Risk & Performance Analyst (Asset Management)

Aquarius Specialist Recruitment; Cape Town; On-site; ZAR 700,000 - 900,000; Full time

Job summary

A financial services firm in Gauteng is seeking a Performance Analytics Manager to oversee the analytics function delivering valuable insights to various teams. The role includes performance reporting, data management, and compliance with GIPS standards. Candidates should possess an Honours degree in a related field and at least three years of relevant experience. Strong analytical and Excel skills are essential. A competitive salary and benefits package is offered.

Qualifications

• Minimum 3 years portfolio performance analysis experience within a similar environment.
• Strong analytical skills with attention to detail.
• Ability to work on deadlines and motivate team efforts.

Responsibilities

• Manage and improve the Performance Analytics function.
• Perform contribution to return and attribution calculations.
• Generate performance attribution and risk management reports.

Skills

Portfolio performance analysis

Advanced Excel skills

Knowledge of Global Investment Performance Standards

Strong ability to work with technology applications

Familiarity with risk analysis principles

Familiarity with performance attribution/risk management software

Education

Honours degree in Computational & Applied Maths, Stats, Investment Management, Finance, Economics or similar

Certificate in Investment Performance Management

Job description

Purpose of the Role

The purpose of the role is to manage the Performance Analytics function to provide a service to various departments including Operations, Distribution and Investment teams. This role is responsible for supplying advanced quantitative performance-related data to the business. You will perform ongoing development and research of quantitative solutions for a variety of performance and analytics issues and will be required to provide valuable insights and an understanding into the funds’ performance and risk. In addition, you will come up with innovative ways to automate internal and external performance and general portfolio reporting so that stakeholders receive value-added information.

Job Duties

• Set up, manage and continuously improve the Performance Analytics function for the business.


• Investigate and attend to investment performance and related data queries from Operations, Distribution and Investment teams.


• Provide performance reporting on a total fund level as well as an asset class level and their corresponding benchmarks.


• Perform contribution to return and attribution calculations by security, asset class and geography among others.


• Generate and compile monthly, quarterly and bespoke performance attribution and risk management reports for internal and external clients, while ensuring the integrity of the data provided.


• Implement and drive the company’s compliance with GIPS standards.


• Maintain and update the internal performance reporting systems to ensure accurate and timely data integration and protect data integrity.


• Audit attribution and risk output, and research/resolve variances as necessary.


• Partner with the Investment and Distribution teams in the preparation of presentations and reports for clients and consultants.


• Conduct general data and performance analytics project work for the business.


• Understand and monitor market trends, benchmark index movements, macro-economics and industry on-goings to provide meaningful and relevant insights to stakeholders.


• Stay relevant and up to date with legislations and new developments.

Qualifications

• Honours degree in Computational & Applied Maths, Stats, Investment Management, Finance, Economics or similar


• Certificate in Investment Performance Management is an advantage

Experience and Skills

• Minimum 3 years portfolio performance analysis experience within a similar environment


• Advanced Excel skills


• Knowledge of Global Investment Performance Standards


• Demonstrate knowledge of the Asset management industry, including local and international best practice for performance calculation methods and standards


• Strong ability to work with technology applications, and databases


• Familiarity with risk analysis principles preferred


• Familiarity with performance attribution/risk management software preferred

Competencies

• Action and deadline orientated


• Analytical


• Attention to detail


• Initiative


• Innovation


• Interpersonal skills


• Motivation


• Planning and organising


• Problem solving


• Quality orientation


• Team work

To apply for this role please send your CV and supporting documentation to [e-mail]