Vacancies at Burgiss

ABOUT THE GRADUATE PROGRAM:

As part of the Burgiss Graduate Programme, your primary function will be a Financial Data Analyst and you will be upskilled across several areas of Data Operations under a structured development programme to ensure you’re exposed to the multi-faceted aspects of data capture. The information gathered assists our institutional investor clients to better understand their complex portfolio composition as well as measure investment performance and risk.

Your journey will include processing and requesting of financial statements received from investment managers. You will learn how to perform research on private companies, analyze private capital reporting, and ultimately be responsible for the identification, aggregation, and capture of data. This is a great opportunity to join a vibrant, fast-growing, and dynamic team and help contribute to the gold standard of research-quality private capital data. After the 2-year graduate programme you would have gained valuable insights into the reporting of private equity fund transactional data as well as private company characteristics and financial statement metrics to become a well-rounded Financial Data Analyst who will be able to perform across various Data Operations teams.

KEY RESPONSIBILITIES:

• Follow established document and data processing policies and procedures
• Detailed review and analysis of private capital fund financial reporting and online resources to accurately identify relevant fund and company level financial data
• Capture, enhance and maintain large volumes of financial data
• Develop an in-depth understanding of fund valuations, capital flows, performance reporting methodologies, financial statement metrics and industry classification standards
• Perform audits and other quality control functions
• Effectively communicate details of reporting and compilation methodologies in response to client-directed requests

REQUIREMENTS:

• A final-year Post Graduate Commerce degree in Finance/Accounting/Economics (NQF 8+)
• Minimum grade-point average of 70% throughout university tenure
• Ability to handle multiple tasks, meet processing deadlines, and demonstrate flexibility with delivery of assignments
• Analytical thinking, organization efficiency, desire to improve processes and automate procedures
• Team player – ability to work well in a team, professional and respectful to colleagues
• Strong professional verbal and written communication in English

INTERESTED?

Please consider applying if this sounds like you!

HOW TO APPLY:

Submit the following documents onto BambooHR:

• Updated CV
• Academic transcript (All studies to date, including the mid-year results)
• Copy of your ID/ Valid work permit

THE PROCESS:

Step 1: Apply for the Graduate Program on BambooHR

Step 2: Your application will be reviewed by our screening panel. If your application is shortlisted, you will be invited to attend an interview and assessment at our office.

Step 3: Interview with panel and assessment to be conducted on scheduled date

Step 4: Successful candidates will be given feedback within 1 week of the interview on the status of their application.

Step 5: You will be contacted by our team regarding the final outcome of your application.   

BENEFITS:

• Full-time employment
• Competitive salary
• Medical aid, pension, and risk benefits
• Two-year structured programme which includes:
• Rotation across at least 4 Data Operations departments
• Enrolment into further educational programs such as CFA, CIPM or CAIA
• Personal development courses
• Leadership training

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About the role:

Burgiss Data Operations is looking to hire an experienced full-time Client Outreach Representative (x3) to assist the document management and client request processes. Responsibilities include preparing communication to be sent to clients for the purpose of gathering financial reports as well as informant regarding their portfolio. Additional responsibilities could include calling fund managers to gather missing information as well as matching data points across systems to ensuring system information is up to date.

Successful candidates will be professional, detail-oriented, knowledgeable in the field and have excellent written and verbal skills. This member will play a valuable role in a team effort to actively engage clients, provide feedback and ensure high level client satisfaction.

Key Responsibilities:

• Request missing information from clients adhering to established external archiving and outreach rules and policies
• Audit and approval of client requests
• Identify internally overlooked information prior to submitting a request
• Assist in responding to document-related requests sent by Manager Relations
• Create and update tracking excel files as well as other monitoring systems/databases
• Coordinate with team to ensure adherence to service level agreement are met
• Inform appropriate internal teams when information is received
• Retrieve, categorize and upload documents into an in-house document management repository system using specific classification and organization systems

Required Qualifications and Experience:

• Completed Diploma in relevant field 
• 2-years of hands-on client engagement /administrative/office support experience
• Experience and efficiency working in computer programs including MS Word, MS Excel and MS Outlook and other database applications (Knowledge of MS CRM is beneficial)

Required Skills & Attributes:

• Excellent communication skills- written and verbal (essential)
• Excellent organizational and problem-solving skills
• Detail oriented, analytical and inquisitive mindset
• Highly organized and self-disciplined
• High levels of focus and the ability to work with and accurately process large volumes of financial data
• Positive attitude and desire to learn

Life at Burgiss 

At Burgiss, you can expect: 

• Competitive salary
• Medical aid
• Pension enrolment
• Group risk benefits
• Employee Assistance Program
• Tuition reimbursement
• Fun social and engagement calendar
• Corporate socially responsible employer
• Possibility of working flexibly from home and office (after probation)