Performance & Risk Insight Analyst

6 months ago

Centurion, South Africa Momentum Investments Full time

**Introduction**

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

**Role Purpose**

Verify, analyse and provide insight regarding investment performance and risk in order to support business decision making.

**Requirements**:

- Honours degree in Investments Management, Economics, Finance, Mathematics or Statistics.
- An advantage if studying towards or have passed Certificate in Investment Performance Measurement (CIPM). Chartered Financial Analyst (CFA) or Financial Risk Management (FRM) exams.
- 6 years investment analysis experience.
- Understanding of investment performance calculation principles.
- Exposure to analysing and interpreting performance results to find/propose solutions to find/ propose solutions to findings.
- Investment Performance Attribution Analysis (Balanced, Equity and Fixed Income).
- Asset Allocation experience.
- Stress Testing/ Scenario Analysis beneficial.
- Business Intelligence charting of quantitative analytics beneficial.
- Financialcommentary.
- Analytical, risk management as well as problem solving skills.
- Experience using Sylvan or other performance and attribution systems.
- Keep abreast of Global Investment Performance Standards (GIPS) and identify opportunities to incorporate GIPS principles within investments.
- Knowledge of MSCI Barra Risk or other ex-ante risk systems.
- Advanced Excel/Power Pivot, Microsoft Power BI/Dax, data integration or financial/statistical modelling tools beneficial.

**Duties & Responsibilities**
- Perform detailed analytical and statistical review of the key return and risk drivers (both ex
- post and ex-ante) of portfolios/benchmarks at the portfolio level, asset class level, manager level and instrument level.
- Verify and analyse the accuracy of investment performance data and resolve any variances.
- Quality assure data to ensure that no transactions are missing or are incorrectly accounted for and resolve discrepancies.
- Analyse and report the performance of investment portfolios to various stakeholders.
- Analyse investment attribution, identify trends and provide insights and recommendations to various portfolio managers and stakeholders.
- Gather and interpret relevant data to resolve stakeholder queries.
- Deliver accurate and meaningful performance reports, insights and commentary within agreed timeframes.
- Generation of reports which maximises the efficiency and usefulness of the report formats or measures.
- Provide stakeholders with investment performance analysis and insights regarding factors behind performance return and comparisons against peers or benchmark.
- Analyse and investigate portfolio risk attribution based on risk appetite and mandate, ensuring that any potential breaches are raised with the relevant stakeholders.
- Data automation and streamlining of processes to ensure timely delivery of reports.
- Attend and convene meetings where necessary to optimise delivery of responsibilities.
- Preparation of Asset Allocation file which is used for the purposes of cash flow rebalancing by portfolio managers.
- Calculate net returns using portfolio manager fees based calculated/supplied by the finance team.
- Engage with stakeholders to identify changing client needs and make recommendations to align service offering with client needs.
- Positively influence and participate in change initiatives.
- Continuously develop own expertise in terms of professional, industry and legislation knowledge.
- Contribute to continuous innovation through the development, sharing and implementation of new ideas.

**Competencies**
- Strategic thinking: Creates competitive and breakthrough strategies to drive short term profitability and long-term business growth and shareholder value.
- Client/ Stakeholder Commitment: Anticipates, meets and exceeds client’s needs by creating long lasting relationships that support the client value proposition, supports their financial wellness and ensures client centricity.
- Collaboration: Prioritises the business interests of MMI and invests in the success of the group by aligning effort across divisions.
- Impact and Influence: Persuades, convinces, influences and inspires others, both within MMI and externally to win support, loyalty and gain commitment to the purpose of MMI.

  • IT Risk

    7 months ago

    Centurion, South Africa Risk Management Full time

    **Introduction** - Through our client-facing brands the Momentum Metropolitan Group, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables businesses and people from walks of life to achieve their financial goals and life aspirations.**Role Purpose** - Data Analyst will...

  • Strategic Risk Modeling Analyst

    3 weeks ago

    Centurion, Gauteng, South Africa Network Recruitment Full time

    At Network Recruitment, we're seeking a skilled Strategic Risk Modeling Analyst to join our dynamic Credit Risk team. With a strong background in mathematics and statistics, you'll develop and validate cutting-edge credit risk models using statistical and machine learning techniques.Key Responsibilities:Develop and validate credit risk models (PD, LGD, EAD)...

  • Network Infrastructure Performance Analyst

    3 weeks ago

    Centurion, Gauteng, South Africa The Independent Communications Authority of South Africa Full time

    Job Title : Network Infrastructure Performance AnalystCompany Overview :The Independent Communications Authority of South Africa seeks a skilled professional to join its team as a Network Infrastructure Performance Analyst.Estimated Salary :R750,000 - R900,000 per annumJob Description :We are looking for an individual with expertise in network performance...

  • Quantitative Market Risk Analyst

    3 months ago

    Centurion, South Africa Group Finance Full time

    **Introduction** - The Quantitative Analytics and Liquidity Risk Management team is a dynamic group of professionals within the Balance Sheet Management Function dedicated to mastering risk management and precisely quantifying risk. We offer quantitative support for Credit Risk, Market Risk, and Liquidity Risk, and we also serve as the primary risk owners...

  • Data Insights Specialist

    2 months ago

    Centurion, Gauteng, South Africa Network Recruitment Full time

    Job Title: Data Insights SpecialistJob Summary: We are seeking a skilled Data Insights Specialist to join our team at Network Recruitment. This role involves analyzing large datasets to identify trends and patterns that inform business decisions.Key Responsibilities: Data Analysis and Interpretation: Analyze large datasets to identify trends and patterns...

  • Risk Analyst

    6 months ago

    Centurion, South Africa Group Finance Full time

    **Introduction** - Group Finance Technologies serves as the Group's custodian and enabler of the source-to-pay (S2P) value chain. We facilitate expense budgeting and ensure the equitable distribution of shared-service expenses across our numerous business units. Our information technology services coordinate digitization and automation platform capabilities,...

  • Actuarial Analyst

    6 months ago

    Centurion, South Africa RPO Recruitment Full time

    Our client, a leading Insurance company specializing in the short-term insurance, is currently seeking an Actuarial Analyst to join their team in Centurion. In this role, you will conduct risk analyses and use statistical models to predict potential investment outcomes. You will provide valuable insights and recommendations to help our clients make informed...

  • Strategic Data Insights Specialist

    2 months ago

    Centurion, Gauteng, South Africa Network Recruitment Full time

    We are seeking a motivated and skilled Strategic Data Insights Specialist to join our team at Network Recruitment. As a key member of our team, you will be responsible for analyzing large datasets to identify trends, patterns, and insights that inform strategic business decisions.Key Responsibilities:Analyze large datasets to identify trends, patterns, and...

  • Ssa Country Risk Analyst

    7 months ago

    Centurion, South Africa S&P Global Full time

    **About the Role**: **Grade Level (for internal use)**: 09 SSA Country Risk Analyst **The Team**: **The Impact**: **Responsibilities**: Deliver client driven strategic research on political, business and security-related risks for the SSA region. These will include government stability, expropriation, contract risks, regulatory risks, terrorism, civil...

  • Data Insights Specialist for Insurance Sector

    1 month ago

    Centurion, Gauteng, South Africa Network Recruitment Full time

    We are seeking a skilled professional to drive data-informed business decisions in the insurance sector.Key ResponsibilitiesData Analysis & Interpretation: Analyze large datasets to identify trends, patterns, and insights that inform strategic business decisions.Data Visualization: Create visually impactful dashboards and reports in Power BI to communicate...

  • Business Analyst

    2 months ago

    Centurion, South Africa Network Recruitment Full time

    Are you a skilled Business Analyst with a flair for data analytics, data visualization, and Power BI? One of my clients, within the insurance sector, is looking for a dynamic professional to join their team and drive data-informed business decisions. If youre passionate about uncovering insights and turning complex data into visually compelling dashboards,...

  • Business Intelligence Data Insights Specialist

    1 month ago

    Centurion, Gauteng, South Africa Network Recruitment Full time

    Unlock Business Potential with Data-Driven DecisionsWe are seeking a skilled Business Intelligence Data Insights Specialist to join our team at Network Recruitment. This exciting opportunity allows you to leverage your analytical skills to drive business growth and success.About the Role:Analyze large datasets to identify trends, patterns, and insights that...

  • Business Analyst

    2 months ago

    Centurion, South Africa Network Recruitment Full time

    Are you a skilled Business Analyst with a flair for data analytics, data visualization, and Power BI? One of my clients, within the insurance sector, is looking for a dynamic professional to join their team and drive data-informed business decisions. If youre passionate about uncovering insights and turning complex data into visually compelling dashboards,...

  • Research Analyst

    1 month ago

    Centurion, South Africa The Simah Group Full time

    **HYBRID ROLE BASED IN UMHLANGA OR CENTURION** The Simah Group is seeking a skilled Research Analyst to join our team. This role will be crucial in crafting high-quality content designed to attract and retain customers by providing in-depth insights into operational risks and emerging trends that impact organisations. **Minimum...

  • Credit Risk Quant

    1 month ago

    Centurion, South Africa Jobted ZA C2 Full time

    Are you a passionate problem-solver with a knack for numbers? Do you excel at leveraging data-driven insights to manage risk and optimize outcomes? If so, we want YOU to be part of our dynamic Credit Risk team! What You'll Do: As a Credit Risk Quant, you will: - Develop and validate cutting-edge credit risk models (PD, LGD, EAD) using statistical and...

  • Business Intelligence Analyst

    1 month ago

    Centurion, South Africa Network Recruitment Full time

    What You Bring to the Table Qualifications: Postgraduate Degree (Economics, Statistics, Psychology, Marketing, or related fields). Experience: 5 years in research design and execution. Expertise in quantitative and qualitative research methods. Proficiency in market research and survey analysis. Background in financial services marketing, strategic...

  • Credit Risk Quant

    4 weeks ago

    Centurion, South Africa Network Recruitment Full time

    Are you a passionate problem-solver with a knack for numbers? Do you excel at leveraging data-driven insights to manage risk and optimize outcomes? If so, we want YOU to be part of our dynamic Credit Risk team!What You'll Do:As aCredit Risk Quant , you will:Develop and validate cutting-edge credit risk models (PD, LGD, EAD) using statistical and machine...

  • Anti-money Laundering

    6 months ago

    Centurion, South Africa Group Risk Management Full time

    **Introduction** Through our client-facing brandsMetropolitan and Momentum, withMultiply (wellness and rewardsprogramme), and our otherspecialist brands, includingGuardrisk and Eris Property Group,the group enables business andpeople from all walks of life toachieve their financial goals and lifeaspirations. We help people growtheir savings, protect what...

  • Credit Risk Quant

    1 month ago

    Centurion, South Africa Network Recruitment Full time

    Are you a passionate problem-solver with a knack for numbers? Do you excel at leveraging data-driven insights to manage risk and optimize outcomes? If so, we want YOU to be part of our dynamic Credit Risk team What You'll Do: As a Credit Risk Quant , you will: Develop and validate cutting-edge credit risk models (PD, LGD, EAD) using statistical and machine...

  • Credit Risk Quant

    1 month ago

    Centurion, South Africa Network Recruitment Full time

    Are you a passionate problem-solver with a knack for numbers? Do you excel at leveraging data-driven insights to manage risk and optimize outcomes? If so, we want YOU to be part of our dynamic Credit Risk team!What You'll Do:As a Credit Risk Quant, you will:Develop and validate cutting-edge credit risk models (PD, LGD, EAD) using statistical and machine...