Technical Reporting Analyst (AI) – 12‑Month Fixed‑Term Contract
DataFin IT Recruitment · Cape Town
Job description
About the role
We are seeking a results‑driven Technical Reporting Analyst with hands‑on experience in AI platforms to support a leading independent asset management firm. The analyst will deliver timely client reports, maintain audit‑ready records, and continuously improve reporting processes.
Key responsibilities
- Coordinate, produce and validate daily, weekly, monthly, quarterly and annual reports, valuations and ad‑hoc client deliverables.
- Generate quarter‑end analysis and statistical data for internal and client use.
- Maintain audit logs of report distribution and support client operations administration.
- Liaise with Client Managers, Portfolio Managers, Performance and Attribution teams.
- Keep Salesforce data up‑to‑date and assist Transition Managers with new client onboarding and restructures.
Required profile
- A relevant degree; investment‑management certification is a plus.
- Minimum two years of industry or operations experience in financial markets.
- Strong knowledge of financial instruments and products.
- Demonstrated ability to use AI tools to optimise workflows.
Required skills
- Intermediate to advanced proficiency in Microsoft Excel.
- Proficiency in Microsoft PowerPoint.
- Experience with AI platforms and tools for workflow optimisation.
- Exposure to Power BI and SQL or similar programming languages.
- Working knowledge of Salesforce.
What we offer
- 12‑month fixed‑term contract with a reputable asset‑management client.
- Opportunity to apply AI technologies in a finance‑focused environment.
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Published 1 month ago
Expires 4 days from now
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DataFin IT Recruitment
Cape Town
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