The Role
Design, build, and maintain interactive BI dashboards and reports for investment, risk, and operations teams; track portfolio performance and risk metrics; automate reporting and improve data pipelines; partner with IT and investment professionals to translate requirements into technical solutions; perform targeted investment and market analyses.
Summary Generated by Built In
This is a remote position.
Location: Cape Town | Work Type: Hybrid / Remote | Job ID: J107248 | Contract Duration: 12 months (renewable)
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. You are welcome to go into the office daily or to take advantage of their hybrid in-office / remote benefit. This company places significant investment in employee wellness, their benefits which are on top of generous basic salaries, are industry leading in their generosity. Our client is large, offering fantastic career development opportunities but also very dynamic, they track as many metrics as possible in order to continuously improve - they spare no expense on the tools to do so. Automation, AI and R&D are pillars of their business framework which ensures you should never be at risk of falling behind or getting stuck working with old legacy software. Culturally they are very cosmopolitan and diverse, you will be working with the best globally.
What you will be doing:
- Designing, building, and maintaining interactive BI dashboards and reports for investment, risk, and operations teams.
- Tracking portfolio performance, cash flows, and credit risk metrics via data-driven insights.
- Improving reporting speed, accuracy, and transparency by automating recurring processes.
- Maintaining data accuracy while partnering with IT/engineering to optimize pipelines and working with investment professionals to turn requirements into technical solutions.
- Conducting specific analyses to address investment, market, and performance questions.
What our client is looking for:
- Advanced skills in BI tools (Power BI, Tableau, or Qlik), strong SQL capabilities, data modeling expertise, ETL workflow experience, and advanced Excel skills (including Power Query/VBA).
- Experience with Snowflake is considered an advantage.
- An analytical, detail-oriented self-starter who can effectively communicate complex technical concepts to non-technical stakeholders and manage multiple priorities.
For a more comprehensive list of opportunities that we have on offer, do visit our website - https://www.parvana.co.uk/careers
Requirements
Investment Advisory, Business Intelligence, Dashboards, SQL, ETL, Power BI, Tableau, Financial Reporting, Asset Management, Automation, Data Analytics
Skills Required
- Advanced skills in BI tools (Power BI, Tableau, or Qlik)
- Strong SQL capabilities
- Data modeling expertise
- ETL workflow experience
- Advanced Excel skills including Power Query and VBA
- Relevant Bachelor's degree (Finance, Economics, Data Science, Engineering)
- 5+ years experience in BI, data analytics, or investment operations
- Proficiency interpreting financial statements and portfolio data
- Experience with Snowflake
- Familiarity with asset management strategies and full investment lifecycle
- Ability to communicate complex technical concepts to non-technical stakeholders and manage priorities
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The Company
What We Do
Parvana is an IT recruitment agency specializing in connecting top tech talent with leading companies in South Africa and the UK, focusing on software development, finance, and telecommunications.
