Vacancies

Client Reporting Analyst (Prescient Investment Management)

Reporting line

Operations Manager

Location

Steenberg, Tokai

Business Unit

Prescient Investment Management

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The Client Reporting Analyst will play an integral part in the client reporting automation project team to deliver an automated client reporting solution, and drive the development, production, and delivery of client reporting. This critical role requires someone passionate about client service delivery and data. You will apply your knowledge and experience of the asset management client reporting process to improve the client experience..

DUTIES & RESPONSIBILITIES

Drive the development and execution of client reporting efficiencies/systems.
Data analysis, implementation, and end user testing for the automated client reporting project
Oversee the timely and accurate production and delivery of all client reporting, including standard client reporting, regulatory reporting, and bespoke client reporting.
Oversight and review of administrator reporting.
Managing the various key stakeholders in the production workflow to ensure input data and commentary is delivered in a timely and accurate manner for all client reporting.
Analyze and identify any discrepancies or issues with reported data.
To contribute to excellent client service, manage the process of investigating and resolving any discrepancies or issues that are identified.
Ensure the implementation of approved Change Requests

REQUIRED EXPERIENCE

3 to 5 years’ experience in Asset Management industry with a specific focus on, and experience in, the end-to end Client Reporting production and delivery process.
Experience in Data analysis and working with data
Project management / co-ordination advantageous

REQUIRED QUALIFICATIONS

Relevant Tertiary Qualification (BCom Accounting, Finance, Investments) required
Strong Excel skills essential
Programming skills would be a strong advantage (Python and SQL)

KEY COMPETENCIES

Strong systems and automation focus
Strong communication skills
Outstanding organizational skills
Aptitude in decision-making and problem-solving
Positive team player, able to work in a collaborative team environment
Strong work ethic, self-motivated
Strong stakeholder management ability
Flexible, with a structured work style
Excellent attention to detail
Ability to meet deadlines in a very pressurised environment

WHY THIS ROLE?

This is an exciting position, offering excellent exposure and challenge, to apply your client reporting experience and data analysis skills to improve the client experience. You will be joining an entrepreneurial and nimble environment where ideas and solutions to obstacles are always encouraged.

INTERESTED? APPLY NOW

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By applying for a role at Prescient, you explicitly acknowledge and understand, that we, our appointed third-party service providers whom we utilise to facilitate requisite background checks, verifications and screenings, will collect and process your personal information. For more information on the type of data that we will collect and process, either in-house or by our third party appointed service providers, please click here to access our Group Data Privacy Policy. Retention of your personal information is governed by the Prescient Retention Policy.

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