Senior Investment Performance Analyst

Old Mutual; Wes-Kaap; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in South Africa seeks a Senior Investment Performance Analyst. This role entails leading investment performance reporting, mentoring junior analysts, and driving process improvements. The ideal candidate will possess a Bachelor's degree in Finance, extensive experience in performance analysis, and proficiency in SQL, Python, and Power BI. This position offers the opportunity to contribute to a culture of accountability and continuous improvement while engaging with a dynamic team.

Qualifications

• Minimum 5 years’ experience in investment performance analysis, preferably in a multi-manager or asset management environment.
• Strong understanding of performance measurement methodologies, attribution techniques, and risk-adjusted metrics.
• Excellent communication and collaboration skills, with a track record of mentoring and peer engagement.

Responsibilities

• Lead the production, validation, and sign-off of investment performance reports.
• Perform advanced performance calculations including time-weighted returns.
• Ensure full compliance with GIPS standards and internal reporting protocols.

Skills

Accounting

Analytics Software

Client Management

Data Classification

Numerical Aptitude

Education

Bachelor’s degree in Finance, Economics, or related field

Postgraduate qualification or certification (e.g., CIPM Level 1)

Tools

SQL

Python

Power BI

Microsoft Excel (including VBA)

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

What Success Looks Like

• You deliver accurate, reconciled performance reports on time, every time.
• You maintain clear documentation and structured processes that others can rely on.
• You contribute to a culture of peer review, shared ownership, and continuous learning.
• You take initiative, but never at the expense of team alignment or process integrity.
• You bring technical depth and use it to simplify, automate, and elevate our reporting.
• You’re comfortable in ambiguity but committed to clarity.

We’re looking for a Senior Investment Performance Analyst who thrives in complexity, brings clarity to data, and is energised by transformation. This role is central to our performance reporting function, requiring someone who can lead with precision, collaborate with purpose, and contribute to a culture of accountability and continuous improvement.

You’ll be joining a team that values bold thinking, embraces contrast, and sees the individual behind the output. We’re not just looking for technical excellence - we’re looking for someone who understands the impact of their work on the team, the business, and our clients.

As a technical lead, the Senior Investment Performance Analyst mentors junior analysts and fosters a collaborative, high‑performing environment. By driving excellence in performance reporting, process enhancement, and team development, the Senior Analyst plays a key role in supporting the Manager: Investment Performance and advancing the team’s collective success.

Key Responsibilities

• Lead the production, validation, and sign-off of monthly, quarterly, and ad-hoc investment performance reports across institutional and retail portfolios.
• Perform advanced performance calculations including time-weighted returns, multi-period attribution, and ex-post risk metrics.
• Ensure full compliance with GIPS standards and internal reporting protocols.
• Own and maintain automation tools and reporting infrastructure using SQL, Python, and Power BI.
• Champion structured processes: maintain and improve SOPs, file structures, and documentation to support continuity and team visibility.
• Collaborate with internal stakeholders to support performance-related queries, client reporting, and oversight packs.
• Mentor junior analysts and contribute to team knowledge-sharing and capacity building.
• Lead or support strategic initiatives such as system migrations, dashboard development, and reporting enhancements.
• Uphold quality control standards: ensure reconciliations are complete, backups are maintained, and peer review is embedded in all deliverables.
• Take ownership of assigned roles and responsibilities, respecting team workflows and capacity planning.

These responsibilities offer an overview and a general outline of the role and are not exhaustive.

Qualifications and Experience required

• Bachelor’s degree in Finance, Economics, Investments, or related field.
• Postgraduate qualification or certification (e.g., CIPM Level 1) strongly preferred.
• Minimum 5 years’ experience in investment performance analysis, preferably in a multi‑manager or asset management environment.
• Strong understanding of performance measurement methodologies, attribution techniques, and risk‑adjusted metrics.
• Advanced proficiency in Microsoft Excel (including VBA), SQL, and Python.
• Experience with Power BI or similar tools for performance visualisation and reporting.
• Familiarity with StatPro Revolution or equivalent performance systems.
• Proven ability to document processes, maintain structured workflows, and contribute to operational continuity.
• Excellent communication and collaboration skills, with a track record of mentoring and peer engagement.
• Ability to manage competing priorities, meet deadlines, and maintain high standards under pressure.

Skills

Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Numerical Aptitude, Oral Communications, Policies & Procedures, Professional Presentation

Competencies

Business Insight Collaborates Communicates Effectively Decision Quality Ensures Accountability Financial Acumen Instills Trust Manages Complexity

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

01 January 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!