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  • Posted: May 21, 2021
    Deadline: Not specified
  • Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One. Today the firm offers distinctive active strategies across equities, fixed income, multi-asset and alternat...
    Read more about this company


    Client Operations Reporting and Data Analyst

    Job Overview
    The role as a Client Operations Reporting and Data Analyst focuses on the timely and accurate production of Client Reportbacks and Global

    Quarterly Investment Reports.

    • The production of Reportbacks and other client reporting
    • The production of Global Fund QIRs and SQRs on a quarterly basis
    • The production of client reports on a periodic and adhoc basis within timeframes
    • The successful applicant will be able to manage a high volume workflow, prioritising client deadline work and liaising with a range of internal stakeholders at all levels to produce high quality Presentations.

    Key Responsibilities

    • Managing the various key stakeholders to ensure Reportback input data is delivered within the internally agreed SLAs
    • Managing the various key stakeholders in the production workflow for Reportback and QIR reviews to ensure sign off ahead of client deadlines
    • Investigating and resolving data issues raised with regards to Reportback and QIRs during the production cycle
    • Providing production and delivery stats to the business in order to track efficiency
    • Ensuring the implementation of approved change requests for Reportback and QIRs
    • Working closely with the presentations team to coordinate any changes that reflect in the reports
    • Working closely with the product owners to coordinate any automation process and implement further automation required
    • Assisting in projects and business initiatives when required
    • Ensure team members are appropriately cross-trained and there is a backup for each task
    • Continually update procedures with a view to reduce risk, identify efficiencies in process, improve efficiency and accommodate change to strategies, client demands, or in response to industry change
    • Proactive and effective communication with team colleagues globally
    • Ensure excellent internal and external client servicing by responding promptly and appropriately to queries
    • Maintain a consistently professional and value-add approach

    Candidate Requirements
    Technical Knowledge and Experience:

    • Relevant degree
    • Minimum 2 years financial industry experience

    System Skills:

    • VBA / MS Office tool development (Advanced)
    • SQL (SQL Server) (Advanced)
    • Seismic (Desirable) or other content-management tools
    • MS PowerPoint (Advanced) including linked slides and Excel objects
    • MS Excel (Advanced)
    • Experience of formatting documents to Corporate style
    • Working with complex datasets

    Personal Attributes:

    • Insert Diligent
    • Attention to detail
    • Motivated and proactive
    • Organised and methodical
    • Calm under pressure
    • Confident to ask questions

    Method of Application

    Interested and qualified? Go to Ninety One on to apply

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

  • Send your application

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