Performance Analyst

Career Opportunities: Performance Analyst | Institutional Fund Operations | Performance & Fees (8185)

Requisition ID 8185 - Posted - South Africa - Business Operations - Cape Town

The candidate’s primary responsibility will be the production and preparation of investment performance.

Job Responsibilities

• Production of investment performance across the client database (institutional, retail, life & individuals)
• Preparation of performance package pages, attributions, graphs and specific presenter requests to be used in meetings
• Preparation of performance pages & attributions for quarterly institutional & individual client reports.
• Updating returns and graphs to be shown on Allan Gray’s website
• Providing returns and graphs for various internal reports (e.g., Unit Trust & Life Fact sheets, quarterly commentary)
• Providing returns, attributions and survey data to consultants/clients as well as dealing with ad hoc requests
• Production of performance reports for portfolio managers on a monthly basis
• Calculation and checking of performance fee spreadsheets
• Required to complete the CIPM designation (Certificate in Investment Performance Management) course (consists of 2 levels)
 

Requirements

• Strong numeric ability
• Work well under pressure
• Be organized and deadline driven 
• Strong attention to detail
• Ability to derive insights from large data sets
• Must be able to work long hours if required to do so
• Ability to operate independently as well as in a team
• Advanced Word/Excel skills
 

Experience and Qualifications

• B.Com (Accounting, Economics, Finance), B.Bus.Sc (Accounting, Economics, Finance)
• A minimum of 2 years work experience in the financial industry.
• CFA or CIPM qualification would be advantageous.
• StatPro Suite/ Revolution experience would be advantageous.
• Familiarity with performance related concepts and attribution methodology advantageous.
• A history of strong performance.