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Senior Associate

2 weeks ago

Cape Town, South Africa CA Financial Appointments Full time

An exciting opportunity exists with my client in Wealth Management as a Senior Associate - Client Reporting. This opportunity is for an individual with a degree in Investment Management / Accounting and experience within the Wealth Management or Fiduciary Industry

**Responsibilities**:

- Identify, collect and clean the available data to interpret data sets and design the appropriate extracts from various systems
- Coordinate and verify the information required for the preparation of Client investment report
- Collaborate with Portfolio Managers and Family Office relationship managers for the setup and on-boarding of clients onto our reporting platform
- Prepare reports including, investment reports, management information reports, tax reporting and other financial analyses within strict deadlines
- Deliver a superior online user experience through the provision of customized reporting content.

**Requirements**:

- B.Com qualification, preferably with Investment Management and / or Accounting specialisation
- Minimum 3-5 years working experience in Financial Services Industry, preferably within the Wealth Management or Fiduciary Industry