Senior Investment Performance Lead - Data-Driven Reporting

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

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.