Ready to drive impactful investment reporting with a global financial leader?

Is this you?
You have a knack for interpreting complex data, a strong background in financial services and excel in managing priorities under pressure.

What you'll be doing (and why you'll enjoy it)
In this role, you'll be assisting the Line Manager in crafting and delivering bespoke investment reports on a monthly and quarterly basis. You will collect, clean, and interpret data from various systems to design accurate reports, collaborating closely with Portfolio Managers and Family Office Relationship Managers for client onboarding. Your responsibilities include preparing a range of reports, including investment, management information, and tax reporting, all while adhering to strict deadlines.

Where you'll be doing it
You'll be joining a renowned wealth management firm with a global presence and a commitment to delivering exceptional client service. With a focus on innovation, collaboration, and continuous improvement, they offer a supportive work environment where employees are empowered to thrive. You'll be based in professional offices based in Cape Town CBD with a hybrid working model.

What you'll need
To succeed in this role, you need to have a completed Bachelor's degree in Commerce, ideally with a focus on Investment Management or Accounting. You should have 3 years of experience in the financial services industry, preferably within wealth management or fiduciary services where you have focused on client reporting. Proficiency in Microsoft Office, especially advanced Excel, along with a solid understanding of investment accounting, is essential. Your strong numerical and analytical skills, combined with excellent communication and problem-solving abilities, will be key to your success.

What you'll get
In addition to a competitive salary, you'll get to join a team of industry leaders. Enjoy a challenging role that allows you to make a significant impact while working in a supportive and dynamic environment.

How to apply

For a confidential discussion please contact Claudette on [Phone Number Removed]; or send your CV to c (dot) [Email Address Removed]

We appreciate that your CV might not be fully up to date. No problem just send us what you have.

We do respond to everyone! Just give us a few days to work through your application.

Desired Skills:

• Numerical and analytical skills
• Excellent communication skills

Desired Work Experience:

• 2 to 5 years

Desired Qualification Level:

• Degree