BI Analyst
Salt South Africa · Cape Town, Western Cape
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Start free — we apply for you →- A leading global investment firm with a significant Cape Town presence is looking for a skilled BI Analyst to join their technology team. This role sits at the intersection of data and investment decision-making – translating complex financial data into clear, actionable insights that support portfolio monitoring, risk management, and investment operations. You'll report into the Senior Reporting Analyst / Head of Reporting.
- Due to the high volume of applications expected, candidates who have not received feedback within two weeks of applying should consider their application unsuccessful.
Key Responsibilities
- Design, build, and maintain interactive dashboards and reports for investment, risk, and operations teams
- Monitor portfolio performance, cash flows, and credit risk metrics through data-driven analysis
- Automate recurring reporting processes to improve speed, accuracy, and transparency
- Partner with investment professionals to translate business requirements into BI solutions
- Work with IT and data engineering teams to optimise data pipelines and database structures
- Conduct ad-hoc analysis on investment, performance, and market-related questions
- Maintain data accuracy and integrity across all reporting outputs
Technical Requirements
- Advanced proficiency in Power BI, Tableau, or Qlik
- Strong SQL skills for complex data extraction and transformation
- Data modelling experience – star schema, snowflake schema
- Hands-on ETL experience
- Strong Excel skills including Power Query and VBA
- Snowflake experience advantageous
Domain Knowledge
- Understanding of asset management and investment strategies across public and private markets, fixed income, alternatives, and structured products
- Familiarity with the investment lifecycle – research, portfolio construction, trade execution, performance attribution
- Ability to work with data from financial statements, market data providers, and portfolio management systems
Qualifications & Experience
- Bachelor's degree in Finance, Economics, Data Science, Engineering, or related field
- 5+ years in BI, data analytics, or investment operations – ideally within private credit, private equity, or asset management
- Proven track record delivering BI solutions that drive tangible business outcomes