Investment Reporting Manager: Data & Analytics

Old Mutual; Cape Town; On-site; ZAR 1,000,000 - 1,800,000; Full time

Job summary

Old Mutual in Cape Town seeks a Manager to lead Symmetry's investment reporting and analytics, ensuring accurate, timely delivery of performance data across reports, factsheets and client materials. You will manage the reporting and presentation team, partner with Investments, Data and Technology, and drive consistency and scalability in how investment information is communicated to clients.

The role demands 7–10 years of asset management experience, strong Excel/PowerPoint skills, and a robust

Qualifications

• Bachelor's degree in Investments, Finance, Economics, Accounting, Mathematics or a related field.
• CFA, CIPM or relevant postgraduate investment qualification advantageous.
• 7-10 years' experience in asset management, performance or investment reporting.

Responsibilities

• Own end-to-end delivery and quality of Symmetry's investment reporting across reports, factsheets, client presentations and bespoke material.
• Lead monthly and quarterly reporting, due diligence material, client and consultant reporting, and external distributions.
• Review and sign-off before external distribution; ensure accuracy, completeness and timely delivery.
• Drive consistency across reporting channels: benchmarks, performance, asset allocation, manager information and terminology.
• Take ownership of investment data used in client reporting; interrogate performance, holdings and exposure data.

Skills

Action Planning

Backlog Management

Change Management

Data Compilation

Executing Plans

Legal Practices

Occupational Safety and Health

Oral Communications

Organizational Design

Policies & Procedures

Professional Presentation

Project Budget Management

Project Delivery Management

Readiness Assessments

Education

Bachelor's degree in Investments, Finance, Economics, Accounting, Mathematics or a related field

Masters degree (NQF Level 9)

CFA or CIPM qualification advantageous

Tools

Advanced Excel

PowerPoint

Investment reporting platforms

Job description

Old Mutual in Cape Town seeks a Manager to lead Symmetry's investment reporting and analytics, ensuring accurate, timely delivery of performance data across reports, factsheets and client materials. You will manage the reporting and presentation team, partner with Investments, Data and Technology, and drive consistency and scalability in how investment information is communicated to clients.

The role demands 7–10 years of asset management experience, strong Excel/PowerPoint skills, and a robust