Investment Analyst – Reporting

Network Recruitment; Johannesburg; On-site; ZAR 400,000 - 600,000; Full time

Job summary

A leading financial services company is seeking an Investment Analyst – Reporting in Johannesburg. This role involves managing performance and compliance reporting, designing investment reporting processes, and collaborating on software development. Ideal candidates have a degree in relevant fields and possess strong analytical and problem-solving skills.

Qualifications

• 2–5 years' experience in investment performance and reporting.
• Familiarity with investment accounting and analytics platforms.
• Ability to work independently and collaboratively under tight deadlines.

Responsibilities

• Manage performance, risk, and compliance reporting for clients.
• Design and automate investment reporting processes.
• Produce client performance reports on a monthly and quarterly basis.

Skills

Analytical skills

Problem-solving skills

Communication skills

Time management

Education

Degree in Investments, Statistics, Economics, Mathematics

CFA qualification

Tools

Microsoft Excel

Investment accounting and analytics platforms

Bloomberg

Morningstar Direct

Style Analytics

Job description

Now Hiring: Investment Analyst – Reporting

Location: Rosebank, Gauteng

Full-Time | Reporting to: Head of Quantitative Research

A dynamic opportunity has opened up for a highly analytical and detail-oriented Investment Analyst – Reporting to join a high-performing team within a leading financial services environment. If you thrive in data-driven settings and enjoy transforming complex investment information into insightful reports, this role is for you.

Key Responsibilities:

• Manage performance, risk, and compliance reporting for clients.
• Design and automate investment reporting processes.
• Capture and analyse performance data across internal systems.
• Produce client performance reports on a monthly and quarterly basis.
• Prepare Regulation 28 and Annexure B compliance reports.
• Provide timely market summaries and economic data to clients.
• Collaborate on software development for improved analytical tools.
• Support quantitative analysis and provide insights to investment teams.
• Assist with onboarding new clients from a reporting perspective.
• Ensure accuracy through quality assurance checks.

Requirements:

• Degree in Investments, Statistics, Economics, Mathematics, or related field.
• CFA qualification or currently studying towards it preferred.
• 2–5 years' experience in investment performance, risk measurement, and reporting.
• Proficiency in Microsoft Excel (macros/VBA an advantage).
• Familiarity with investment accounting and analytics platforms.
• Strong communication, problem-solving, and time management skills.
• Ability to work independently and collaboratively under tight deadlines.

Preferred:

• Experience in the investment or pension fund industry.
• Exposure to Bloomberg, Morningstar Direct, or Style Analytics.
• Strong interest in financial markets, policy, and economic trends.

How to Apply:

If you meet the above requirements, please send your resume DIRECTLY to: [e-mail]

For more finance jobs, please visit our website: www.networkrecruitmentinternational.com

If there is no reply within two weeks, please assume that your application for the vacancy was unsuccessful. Your profile will be kept on our database for any other suitable roles / positions.

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