Client Reporting Automation Analyst

Ninety One is an independent, active global asset manager with R3,9 trillion * of assets under management.

Established in South Africa in 1991, as Investec Asset Management, the firm started offering domestic investments in an emerging market. In 2020, almost three decades of organic growth later, the firm demerged from Investec Group and became Ninety One.

Our distinctive capabilities sit within differentiated fixed income and credit as well as specialist equities, and we have a unique perspective and approach to investment opportunities presented by emerging markets and the energy transition.

*as at 31 March 2026

Ninety One is an equal opportunities employer. Our imperative is to attract and retain the best talent by providing a corporate environment where people from varying backgrounds can develop professionally and build a rewarding career.

The Reporting & Data Team consists of smaller sub-teams: Onboarding & Change, Regulatory, Factsheets, Client Reporting and Prospect Data. We are responsible for the setup, production and distribution of regular client and regulatory reporting, as well as prospect data, holdings and disclosure policy. The role of a Client Reporting Analyst is to service clients invested via an Investment Management Agreement, or equivalent, by providing agreed reporting within set deadlines. Each Client Reporting Analyst is expected to continually update procedures with a view to reducing risk, identifying efficiencies in process, improving efficiency, and accommodating change to strategies, client demands, or industry developments.

• Co-ordinate, produce and check the following within set timeframes and client deadlines: daily and weekly reports; monthly, quarterly and annual valuations; quarterly and annual investment reports; and ad-hoc client reports.
• Produce quarter-end analysis and statistical data.
• Maintain records of when reports have been sent, for audit purposes.
• Assist with processes that support various other administration requirements, e.g. supporting client operations analysts.
• Liaise with various internal teams, including Client Managers, Portfolio Managers, and the Performance and Attribution teams.
• Maintain Salesforce and ensure it is updated in a timely manner.
• Assist Transition Managers with the smooth implementation of new clients and restructures.

• A relevant degree.
• A minimum of two years’ industry or operations experience.
• Knowledge of financial markets (instruments and products).
• An Investment Management Certificate and/or related industry qualifications (preferable).
• Intermediate to advanced proficiency in MS Excel.
• Proficiency in MS PowerPoint.
• Hands-on experience leveraging AI platforms and tools to optimise workflows and boost productivity.
• Strong technical expertise with exposure to Power BI, SQL or programming experience advantageous.

• The ability to ‘approach and own’ and continuously look for opportunities to develop.
• Driven by results.
• A client-focused and collaborative approach.
• The ability to analyse, interpret and assimilate information.

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