Investment Client Reporting Specialist at The Talent Expert

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.