Senior Investment Reporting and Analytics Manager

Old Mutual Limited; Cape Town; Sur place; ZAR 1 200 000 - 2 000 000; Plein temps

Résumé du poste

Old Mutual Limited is seeking a seasoned manager to lead Symmetry’s investment reporting and analytics, ensuring accurate and timely client-focused information across reports, factsheets and presentations.

You will collaborate with Investments, Product, Client Service, Operations and Data teams to deliver reliable, scalable reporting and insightful analytics for clients and stakeholders.

Qualifications

• 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.
• Advanced Excel and PowerPoint skills.

Responsabilités

• 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.
• Coordinate resolution of data and reporting issues with Investments, Performance, Operations and Data teams.
• Lead the development of high-quality investment presentations for client report-backs and pitches.
• Lead and develop the investment reporting and presentation team.

Connaissances

Investment reporting

Data analysis

Stakeholder management

Presentation skills

Formation

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

Master’s degree (NQF Level 9)

CFA or CIPM advantageous

Outils

Advanced Excel

PowerPoint

Investment reporting platforms

Description du poste

Old Mutual Limited is seeking a seasoned manager to lead Symmetry’s investment reporting and analytics, ensuring accurate and timely client-focused information across reports, factsheets and presentations.

You will collaborate with Investments, Product, Client Service, Operations and Data teams to deliver reliable, scalable reporting and insightful analytics for clients and stakeholders.