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 you seeking a rewarding
career in fiduciary asset management? Do you have strong communication and
interpersonal skills? Are you highly organised and adaptable, with a strong ethical base?
Then this position might be for you

**Who is Futuregrowth?**
Futuregrowth has been South Africa’s leading developmental, responsible and fixed
- income investor for over 25 years. We manage a range of fixed interest and development
funds and play a key leadership role in the South African asset management industry. We
are committed to investing our clients’ funds in a responsible manner, with the interests
of our clients always coming first.

**Purpose of the position**
income portfolio performance and attribution on various funds to the Investment team
and clients.

**Key responsibilities of the position**

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.

**Knowledge and experience required**

**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 B Sc (with Mathematics, Statistics or

similar); and

2

**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.

**Recruitment process and closing dates**
activities and a psychometric assessment.

**Contact details**

3

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