Investment Performance Analyst
The Talent Experts · Claremont, Western Cape
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Investment Performance Analyst
Claremont, Cape Town
Market related
Performance is more than a number. Come analyse what’s behind it.
Is this you?
Analytical, curious and highly organised, you enjoy getting beneath investment performance numbers rather than simply reporting them. You take ownership, stay composed under pressure and communicate complex calculations clearly. You’re equally comfortable working independently and collaborating with portfolio managers, client-facing teams and senior stakeholders.
What you’ll be doing (and why you’ll enjoy it)
Your focus will span investment performance measurement, equity, multi-asset and fixed-income attribution, analytics and performance reporting. You’ll interpret mandates and benchmarks, model performance fees, support GIPS compliance, complete industry survey submissions and strengthen controls and processes. You’ll enjoy this because your analysis directly supports investment teams and helps turn complex performance data into meaningful insight.
Where you’ll be doing it
Join an established global investment management environment combining international expertise with deep Southern African market knowledge. You’ll work within a business managing significant assets globally and locally, with an inclusive, supportive culture that encourages learning, collaboration and career development. You’ll work from professional offices based in Claremont, Cape Town with the option to work hybrid.
What you’ll need
Bring your completed tertiary qualification in Finance, Statistics, Mathematics or similar, with at least 3 years’ Performance Analyst experience gained in asset management. CFA studies or CIPM credentials are beneficial but not essential. Knowledge of investment performance, attribution, fund and investment accounting, GIPS and performance fees is important, while StatPro Revolution, Morningstar and performance attribution system experience will strengthen your application.
What you’ll get
An opportunity to join one of the biggest and well-known brands in the industry, offering exposure to sophisticated investment analytics, diverse stakeholders and global investment expertise, with scope to deepen your technical knowledge and make a tangible contribution to investment decision-making. An above market salary, employee shares, medical aid, pension and flexibility are what make this an incredible opportunity.
How to apply
For a confidential discussion please contact Claudette Du Preez on LinkedIn, (021) 035 1433 or send your CV to c.dupreez[at]thetalentexperts.co.za - we appreciate that your CV might not be fully up to date. No problem, just send us what you have. We do respond to everyone! Just give us a few days to work through your application.