Investment Reporting Specialist

4 days ago


Cape Town, Western Cape, South Africa Monocle Solutions Full time
About the Position

We are seeking an experienced Investment Reporting Specialist to join our team at Monocle Solutions. As a key member of our finance department, you will play a critical role in developing and maintaining finance reporting processes, focusing on key metrics for investments, life, and general insurance products.

Your primary responsibilities will include collaborating with business teams to gather and document reporting requirements, assisting in operational transformation initiatives, modernizing data capabilities, and reporting processes. Additionally, you will analyze financial data to identify trends and insights, and provide requirements specification and design new investment management and administration systems.

The successful candidate should have a degree, preferably with a postgraduate qualification, and 5+ years of relevant experience in the Investments industry in a similar role. A professional qualification in finance and risk management, such as CFA and/or FRM, is also essential. Experience in business systems implementation initiatives, good technical skills, including experience with tools such as SQL, SAS, Python, and Business Intelligence applications, is required.

As an Investment Reporting Specialist at Monocle Solutions, you will have the opportunity to work in a dynamic environment where no two days are the same. You will be part of a team that values collaboration, support, and social connection, fostering a space where everyone can flourish. We offer unparalleled growth and exposure, unique and vibrant company culture, ultra-competitive compensation, and unlimited training and development opportunities.



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