Client Reporting

**Responsibilities**: - Responsible for the production of Sustainability reports, Report Backs, Global Fund Quarterly Investment Reports, Strategy Investment reports and Client Reports - Managing the various key stakeholders to ensure input data is delivered within the agreed SLAs - Managing the various key stakeholders in the production workflow for...

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...

Role Purpose The position requires the individual to manage team members who are active in the compilation, review and dissemination of investment and regulatory reports via dedicated reporting systems and processes, taking responsibility in the administration of the systems and ensuring accurate and timeous delivery to clients, as well as have knowledge of...

The role of a Client Operations Reporting and Data Analyst is to service clients, invested via an Investment Management Agreement or equivalent, by providing agreed reporting within set deadlines. Each Client Operations and Data Analyst is expected to continually update procedures with a view to reduce risk, identify efficiencies in process, improve...

Client Insights & Reporting Specialist Role overview Social Places is seeking a Client Insights & Reporting Specialist to own the delivery of high-quality client-facing reports, presentations, and insights across our account management portfolio. This role blends strong analytical capability, compelling storytelling, and design sensibility to transform...

**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables businesses and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings,...

Introduction A large, leading shelving, racking and shopfitting manufacturer is seeking an experienced Regional Sales Consultant. Duties & Responsibilities Key Responsibilities: Establishes and maintains long-term, profitable, business relationships with existing key clients. Coordinates and collaborates with sales team and other relevant departments....

A finance consultancy in Cape Town is looking for a detail-oriented Financial Accountant at an Associate Level to manage client portfolios and ensure compliance in financial reporting. The ideal candidate will have a BCom or Honours degree in Accounting and some experience in an accounting firm, along with a solid understanding of accounting principles. This...

**Job Overview**: - **Application Deadline**: 2 January 2026 - **Job Location**: Cape Town, Western Cape - **Job Title**: Report Writer - **Education Level**: Certificate - **Job Level**: Intermediate - **Minimum Experience**: 3 - 5 Years **Report Writer job vacancy in Wynberg, Cape Town.**: Do you have strong communication skills, interpreting data and...

Report Writer job vacancy in Wynberg, Cape Town. Do you have strong communication skills, interpreting data and translating it into clear, compelling reports and presentations? Our Wynberg-based client is expanding their team and is seeking a skilled Report Writer to translate market research findings into clear, insightful reports. You will be responsible...