Description
Alexander Forbes is inviting recent investment and finance graduates to apply for its Graduate Programme – Reporting Performance Analysis, based in Sandton. This opportunity offers hands-on experience in data analysis, investment reporting, and performance monitoring within the financial services industry. Graduates will gain exposure to data-driven decision-making, system functionality, and client reporting processes that support strategic investment outcomes.
About Alexander Forbes
Alexander Forbes is a leading South African financial services provider, specializing in retirement, investment, insurance, and wealth management solutions.
Programme\Position Offerings
- Position Title: Graduate Programme – Reporting Performance Analysis
- Division / Department: Human Capital: Group
- Location: Sandton, Gauteng, South Africa
- Employment Type: Graduate Programme
- Industry: Financial Services / Investment
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Key Responsibilities
- Manage and process investment data across daily, monthly, and quarterly cycles.
- Support portfolio and client reporting with accurate data analysis.
- Assist in developing and maintaining automated and manual investment reports.
- Distribute reports to internal stakeholders and clients in line with set timelines.
- Contribute to business analytics, data architecture, and reporting improvements.
- Gain exposure to key investment metrics such as returns, benchmarks, and risk.
- Assist in identifying and mitigating operational and market risks.
- Participate in performance monitoring, documentation, and report generation.
- Provide support to the team while collaborating across departments.
Attributes Required
- Analytical and detail-oriented mindset.
- Strong communication and teamwork skills.
- Passion for data analysis, investments, and financial systems.
- Problem-solving and adaptability in a dynamic environment.
- Eagerness to learn and contribute to business improvement initiatives.
Eligibility Criteria
- Bachelor’s degree in Investment Management, Finance, Economics, or a related field.
- Strong interest in data analytics, financial reporting, and risk management.
- Basic understanding of investment performance, metrics, and data systems.
- Proficiency in Microsoft Office, especially Excel; familiarity with analytics tools advantageous.
- Recent graduate or early-career professional seeking industry experience.
How to Apply
Please ensure that your application includes an updated CV and any relevant supporting documents.
- Application Closing Date: 19 November 2025
- Reference Number: PL0431