Performance Analyst - Asset Management
Michael Clague
Cape Town, ZA
21d ago

Well respected investment firm looking to appoint a Performance Analyst within their Cape Town office.

As Performance Analyst you are mainly responsible for firm-wide oversight of performance calculations, contribution and attribution analysis, composite review, and GIPS compliance.

This role involves working closely with external service providers and internal departments including Portfolio Management, Product Development, Finance as well as other groups within Investment Administration to provide analysis and guidance on performance related inquiries and business issues.

Job responsibilities will include but not be limited to :

  • Compiling, maintaining and distributing various recurring and ad-hoc performance reports;
  • Ensure portfolio performance integrity by use and oversight of proprietary performance reporting, attribution, and contribution tools;
  • review and analyse performance results and communicate findings;
  • Collaborate on performance attribution methodologies and results;
  • Liaise with Investment Administration on various operational challenges that impact performance and the investment process including pricing, derivatives processing, corporate actions, asset transfers, and cash flows;
  • Collaborate with IT (internal & external) to develop, test, and integrate technology solutions to enhance our performance reporting and analysis tools (automation);
  • Engage with Portfolio & Product Management to develop performance solutions;
  • Provide support to Product Management
  • Assist in the design and implementation of policies, procedures and reporting to effectively identify and resolve operational issues while ensuring best practice and consistency across products
  • Ad-hoc project work
  • Core qualifications and experience requirements :

  • You are a an Actuarial Candidate, CFA or CIPM (first time passes, essential);
  • You have a minimum 5 years’ current and relevant experience in the financial services asset management industry; this would be a distinct advantage.
  • You have strong knowledge of Excel (advanced) and Microsoft office, Bloomberg would be a distinct advantage.
  • Preferred computer competency :

  • Microsoft office
  • Advanced Microsoft Excel
  • Bloomberg)

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