Performance Analyst (Prescient Investment Management)

DUTIES & 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 QUALIFICATIONS

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