Investment Analyst – Reporting

Johannesburg, Gauteng, South Africa

Job Description

Job Summary Job Title: Investment Analyst - Reporting
Location: Gauteng
Physical Address: 114 Oxford Road, Rosebank
Reports To: Head of Quantitative Research
Hire Resolve's Client is seeking to hire a Investment Analyst to join their team in Rosebank. The Investment Analyst - Reporting is responsible for producing accurate and timely investment performance, risk, and compliance reports. The role involves maintaining and improving reporting systems and processes, supporting the investment team with quantitative analysis, and ensuring clients receive high-quality performance insights. The ideal candidate will possess strong analytical skills, a deep interest in financial markets, and the ability to work under pressure while managing multiple priorities.
Key Responsibilities:

  • Oversee the preparation and delivery of investment performance, risk, and compliance reports as part of a team of investment professionals.
  • Continuously review, enhance, and automate reporting processes related to performance and compliance.
  • Maintain and update performance data within relevant databases.
  • Evaluate investment models and ensure accuracy of client reporting data.
  • Design, calculate, analyse, and distribute monthly and quarterly client performance reports.
  • Prepare Regulation 28 and Annexure B compliance reports on a regular basis.
  • Compile and circulate summarised market information for clients and internal stakeholders daily, monthly, and quarterly.
  • Assemble and present economic, risk-return, and organisational data in support of client reporting and team presentations.
  • Manage performance reporting processes for onboarding new clients.
  • Conduct data quality assurance checks.
  • Assist with quantitative analysis projects as required.
  • Recommend or define appropriate model specifications and data collection methods.
  • Document reporting and system requirements for development use.
  • Collaborate with developers on the design, testing, and refinement of new analytical tools to meet business and user requirements.
  • Provide general quantitative support across the investment team
Minimum Requirements:
  • Bachelor's degree in Investments, Economics, Statistics, Mathematics, or related field. CFA Charter or progression towards the designation is advantageous.
  • 2-5 years of relevant experience involving investment performance and risk measurement, calculations, and analysis.
  • Strong analytical thinking and problem-solving skills.
  • Excellent communication skills, both written and verbal.
  • Proficiency in Microsoft Excel and the broader Microsoft Office suite.
  • Experience with investment accounting, administration, and reporting.
  • Familiarity with performance and risk measurement standards or a strong willingness to learn.
  • Ability to work independently and collaboratively across multiple projects and under tight deadlines.
  • High attention to detail and ability to deliver accurate work under pressure.
  • Keen interest in financial markets, economic trends, and investment practices.
  • Experience with tools like Bloomberg and Morningstar Direct is highly desirable.
Remuneration:
  • Market-related, based on qualifications and experience.
Looking for a Career Move?
Contact Hire Resolve:
Our client is offering a competitive salary for the Investment Analyst - Reporting role (based on experience).
  • Apply now at
or email your CV to . * For direct enquiries, contact Kay-Leen du Preez at kay-leen.dupreez@hireresolve.us.
  • Subject line: Investment Analyst - Reporting
If you're a match, we'll call you within 3 days. If not, we'll keep your CV on file for future roles.
Hire Resolve
IT/Computer
Recruiter
About
Specialists in Civil, Structural, Mechanical Engineering, Information Technology, Mining, Manufacturing and Finance Careers! Hire Resolve is one of the larger and more agile South African recruitment companies that focus on placing professionals and skilled people in permanent employment and contract employment. We prefer and focus on working with top quality professionals and candidates in South Africa and Africa. Hire Resolve has successfully placed Engineering, Mining, IT, Manufacturing and Finance professionals with top firms across the Western Cape, Eastern Cape, KwaZulu Natal, Gauteng and in Africa. Hire Resolve has assisted candidates to find jobs at over 100 JSE listed companies of which many are global companies with offices and operations in South Africa and Africa. It is for this reason that we are well respected in the industries we operate in and in the recruitment industry.

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Job Detail

  • Job Id
    JD1445452
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Johannesburg, Gauteng, South Africa
  • Education
    Not mentioned