Strategic Financial Analyst for Investment Operations

2 weeks ago


Cape Town, Western Cape, South Africa Performability Recruitment Full time

As a key member of our dynamic team at Performability Recruitment, we're seeking a highly skilled Financial Investment Analyst to drive efficiency and accuracy in investment services.

We estimate the salary range for this role to be around £45,000 - £60,000 per annum based on industry standards and qualifications.

Job Description:

The successful candidate will play a crucial role in ensuring the smooth operation of our investment services. Key responsibilities include:

  • Accurate cost calculation and analysis, including error corrections, ad-hoc requests, and timely feedback on cost-related issues.
  • Data integrity checks, including PAYE variance checks, base cost verifications, and tax directive reconciliations.
  • Testing exercises, logging errors and bugs, and ensuring that systems and processes function as expected.
  • Investigating and resolving integration issues, data discrepancies, and system anomalies.
  • Analyzing financial data to identify trends, anomalies, and potential risks.
  • Contributing to process improvement initiatives to enhance efficiency and accuracy.

Required Skills and Qualifications:

  • Proven experience in investment and planning environments with a strong proficiency in LISP programming language.
  • In-depth knowledge of financial services products and regulations.
  • Advanced Excel skills, including SQL for data manipulation and analysis.
  • Strong analytical and problem-solving abilities, attention to detail, and accuracy.
  • Excellent communication and interpersonal skills with the ability to work independently and as part of a team.


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