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 client reports.
- Updating returns and graphs to be shown on Allan Gray’s website
- Providing returns and graphs for various internal reports (e.g., Unit Trust & Life Fact sheets, quarterly commentary)
- Providing returns, attributions 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 designation (Certificate in Investment Performance Management) course (consists of 2 levels)

**Requirements**:

- Strong numeric ability
- Work well under pressure
- Be organized and deadline driven
- Strong attention to detail
- Ability to derive insights from large data sets
- Must be able to work long hours if required to do so
- Ability to operate independently as well as in a team
- Advanced Word/Excel skills

**Experience and Qualifications**:

- B.Com (Accounting, Economics, Finance), 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 Suite/ Revolution experience would be advantageous.
- Familiarity with performance related concepts and attribution methodology advantageous.
- A history of strong performance.

**Skills**:


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