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Performance Analyst - Asset Management

Remuneration:R600000 per year TCTC 
Benefits:Medical Aid and Pension Fund
Location:Cape Town, Southern suburbs
Education level:Honours
Job level:Mid/Senior
Job policy:Employment Equity position
Reference:#PA-I
Company:LayerCake Recruitment


Job description

Job responsibilities will include but not be limited to:
  • Compiling, maintaining and distributing various recurring and ad-hoc performance reports;
  • Ensure portfolio performance integrity by use and oversight of proprietary performance reporting, attribution, and contribution tools; review and analyse performance results and communicate findings;
  • Collaborate on performance attribution methodologies and results;
  • Liaise with investment administration on various operational challenges that impact performance and the investment process including pricing, derivatives processing, corporate actions, asset transfers, and cash flows;
  • Collaborate with IT (internal and external) to develop, test, and integrate technology solutions to enhance our performance reporting and analysis tools (automation);
  • Engage with portfolio and product management to develop performance solutions;
  • Provide support to product management
Assist in the design and implementation of policies, procedures and reporting to effectively identify and resolve operational issues

Requirements

Core Competencies:
  • You have a good understanding of investments
  • You have a practical understanding of different performance calculation and attribution methodologies
  • You have an understanding and knowledge of performance standards (GIPS);
  • VBA programming skills will be a distinct advantage
  • You have current, relevant experience in accounting/portfolio administration would be a distinct advantage
  • You have a keen eye for detail
  • You are highly accurate
  • You have excellent numeric skills
  • You have an analytical mindset
  • You are a problem solver
  • You do not mind repetition. Recurring tasks will be part of your role
  • You are proactive and show initiative
  • You have excellent communication skills – ability to interact effectively with people at all levels of the organization
  • You have the ability to work unattended and as part of a small team
  • You are able to learn quickly from an experienced team and have the ability to prioritise work efficiently and take ownership of responsibilities
  • You have an affinity for systems.
  • You are able to work under pressure and meet tight deadlines
  • You are able to manage multiple priorities
Core qualifications and experience requirements:
  • You have a B.Com Accounting (Honours) with Tax as distinct advantage.
  • BSC (Statistical Sciences)
  • Relevant Honours 
  • Financial analysis and portfolio management
  • You have a minimum of five years of current and relevant experience in the financial services – asset management industry; this would be a distinct advantage.
  • You have strong knowledge of Excel (advanced) and Microsoft office. Bloomberg, Morningstar and Statpro experience would be distinct advantages.
Preferred computer competency:
  • Microsoft office
  • Advanced Microsoft Excel
  • VBA
  • SQL
  • Bloomberg/Statpro/Morningstar would be distinct advantage


Posted on 25 Mar 09:30

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Alison Eastwood

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