Manager: Investment Reporting
Old Mutual
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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
Education
Tools
Job description
To lead Symmetry's investment reporting and analytics capability and take overall accountability for the quality, consistency and timely delivery of investment information provided to clients, consultants, distribution partners and the market. The role is responsible for ensuring that performance, benchmark, portfolio, holdings and other investment data is appropriately interrogated and accurately represented across reports, factsheets, presentations and other client-facing material.
The Manager leads the reporting and presentation team and works closely with Investments, Product, Client Service, Operations, Data and Technology to ensure Symmetry's investment reporting is reliable, insightful and scalable.
- Own the end-to-end delivery and quality of Symmetry's investment reporting.
- Oversee monthly and quarterly reports, factsheets, client presentations, consultant reporting, due diligence material, new business presentations and bespoke reporting.
- Ensure appropriate review and sign-off takes place before investment information is distributed externally.
- Ensure information is accurate, complete, consistent and delivered within agreed timelines.
- Drive consistency across reporting channels, including portfolio names, benchmarks, performance, asset allocation, manager information, graphics and investment terminology.
- Take ownership of the investment data used in client reporting and external communications.
- Interrogate performance, benchmark, holdings, portfolio and exposure data and assess the reasonableness of reported outcomes.
- Identify and investigate anomalies, inconsistencies and unexpected results.
- Coordinate resolution of data and reporting issues with Investments, Performance, Operations and Data teams.
- Support the interpretation of portfolio and performance information for clients and internal stakeholders.
- Lead the development of high-quality investment presentations for client report-backs, pitches and due diligence engagements.
- Ensure presentations and supporting material accurately reflect the relevant investment solution and are consistent with formal reporting.
- Oversee reporting support for client meetings, including preparation, pre-briefing and follow-up of reporting-related actions.
- Act as a senior escalation point for investment reporting and data queries.
- Lead and develop the investment reporting and presentation team.
- Establish clear accountability for reporting deliverables, quality standards and deadlines.
- Ensure key reporting processes, controls and procedures are documented and consistently applied.
- Monitor reporting errors, rework, missed deadlines and recurring issues and drive corrective action.
- Build a team culture that understands and challenges the investment information being reported rather than simply producing reports.
- Identify opportunities to improve reporting quality, client experience and operational efficiency.
- Reduce unnecessary manual intervention and duplication across reporting processes.
- Partner with Data and Technology teams to improve reporting tools, data quality and automation.
- Ensure reporting requirements are considered when new investment solutions or client propositions are developed.
- Bachelor's degree in Investments, Finance, Economics, Accounting, Mathematics or a related field.
- CFA, CIPM or a relevant postgraduate investment qualification would be advantageous.
- 7-10 years' relevant experience in asset management, multi-management, investment consulting, performance or investment reporting.
- Strong experience in institutional or investment client reporting.
- Experience analysing investment performance, benchmarks and portfolio data.
- Experience producing or overseeing high-quality client presentations and investment material.
- Strong understanding of investment markets, asset classes, portfolio structures and performance reporting.
- Strong analytical and numerical capability with the ability to interrogate and challenge investment data.
- Advanced Excel and strong PowerPoint skills.
- Experience with investment reporting, performance or portfolio data platforms.
- Understanding of data quality, reporting controls and reconciliation processes.
- Exposure to reporting automation and analytical tools would be advantageous.
- Strong ownership and accountability.
- Excellent attention to detail and analytical judgement.
- Ability to identify when reported investment information does not make sense.
- Strong stakeholder management and communication skills.
- Ability to challenge constructively and drive issues to resolution.
- Strong planning and deadline management.
- Client-focused with a strong appreciation of the reputational importance of investment reporting.
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
Builds Effective TeamsCommunicates EffectivelyCustomer FocusDirects WorkDrives EngagementDrives ResultsEnsures AccountabilityFinancial Acumen
NQF Level 9 - Masters
29 October 2026 , 23:59
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