Senior Investment Performance Officer

4 days ago

Cape Town, South Africa CA Financial Appointments Full time

**Job Description**:
This is an exciting opportunity for an individual to use your proven experience and skills to develop and improve processes and contribute to the performance and investment risk element with new system implementation and merging processes.

**Responsibilities**:

- Providing detailed performance and attribution reporting to Investment, Client Relationship and Senior Management teams.
- Contributing to the process for checking and analysis of performance of all investment account’s on a monthly basis. Providing individual client performance and benchmarks in a clear and effective way.
- Managing production of contribution/attribution analysis on client funds and my client’s funds. Writing commentaries to explain asset allocation, currency performance and performance from hedging positions and derivatives.
- Contribute to the performance and investment risk element with respect to new system implementation
- Contribute to the planning around implementing performance aspects of new portfolio management systems.
- Take a holistic view of performance and investment risk across investment management London with respect to improving processes.
- Responsible for adhering to the operating procedures and policies
- You are responsible for adhering to the operating procedures of the business as written and of providing enhancements and changes to the procedures as and when identified. It is essential that any such changes are properly documented immediately.
- Use task management software for managing deliverables and aiding communication.

**Requirements**:

- Educated to degree level or equivalent
- Excellent understanding of Performance methodology
- Advanced Microsoft Excel skills (VBA skills are an advantage)
- Proficient in use of Bloomberg and Morningstar and Factset
- Private Equity knowledge an advantage but not essential
- Experience of working with SS&C Advent APX PMS would be an advantage but not essential.

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