Performance Analyst

**Purpose of role**:
The Performance Analyst plays a critical supporting role to the Investment team by maintaining and developing the performance systems and databases. This includes ensuring the accuracy and integrity of performance calculations and attribution analysis across all funds, classes, benchmarks, and composites. In addition to performance and attribution responsibilities, the role requires close collaboration with various stakeholders, including the Client Solutions and Business Development teams, to support reporting, client servicing, and strategic initiatives across the business.

**Duties and responsibilities**:

- Maintain the existing database and assist in the development of a new performance system. R coding skills essential.
- Support the Investment team with accurate performance and risk and attribution calculations. Provide efficient and effective investment risk management and performance attribution services to the investment team.
- Provide meaningful risk analysis and input, and sound data analytics, to support and add value to portfolio managers and investment analysts.
- Play a key role in ensuring automation of performance processes and reporting.
- Performance monitoring and reporting:

- Full involvement in the performance cycle.
- Responsible for daily and monthly performance procedure.
- Compile daily and monthly performance reporting.
- Check performance data base monthly.
- Ensure updates for regular performance charts are completed soon after month-end (Risk and return database).
- Compile retail performance comparisons on monthly basis (Profile, Morningstar, Bloomberg data).
- GIPS:

- Maintain GIPS composites and mandate analysis.
- Ensures all relevant data is accurate, complete, and up to date to support the annual verification process.
- Ensure all new/exiting clients are correctly noted in admin system.
- Review GIPS requirements on ongoing basis and implement in process and maintain the GIPS policy.
- Facilitate and be the main point of contact for the GIPS audit.
- Chair the GIPS committee.
- Join the ASISA GIPS working group.
- Review all survey data compiled and distributed by the business development analyst for submission to survey providers as required as well as regulator audits of surveys.
- Idea generation relating to Performance Analysis function as well as continuously evaluating and enhancing performance function.
- Keep abreast of developments in the Investment Risk Management, Data Analytics and related spaces to enable continuing enhancements to risk and performance analyses and processes.
- Providing support to portfolio managers in terms of client communication.
- Ensure investment and strategy knowledge is current by attending relevant internal investment team meetings and keeping up to speed with industry news.
- Ad hoc quantitative / risk-return queries.
- Responsible for producing accurate performance data interacting with appropriate individuals/groups to resolve errors.
- Ensures performance data has been represented in a complete and accurate manner within senior management reports, third-party databases, sales materials and regulatory findings.
- Custodian of performance reporting and analytics at Prescient Investment Management.
- Own the valuation policy, ensuring it remains current and aligned with industry best practices. Play an active role in the Valuations Committee—either as a contributing member or by leading its activities and initiatives.

**Required experience**:

- 2-4 years + experience in a performance analyst role.
- Understanding of operational workflow, performance and attribution methodologies and portfolio risk statistics.
- An excellent understanding of investment strategies, financial instruments, and markets.
- R coding ability essential. Solid coding skills and good knowledge of ideally R, or Python.
- Strong knowledge and use of databases (i.e. SQL queries and scripting or other Data Warehouse offerings) is an essential.

**Required Qualifications**:

- Relevant Honours/ Master’s Degree (Financial mathematics, Actuarial, Stats orientation).
- CFA Charter holder or CFA studies preferred.
- Willingness to study CIPM.

**Key competencies**:

- Accuracy and meticulous attention to detail.
- Positive, pro-active team player. Able to work well in a team environment.
- Highly organised with good time management skills.
- Able to handle stress well.
- Self-driven.
- Excellent knowledge of and exposure to the Financial Services Industry with a solid understanding of Regulations.
- Proven organisational skills and ability to handle high volumes with tight deadlines.
- Analytical.

**Why this role**: