Performance Analyst

2 weeks ago


Cape Town, South Africa Allan Gray Full time

**Job Summary**:
**Responsibilities**:

- Production of investment performance across the client database (institutional, retail, life & individuals)
- Preparation of performance package pages, attributions, graphs and specific presenter 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 Allan Gray’s website
- Providing returns and graphs for various internal reports (eg. Unit Trust & Life Fact sheets, quarterly commentary)
- Providing returns, Statement M's and survey data to consultants/clients as well as dealing with ad hoc requests
- Production of performance reports for portfolio managers on a monthly basis
- Calculation and checking of performance fee spreadsheets
- Required to complete the CIPM (Certificate in Investment Performance Management) course (consists of 2 level)

**Experience and Qualifications**:

- B.Comm (Accounting, Economics, Finance) or B.Bus.Sc (Accounting, Economics, Finance)
- A minimum of 2 years work experience in the financial industry
- CFA or CIPM qualification would be advantageous
- StatPro Revolution experience would be advantageous
- A technical understanding of investment performance is preferred
- A history of strong performance

**Competencies**:

- Strong numerical skills
- Works well under pressure
- Organized and deadline driven
- Strong attention to detail
- Ability to derive insights from large data sets
- Must be able to work flexible hours if required to do so
- Ability to operate independently as well as in a team
- Advanced MS Word/Excel skills

**Location**:

- Cape Town**Closing Date**:

- 25 July 2023



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