Investment Performance Analyst

3 days ago


Southern Suburbs, South Africa CA Financial Appointments Full time

Fantastic opportunity to join a respected and talented investment services team in Cape Town as their Investment Performance Analyst and be their expert in the team at this Previous performance, attribution and risk experience sought

**Responsibilities**:

- Attribution and performance analysis
- Portfolio analytics
- Monitor risk exposure around portfolios
- Risk and performance analysis to represent to clients
- Work with the construction of client portfolios and support the portfolio management team
- Data interrogation and data analysis
- Validation, reconciliation, analysist and preparation of data
- Develop an understanding of the market risks and tools
- Report generation, client report submissions (there is a team to prepare the reports, you’ll oversee)
- Support the portfolio management team

**Requirements**:

- Minimum BBusSci / BCom Investments / BSc majors maths/ stats/ finance/ engineering or similar
- Minimum of 3- 5 years’ experience in a similar role - with performance, risk and attribution experience, essential.
- Good base of technical investment knowledge, ideally with quantitative ability i.e. performance and risk calculations etc.
- A good team player with excellent communication skills
- Strong MS Excel and data analysis
- Excellent time management and client services skills
- Ability to learn and pay high attention to detail
- Keen interest in the financial markets
- Excellent communicator and team player
- Highly analytical and numerate


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