Performance and Attribution Analyst

7 months ago

Cape Town, South Africa Adcorp Holdings Full time

**Roles and Responsibilities**
1. Data maintenance and reporting, including:

- Ensuring the coordination and sanitisation of data in the performance and attribution systems;
- Calculating performance and providing timely delivery of daily, monthly, and/or quarterly performance, attribution, risk, and custom reports to clients;
- Summarising the results where required for the Investment and/or Executive committee report, and other high-level reporting;
- Providing performance commentary across various portfolios;
- Auditing and verifying the accuracy of portfolio accounting data and reports;
- Reconciling and explaining performance variation/s and difference/s against benchmarks and other asset managers; and
- Constructing and maintaining custom benchmarks and composites.

2. Analysis, including:

- Analysing client portfolios or assets within their portfolios so as to explain performance and attribution variances;
- Analysing the portfolio structure and component returns; explaining changes between a portfolio and its benchmark;
- Assisting with the development of new risk reporting requirements of the Risk Management team;
- Monitoring market indicators;
- GIPS:

- Analysing and reporting on GIPS performance;
- Assisting with the implementation of processes that are compliant with policies;
- Involvement in projects to streamline and improve the GIPS process; and
- Analysing and preparing attribution reports and graphs.

3. Assisting with the calculation of performance fees for certain fund mandates.

4. Assisting the Business Development team with the new client take-on process, in terms of the benchmark and composite.

5. Supporting the Client Services team with performance or valuation-related client queries.

6. Assisting the Performance and Attribution team in delivering on key operational project initiatives and process improvements.

7. Assisting and providing input to the Investment Operations team regarding unlisted instrument valuations, where required, and daily unit price checking and confirmation.

8. Ensuring processes and procedures are adequately documented and monitored.

**Job Requirements**
- Skills, know-how and experience:

- Understanding of financial markets and investments;
- MS Office - specifically MS Excel - intermediate to advanced level;
- Experience in using StatPro Fixed Interest is advantageous but not necessary; and
- 2 years performance/quantitative-related experience in an asset management environment.
- Technical/ professional qualifications:

- B Com (with quantitative focus modules) or BSc (with Mathematics, Statistics or similar); and
- Key behaviours and competencies:

- Analytical thinking;
- Problem solving skills;
- Aptitude for building and maintaining relationships;
- Aptitude for teamwork and collaboration;
- Quality orientation (includes attention to detail);
- Ability to be client focused;
- Stress tolerance;
- Good communication skills, both written and verbal;
- Capacity for initiating action;
- Planning and organising skills;
- Results orientation; and
- Integrity.

Job Reference: TCN01788

  • Performance and Attribution Analyst

    6 months ago

    Cape Town, South Africa Futuregrowth Full time

    **FUTUREGROWTH ASSET MANAGEMENT IS RECRUITING!** We have an exciting opportunity available for a **Performance and Attribution Analyst **in our Investment Operations team. - Futuregrowth is committed to transformation. A strong preference will be given to _ **Performance and Attribution Analyst** Are you passionate about calculations and analysis and are...

  • Performance Analyst

    7 months ago

    Cape Town, South Africa Coronation Fund Managers Full time

    An exciting opportunity for a quantitative graduate / specialist to join a leading asset manager. Coronation, based in Cape town, is looking for a Performance Analyst to support the Investment Risk and Performance team in providing the business with accurate performance and risk, and attribution calculations. **Duties and Responsibilities**: - Full...

  • Performance Analyst Trainee

    2 months ago

    Cape Town, South Africa Coronation Fund Managers Full time

    An exciting opportunity for a quantitative graduate to join a leading asset manager. Coronation, in Claremont, Cape town is looking for a Performance Analyst intern to support the Investment Risk and Performance team in providing the business with accurate performance and risk, and attribution calculations.

  • Performance Analyst Trainee

    2 months ago

    Cape Town, South Africa Coronation Fund Managers Full time

    An exciting opportunity for a quantitative graduate to join a leading asset manager. Coronation, in Claremont, Cape town is looking for a Performance Analyst intern to support the Investment Risk and Performance team in providing the business with accurate performance and risk, and attribution calculations. **Duties and Responsibilities**: - Full...

  • Risk & Performance Analyst

    6 months ago

    Cape Town, South Africa Asset Consultant Company Full time

    ROLE DESCRIPTION: This position is for a Risk and Performance Analyst with a respected Asset Consultant Company. PURPOSE OF JOB: Providing portfolio investment analysis and reporting services in relation to asset owners, asset managers and service providers KEY RESPONSIBILITIES: - Daily, monthly and quarterly retrieval, validation, reconciliation,...

  • Quants/performance Analyst

    7 months ago

    Cape Town, South Africa Aquarius Recruitment Full time

    Our client is an established and reputable Asset Management company based in Cape Town who has a current need for a junior Quants Analyst - this role could suit a young BEE graduate who has a quants degree (Math, Stats, Actuarial Science, etc,.) **Job Purpose**: The purpose of this role is to provide quantitative analysis support to the Investment and...

  • Marketing Performance Analyst

    3 months ago

    Cape Town, South Africa Initiate International Full time

    The Marketing Performance Analyst in Cape Town will be the driving force behind optimizing customer acquisition efforts across digital and traditional channels. This role is all about turning data into actionable insights, ensuring marketing spend delivers the best possible return, and shaping strategic decisions. Working closely with the acquisition,...

  • Marketing Performance Analyst

    3 months ago

    Cape Town, South Africa Initiate International Full time

    The Marketing Performance Analyst in Cape Town will be the driving force behind optimizing customer acquisition efforts across digital and traditional channels. This role is all about turning data into actionable insights, ensuring marketing spend delivers the best possible return, and shaping strategic decisions. Working closely with the acquisition,...

  • Performance Analyst

    6 months 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...

  • Investor Reporting

    7 months ago

    Cape Town, South Africa TFG Finance and Advisory Full time

    Position Description:Investor Reporting & Performance Analyst Purpose of the jobTo report on and analyse the performance of the Group for both external and internal stakeholders. The role is primarily responsible for:Drafting and coordination of the annual integrated report, management of investor communication and inquiries, peer analysis, writing of SENS...

  • Portfolio Analyst

    3 months ago

    Cape Town, South Africa RisCura Full time

    Applications Close 30 September 2024**Location**: Cape Town, South Africa **Reports To**: Head of Operations **Application Criteria**: - Bachelor’s or Honours degree in Mathematics, Statistics, Computer Science, Industrial Engineering, Finance or a related field - Inclination to complete the CIPM, FRM or CAIA charter **Experience**: Graduate position...

  • Investment Analyst

    3 months ago

    Cape Town, South Africa Consulting and Advisory Business Full time

    NAME OF THE ROLE: INVESTMENT ANALYST/ASSOCIATE (CAPE TOWN) ROLE DESCRIPTION: This position is for an Investment Analyst/Associate with a respected Consulting and Advisory Business, with the goal of working towards an Investment Consultant position. KEY RESPONSIBILITIES: - Data mining - Revise investment strategies - Interact with various Asset...

  • Quantitative Analyst Trainee

    3 weeks ago

    Cape Town, Western Cape, South Africa Neptune Full time

    An exciting opportunity for a highly skilled quantitative graduate to join Neptune, a leading asset manager in Claremont, Cape Town. We are looking for a talented Performance Analyst intern to support the Investment Risk and Performance team in providing the business with accurate performance and risk calculations.Key ResponsibilitiesDevelop and implement...

  • Portfolio Performance Analyst

    2 days ago

    Cape Town, Western Cape, South Africa Set Consulting Full time

    Job Title:Portfolio Performance Analyst About the Opportunity: Set Consulting is seeking a Portfolio Performance Analyst to join our dynamic team. As a key member of our investment team, you will be responsible for driving portfolio performance through strategic research and analysis.Your key responsibilities will include: Preparing company forecasts and...

  • Strategy Performance Analyst

    3 months ago

    Cape Town, South Africa IWG Careers Full time

    **Strategy Performance Analyst**: **Job Purpose** The Commercial Performance Analyst plays a pivotal role in analysing and optimizing business performance across their respective market. This role involves deep data analysis, identifying barriers to revenue and profit growth, and collaborating with various teams to implement effective solutions. The CPA...

  • ▷ (High Salary) Performance Analyst

    3 weeks ago

    Cape Town, South Africa DLK Group Full time

    Cape Town, South Africa | Posted on 17/10/2024 We are seeking a skilled and motivated Performance Analyst to join our team. The ideal candidate will have a strong background in commerce or industrial engineering and a minimum of 5 years of experience in performance analysis within a corporate environment. The Performance Analyst will play a critical role in...

  • Senior Sales Performance Analyst

    1 week ago

    Cape Town, Western Cape, South Africa Pro Select Consulting Full time

    About UsAt Pro Select Consulting, we are a dynamic consulting firm dedicated to providing expert solutions to our clients. Our team of professionals is passionate about delivering high-quality services that meet the evolving needs of our clients.Job OverviewWe are seeking an experienced Sales Performance Analyst to join our team. The successful candidate...

  • Performance Pulse Data Analyst

    6 months ago

    Cape Town, South Africa RetailNext Full time

    RetailNext is looking for a Performance Pulse Data Analyst to work with large data sets and assist the world's largest retailers run their business through providing benchmarking analysis of the wider retail industry across various continents, regions, countries, and cities. Being an Analyst for a thriving start-up, you will be required to practice your...

  • Investment Manager Research Analyst

    3 months ago

    Cape Town, South Africa Consulting and Advisory Business Full time

    **NAME OF THE ROLE: INVESTMENT MANAGER RESEARCH ANALYST** **ROLE DESCRIPTION**: This position is for an Investment Manager Research Analyst with a respected Consulting and Advisory Business. **PURPOSE OF JOB**: The Investment Manager Research Analyst plays a vital role in providing research and analysis to internal business units, external clients, and...

  • Key Performance Indicator Analyst

    3 weeks ago

    Cape Town, Western Cape, South Africa People Dimension Full time

    About People DimensionAt People Dimension, we strive to be a leader in the industry by delivering exceptional services and solutions that meet our clients' needs. Our team is passionate about what we do, and we're committed to excellence in everything we undertake.Job SummaryWe are seeking an experienced Key Performance Indicator (KPI) Analyst to join our...