Performance Analyst

2 weeks ago


Cape Town, South Africa Candidate Connect Full time

Great team in a **Cape Town** asset manager is looking for a **Performance Analyst** to join their **Institutional Fund Operations **team.

The primary responsibility of the role will be the production and preparation of investment performance.

This is an EE designated opportunity.

**Key areas of responsibility**:

- Production of investment performance across the client database (institutional, retail, life & individuals)
- Preparation of performance package pages, attributions, graphs and specific 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 the company’s website
- Providing returns and graphs for various internal reports (eg. Unit Trust Fact sheets)
- Providing returns and survey data to consultants/clients
- Production of performance reports for portfolio managers on a monthly basis
- Calculation and checking of performance fee spreadsheets

**Qualifications and experience required**:

- Degree in Commerce, Accounting, Economics, Finance
- CFA would be advantageous
- Required to complete the CIPM course
- Strong academic track record
- 2+ years' experience within asset management
- StatPro Revolution experience
- Have a high attention to detail.
- Highly analytical, and naturally curious


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