Location

  • Cape Town, South Africa

Required Qualifications

  • Undergraduate degree with a financial focus or strong maths or stats skills
  • Honours preferred

Experience

  • Two years of portfolio analytics reporting services in relation to financial services preferably in the institutional client space
  • Someone who has some experience managing staff previously

Reports To

  • Operations Team Leader
  • Providing portfolio analytics reporting services in relation to institutional clients
  • Providing a supporting service to the Analysts, Client Service Managers, Consultants and other Solutions teams
  • Pays attention to detail
  • Safeguards integrity of sensitive client data
  • Deals with large quantities of portfolio and market data
  • Understanding of portfolio and instrument level information
  • Quick learner
  • Interest in financial services
  • Strong analytical skills
  • Good time management, and able to manage deadlines
  • Able to work under pressure
  • Understands industry trends
  • Communicates clearly and politely, both verbally and in writing
  • Able to work independently but also be a team player
  • Uses initiative, is pro-active and possesses problem solving skills
  • Willing to put in long hours when needed
  • Decision-making skills
  • Leadership skills
  • Monthly retrieval, validation, reconciliation, analysis and preparation of data
  • Data interrogation and analysis
  • Client report generation
  • Checking of reports generated by other Analysts
  • Interpretation and analysis of report results
  • Submission of reports to clients
  • Communication with clients and responding to report queries
  • Ad hoc analyses
  • Manual recalculation of some statistics
  • Management of deliverables and the response of report queries by other Analysts
  • Ensuring the timely submission of deliverables to clients by other Analysts
  • Delegating tasks and setting deadlines
  • Answers team member questions, helps with team member problems, and oversees team member work for quality and guidance compliance
  • Performance management of team members, and conducting the preformance reviews
  • Oversee the day-to-day operations
  • Two years of portfolio analytics reporting services in relation to financial services preferably in the institutional client space
  • Undergraduate degree with a financial focus or strong maths or stats skills.
  • Honours preferred
  • Someone who has some experience managing staff prevously
  • Research and Development team
  • Data Management team
  • Client Services Management team
  • Consulting team
  • Other Solutions and Invest teams members
  • Other RisCura staff
  • Market-related salary

What We're About

It’s impossible to build a culture based on innovation, world-leading expertise and uniquely smart thinking without bringing together a very special group of human beings.

Discover what it takes to be a RisCurian here.

Our company values guide us at every turn

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We get things DONE.

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We are always LEARNING.

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We think SMART.

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We act with INTEGRITY.

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We put our CLIENTS FIRST.

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We RESPECT each other.

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We strive for NO ERROR.

Work hard,
play hard

Staff Socials

 

Massages

 

Bonuses & incentives

 

Staff lunches

 

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