Performance Analyst

A leader within the asset management sector is seeking a top tier Performance Analyst to join their team in Johannesburg or Cape Town.

As a key member of the analytics function within this well respected and thriving business, the Performance Analyst will play an integral part in shaping the performance reporting landscape, ensuring stakeholders receive accurate, timely and meaningful information.

The Performance Analyst role calls for a dynamic individual who excels in delivering advanced quantitative insights and enjoys collaborating with diverse teams to enhance business value. Your expertise in performance analytics will play a pivotal role in shaping investment strategies and informing stakeholder decisions.

Key qualifications and experience required for the Performance Analyst:

• Postgraduate Degree in a relevant field (i.e., Computational & Applied Mathematics, Mathematics & Statistics, Investment Management, Finance, Economics)
• 3 years’ experience in portfolio performance analysis within an asset management
• Advanced proficiency in Excel
• Familiarity with Global Investment Performance Standards (GIPS)
• Sound knowledge of both local and international asset management practices
• Experience working with risk analysis principles
• Exposure to using performance attribution or risk management software tools

Key duties of the Performance Analyst:

• Set up, manage, and continuously enhance the Performance Analytics function to deliver exceptional service across various departments including Operations, Distribution, and Investment teams.
• Investigate and resolve investment performance queries by providing clear explanations and actionable insights to internal stakeholders.
• Deliver comprehensive performance reporting at both total fund and asset class levels, benchmarking against relevant indices to ensure transparency and accuracy.
• Perform detailed contribution to return and attribution calculations by security, asset class, geography, and other relevant dimensions to support informed decision-making.
• Generate monthly, quarterly, and bespoke performance attribution as well as risk management reports for both internal use and external clients while safeguarding data integrity throughout the process.
• Drive compliance with Global Investment Performance Standards (GIPS) by implementing robust procedures and monitoring adherence across all reporting activities.
• Maintain and update internal performance reporting systems to guarantee accurate data integration and protect the reliability of all outputs.
• Audit attribution and risk outputs regularly; research discrepancies thoroughly to resolve variances efficiently.
• Collaborate closely with Investment and Distribution teams in preparing impactful presentations and reports tailored for clients and consultants.
• Lead or participate in general data analytics projects that contribute to continuous improvement within the business.
• Monitor market trends, benchmark index movements, macroeconomic factors, and industry developments to provide stakeholders with relevant insights that inform strategy.

Key personal skills:

• Strong ability to analyse data, focus on details and develop innovative solutions to complex problems
• Skilled in planning, organising tasks and meeting deadlines while maintaining high-quality standards
• Excellent interpersonal and teamwork skills, showing initiative and motivation to drive projects forward

If you are passionate about data integrity, enjoy solving complex problems and want to make a real impact on investment decisions, we invite you to contact us to explore this exciting opportunity.