Investment Reporting & Analytics Lead

oldmutual; Cape Town; On-site; ZAR 1,200,000 - 1,800,000; Full time

Job summary

Old Mutual in Cape Town is seeking a Senior Manager to lead Symmetry's investment reporting and analytics, owning end-to-end delivery of quality investment data for clients, consultants, and markets. You will collaborate with Investments, Product, Client Service, Operations, Data and Technology to ensure reliable and scalable reporting.

The role emphasizes overseeing reports, factsheets, and client presentations, driving consistency, interrogating performance and portfolio data, and mentoring

Qualifications

• Bachelor's degree in finance-related field required.
• CFA or CIPM certification advantageous.
• 7–10 years in asset management or investment reporting.

Responsibilities

• Own end-to-end delivery and quality of investment reporting.
• Oversee monthly/quarterly reports, factsheets and client presentations.
• Lead and develop the investment reporting and presentation team.
• Ensure data accuracy and consistency across reporting channels.

Skills

Investment reporting

Portfolio data analysis

Data quality

Stakeholder management

Analytical thinking

Attention to detail

Numerical capability

Communication skills

Problem solving

Interrogation of data

Education

Bachelor's degree in Investments/Finance/Economics/Accounting/Mathematics

CFA or CIPM or related postgraduate investment qualification

Tools

Microsoft Excel

PowerPoint

Job description

Old Mutual in Cape Town is seeking a Senior Manager to lead Symmetry's investment reporting and analytics, owning end-to-end delivery of quality investment data for clients, consultants, and markets. You will collaborate with Investments, Product, Client Service, Operations, Data and Technology to ensure reliable and scalable reporting.

The role emphasizes overseeing reports, factsheets, and client presentations, driving consistency, interrogating performance and portfolio data, and mentoring