Senior Performance and Reporting Analyst

2 weeks ago

Nuweland, South Africa PPS Recruitment Full time

**Job Advert Summary**:
The performance analyst will be responsible for the performance calculations, the contribution and attribution analysis of all funds, portfolios, classes, benchmarks and composites. They will work closely with various internal departments and external clients, including the investment and marketing team’s. The role will provide performance and attribution analysis and resolve all ad hoc issues related to any queries that may arise as well as be involved in projects with varying levels of complexity. Will be expected to implement improvements to the reporting structure and bespoke reports, work closely with colleagues, developers and other relevant parties; opportunity to grow into role & assume wider responsibilities.

**Minimum Requirements**:

- Minimum 4 years prior work experience at an asset manager is essential having worked in a similar role previously
- Sound knowldege of performance and attribution methodologies
- In-depth knowledge of portfolio and instruments level data and their appropriate classification
- Spreadsheet, presentation and reporting experience essential
- A quantitative degree and investment focus will be an advantage, CIPM/CFA or currently studing towards the designation will be an advantage
- BCom or Business Science or other relevant degree with a major in statistics, economics or portfolio management
- In depth knowledge of Microsoft Office incl. Excel & Powerpoint
- Working knowledge of Inet & Morningstar preferred, and a basic understanding of SQL(SSRS) will be an advantage

**Duties and Responsibilities**:

- Take overall responsibility of correctness and timeous distribution of internal and external reporting.
- Drive improvement of retail and institutional reporting structures as internal and external requirements develop.
- Responsible for researching and resolving any database discrepancies
- Check reports generated by other analysts, interpret and analyse the results.
- Manually recalculate performance numbers when needed to ensure accuracy
- Manage and take ownership of data to enrich reporting data warehouse and ensure optimum efficiency.
- Work closely with investment analysts to ensure decision-making is based on accurate and reliable data
- Maintenance of integrity of investment database(s) including accurate classification of information & identification and correction of errors; liaise with developers & managers to ensure information is captured correctly
- Ensure investment team are provided with relevant timely reports of underlying portfolios; engage with investment team & developers to ensure reports remain accurate & relevant
- Ensure marketing team are provided with relevant data to run reports monthly & quarterly & build presentations and present results to investment team and other internal stakeholders
- Interpret and analyse Attribution and Contribution analysis results and investigate detractors and contributors to performance
- Continuously improve the processes, systems and outputs to meet the needs of internal and external clients

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