Performance Analyst,Finance & Banking Job Cape Town area,South Africa,Finance & Banking

Overview:

Our client, a well-established global asset manager, is seeking a Performance Analyst to join their team. The investment performance and analytics team are responsible for investment performance calculation, reporting and analysis to, amongst others, portfolio managers and front office staff, client facing teams and senior and executive managers. The team is also responsible for timely submission of investment performance data to industry surveys, performance fee calculations and management of GIPS compliance.

The investment performance and analytics team mainly service the front office and middle office functions of the Company and ultimately reports into the Head of Client Solution Strategy.

Responsibilities:

An understanding of the asset management business.
Understanding and ability to perform performance measurement, attribution (equity attribution, multi-asset class attribution and fixed income attribution) and other related analytics.
Ability to explain performance related calculation methodologies or results to internal or external clients.
Ability to create new performance reports and analysis.
Understanding of different investment performance-based fee calculation methodologies and ability to implement it, including quantitative modelling of different performance fee methodologies
Ability to correctly interpret client mandates with respect to performance benchmarks and performance fee calculations
Understanding of GIPS standards and regularly keeping up to date with changes to the standards
Ability to adhere to controls and checks to ensure good business governance
Complete survey submission templates for consultants
Willingness to document processes and review these documents regularly
Experience with using performance and risk software platforms, such as Statpro Revolution
Experience with the implementation of Performance Attribution systems (e.g. Statpro Revolution or other performance systems) is an advantage
Experience with Morningstar is an advantage
Strong communication skills and a proven ability to engage various people within a large organization
Basic knowledge of both fund and investment accounting
Client centric approach to work
Ability to present predefined reports to certain teams in the front office

Requirements:

An appropriate tertiary education in Finance, Statistic, Mathematics or similar
CFA Charter holder, CFA Candidate or CIPM (advantageous)
3 to 5 years’ experience as a Performance Analyst (advantageous)

Competencies and Personal Attributes:

Highly organised and able to deliver against tight deadlines
Resilient and able to cope with pressure
Take initiative in improving processes and systems
Ability to work independently and across functions and teams to deliver complex tasks
Ability to engage with stakeholders in the business and attend to ad hoc requests from the business or external clients
Take ownership and accountability for work
Open to receiving constructive feedback
Willingness to self-study and research performance topics one may be unfamiliar with

Performance Analyst, Finance & Banking