Technical Data Analyst (Portfolio Monitoring)

About the role

A global investment advisory firm focused on long-term value creation through investment strategies is hiring a Technical Data Analyst (Portfolio Monitoring) in Cape Town. The role supports monthly financial and valuation submissions and works closely with deal teams, Data & Analytics and Data Platform teams.

Key responsibilities

• Support monthly financial and valuation submissions using Chronograph and 73 Strings, ensuring accuracy and consistency with deal teams.
• Produce timely and accurate insights using Excel, Power Query and other tools, leveraging Chronograph and 73 Strings for data consistency and automation.
• Maintain and enhance datasets, ensuring accuracy, governance and alignment with the firm's data architecture.
• Partner with Data & Analytics and Data Platform teams to improve integrations across systems such as Snowflake, dbt and PowerBI.
• Contribute to digital transformation by identifying process efficiencies and automation opportunities, taking part in cross-functional data initiatives and promoting continuous learning.

Required profile

• Relevant tertiary qualification beneficial (e.g. Computer Science, Information Systems, Accounting).
• Minimum of 3 years of relevant experience.
• Background in Alternative Investments or Financial Services preferred.
• Experience implementing or maintaining data systems or new business processes.

Required skills

• SQL and Excel.
• Portfolio monitoring software such as Chronograph, eFront PM or iLEVEL.
• Familiarity with Python, dbt, GitHub, Jira, Notion, PowerBI or PowerPlatform.