal communication for collaboration.

Responsibilities

• Support monthly and quarterly portfolio monitoring, flash reporting, and template maintenance.
• Review and reconcile portfolio company financial statements (P&L, Balance Sheet, Cash Flow) against budgets, forecasts, and prior periods.
• Prepare Excel and Sigma reports ensuring high data accuracy and control standards.
• Assist with onboarding new portfolio companies and mapping accounts into standardized templates.
• Liaise with deal teams and portfolio management to resolve financial queries and support monthly valuations.
• Own routine validation processes and elevate complex accounting, modeling, or data issues when necessary.

Skills

Analytical thinking

Numerical skills

Attention to detail

Communication

Time management

Tools

Excel

Job description

Parvana is seeking a Portfolio Intelligence Associate (Senior) in Cape Town to support monthly and quarterly portfolio monitoring, reporting, and onboarding processes. The role emphasizes accuracy in financial statements, data integrity, and collaboration with deal teams.

The position offers hybrid in-office/remote work, generous base compensation, and extensive career development opportunities within a cosmopolitan, global investment advisory environment.