Investment Reporting Analyst - Rosebank
Hire Resolve
Sandton, Gauteng
Permanent
Posted 17 June 2025
Job Details
Job Description
Position: Investment Reporting Analyst
Location: Rosebank, Johannesburg
Company: Financial Services Firm
Job Description:
Hire Resolve is seeking a talented and motivated Investment Reporting Analyst to join our client's esteemed team in Rosebank. The ideal candidate will have a strong background in finance and investment analysis, and be actively pursuing their CFA (Chartered Financial Analyst) designation.
Responsibilities:
- Perform daily, weekly, and monthly reporting on investment portfolios
- Analyze and interpret financial data to provide insights and recommendations to portfolio managers
- Prepare presentations and reports for client meetings and internal stakeholders
- Monitor and evaluate investment performance and risk metrics
- Collaborate with various internal teams to ensure accurate and timely reporting
- Stay up-to-date on market trends, regulatory changes, and industry developments
Qualifications:
- Bachelor's degree in finance, economics, or related field
- Actively pursuing CFA designation, with a strong understanding of investment principles and financial analysis
- 2-5 years of experience in investment analysis or reporting role
- Proficiency in Microsoft Excel and financial modeling tools
- Excellent communication and presentation skills
- Strong attention to detail and ability to work under tight deadlines
- Experience with Bloomberg and Morningstar is highly preferred
This is a fantastic opportunity for a driven individual looking to grow their career in investment reporting and analysis. If you meet the qualifications and are eager to further your skills in a dynamic and fast-paced environment, we encourage you to apply.
Apply:
Location: Rosebank, Johannesburg
Company: Financial Services Firm
Job Description:
Hire Resolve is seeking a talented and motivated Investment Reporting Analyst to join our client's esteemed team in Rosebank. The ideal candidate will have a strong background in finance and investment analysis, and be actively pursuing their CFA (Chartered Financial Analyst) designation.
Responsibilities:
- Perform daily, weekly, and monthly reporting on investment portfolios
- Analyze and interpret financial data to provide insights and recommendations to portfolio managers
- Prepare presentations and reports for client meetings and internal stakeholders
- Monitor and evaluate investment performance and risk metrics
- Collaborate with various internal teams to ensure accurate and timely reporting
- Stay up-to-date on market trends, regulatory changes, and industry developments
Qualifications:
- Bachelor's degree in finance, economics, or related field
- Actively pursuing CFA designation, with a strong understanding of investment principles and financial analysis
- 2-5 years of experience in investment analysis or reporting role
- Proficiency in Microsoft Excel and financial modeling tools
- Excellent communication and presentation skills
- Strong attention to detail and ability to work under tight deadlines
- Experience with Bloomberg and Morningstar is highly preferred
This is a fantastic opportunity for a driven individual looking to grow their career in investment reporting and analysis. If you meet the qualifications and are eager to further your skills in a dynamic and fast-paced environment, we encourage you to apply.
Apply:
- Send your CV to [email protected]
- Connect with Lidene Pienaar via LinkedIn today for more openings
- visit our website : www.hireresolve.za.com
