BI Reporting Analyst (Investment)

Parvana Strategic Sourcing

  • Cape Town, Western Cape
  • Permanent
  • Full-time
  • 7 days ago
Job Description :About our client:Our client is a global investment advisory firm focusing on long-term value creation through investment strategies. They work with a diverse group of institutional partners and pride themselves on their collaborative, sustainable, inclusive culture and performance.What you will be doing:
  • Design, build, and maintain interactive BI dashboards and reports to support key business teams (investment, risk, and operations).
  • Automate recurring reporting processes to improve accuracy and speed, while consistently maintaining data accuracy and integrity.
  • Work closely with IT, data engineering teams, and business analysts to optimize data pipelines and translate business requirements into technical solutions.
  • Monitor critical metrics like portfolio performance, cash flows, and credit risk, and provide data-driven insights to support decision-making.
  • Conduct ad-hoc analysis to answer business-related questions regarding investment, performance, and market trends.
What our client is looking for:
  • A relevant tertiary degree would be beneficial (Finance, Economics, Data Science, etc.)
  • A minimum of 2-5 years of experience in BI, data analytics, or investment operations, preferably within private credit, private equity, or asset management.
  • Advanced proficiency in BI tools like Power BI, Tableau, or Qlik, coupled with strong SQL querying skills for complex data.
  • A solid understanding of data warehouse concepts (star schema, snowflake schema) and hands-on experience with ETL processes and tools.
  • Strong knowledge of asset management, investment strategies, and financial performance metrics.
  • The ability to interpret data from various financial sources and use strong Excel skills (including Power Query and VBA) for analysis.
  • A proven ability to solve problems and a strong analytical mindset to drive business outcomes.
Job ID:
  • J107013
For a more comprehensive list of opportunities that we have on offer, do visit our website -RequirementsReporting Analyst, BI, Data Analytics, Investment Operations, Private Credit, Private Equity, Asset Management, Power BI, Tableau, SQL, ETL, Financial Performance Metrics

Parvana Strategic Sourcing

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