Performance Analyst

-Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
Role Purpose

Verify, analyse and provide insight regarding investment performance and risk in order to support business decision making.
Requirements
- Degree in Investments Management, Economics, Finance, Mathematics or Statistics
- A plus if studying towards or have passed Certificate in Investment Performance Measurement (CIPM). Chartered Financial Analyst (CFA) or Financial Risk Management (FRM) exams.
- 3 years investment analysis experience
- Understanding of investment performance calculation principles
- Exposure to analysing and interpreting performance results to find/propose solutions to findings
- Investment Performance Attribution Analysis (Balanced, Equity and Fixed Income)
- Asset Allocation
- Stress Testing/ Scenario Analysis beneficial
- Business Intelligence charting of quantitative analytics beneficial
- Financial Commentary
- Analytical, risk management as well as problem solving skills

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Duties & Responsibilities

**Job summary**
- Perform detailed analytical and statistical review of the key return and risk drivers (both ex-post and ex-ante) of portfolios/benchmarks at the portfolio level, asset class level, manager level and instrument level.

**Key Deliverables **(Internal Process)**
- Verify and analyse the accuracy of investment performance data and resolve any variances.
- Quality assure data to ensure that no transactions are missing or are incorrectly accounted for and resolve discrepancies.
- Analyse and report the performance of investment portfolios to various stakeholders.
- Analyse investment attribution, identify trends and provide insights and recommendations to various portfolio managers and stakeholders
- Gather and interpret relevant data to resolve stakeholder queries.
- Deliver accurate and meaningful performance reports, insights and commentary within agreed timeframes.
- Generation of reports which maximises the efficiency and usefulness of the report formats or measures.
- Provide stakeholders with investment performance analysis and insights regarding factors behind performance return and comparisons against peers or benchmark.
- Analyse and investigate portfolio risk attribution based on risk appetite and mandate, ensuring that any potential breaches are raised with the relevant stakeholders
- Data automation and streamlining of processes to ensure timely delivery of reports
- Attend and convene meetings where necessary to optimise delivery of responsibilities
- Preparation of Asset Allocation file which is used for the purposes of cash flow rebalancing by portfolio managers
- Calculate net returns using portfolio manager fees based calculated/supplied by the finance team.

**Knowledge**
- Experience using StatPro or other performance and attribution systems.
- Keep abreast of Global Investment Performance Standards (GIPS) and identify opportunities to incorporate GIPS principles within investments.
- Knowledge of MSCI Barra Risk or other ex-ante risk systems.
- Advanced Excel/Power Pivot, Microsoft Power BI/Dax, data integration or financial/statistical modelling tools beneficial
- Portfolio Valuations including equities, bonds, derivatives and private equity/alternatives

**Adopt client centricity within area of responsibility **(Client Services)**:

- Engage with stakeholders to identify changing client needs and make recommendations to align service offering with client needs.
- Manage a client service excellence culture which builds enduring relationships and allows team to provide exceptional client service.
- Deadline driven and able to work under pressure to ensure deliverables meet expectations and are produced in the agreed timelines.
- Build and maintain relationships with clients and internal stakeholders

**Self-management and teamwork **(People)**
- Positively influence and participate in change initiatives
- Continuously develop own expertise in terms of professional, industry and legislation knowledge
- Contribute to continuous innovation through the development, sharing and implementation of new ideas
- Take ownership for driving career development, seeking advice and guidance from relevant mentors where necessary.
Competencies

**Strategic thinking**

**Client/ Stakeholder Commitment**

**Collaboration**

**Impact and influence**
- Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.