Our client, a wealth management firm based in Bryanston, Sandton, is seeking a highly analytical and detail-oriented Paraplanner or Junior Investment Analyst to join their team. This critical role sits at the intersection of investments, data, and technology, focusing on high-quality portfolio reporting and data integrity. The successful candidate will leverage technology and AI-driven tools to enhance efficiency and scalability across the practice while maintaining a deep understanding of financial markets. Key Responsibilities: Investment Reporting: Prepare, maintain, and enhance portfolio review and investment reporting packs.Portfolio Analysis: Analyze performance, asset allocation, risk metrics, and client data to identify key trends and drivers.Monitoring: Support investment monitoring across various asset classes, including equities, fixed income, alternatives, and cash.Data Integrity: Perform regular data validation, reconciliation, and quality checks to ensure accuracy.System Optimization: Maintain and improve data structures, reporting templates, dashboards, and automated workflows.Innovation: Use technology and AI tools to streamline operational processes and analysis. Requirements:Education: A relevant tertiary qualification in Finance, Investments, Economics, Accounting, or a similar field.Experience: Prior experience in a paraplanning, investment analysis, or portfolio reporting role.Market Knowledge: A strong understanding of financial markets, investment products, and portfolio construction.Technical Skills: Advanced proficiency in Excel is required.Data Management: Comfort working with large datasets while ensuring complete data integrity.Soft Skills: Excellent analytical skills, high attention to detail, and clear written and verbal communication. Advantageous Skills:Experience within the wealth management or investment management sectors.Technical experience with Power BI, SQL, or similar data tools.Exposure to portfolio management systems and investment reporting platforms.Experience using automation or AI-enabled tools to improve workflow efficiency.