Paraplanner / Junior Investment Analyst | Sandton

SUMMARY:
Paraplanner / Junior Investment Analyst | Sandton

POSITION INFO:

Paraplanner / Junior Investment Analyst | Sandton

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Are you a data-driven investment professional who thrives at the intersection of finance, data, and technology? I am currently recruiting for a highly analytical Paraplanner / Junior Investment Analyst to join a premier Wealth Management firm.

This isn''t just a reporting role, it’s an opportunity to leverage AI-driven tools and automation to shape the future of investment reporting and portfolio analysis.

Portfolio Intelligence: Prepare and enhance investment reporting packs, analyzing performance, risk metrics, and asset allocation across equities, fixed income, and alternatives.

Data Mastery: Perform rigorous data validation and reconciliation to ensure 100% accuracy in client reporting.

Innovation: Maintain and improve automated workflows, dashboards (Power BI), and AI tools to drive practice-wide efficiency.


What You Bring

Education: A tertiary qualification in Finance, Investments, Economics, or Accounting.

Experience: Proven background in paraplanning, investment analysis, or portfolio reporting.

Technical Edge: Advanced Excel skills are essential; experience with Power BI, SQL, or AI-enabled automation will set you apart.

Mindset: A detail-oriented, solution-focused approach with a deep understanding of financial markets and portfolio construction.