Senior Business Analyst - Investment Performance & Attribution (Contract)
Hrvisory Pty Ltd · Johannesburg, Gauteng
Stop applying one at a time.
JobAlertsZA auto-applies to South African jobs like this one for you, overnight. Upload your CV once — we do the applying.
Start free — we apply for you →Introduction
We're is seeking an experienced Senior Business Analyst – Investment Performance & Attribution to join its Reporting Engagement team.
The successful candidate will bring deep expertise in investment performance measurement, attribution methodologies and wealth or asset management reporting. The role involves translating complex business requirements into detailed functional specifications, validating investment methodologies, and working closely with clients and technology teams to deliver accurate, client-centric reporting solutions aligned with Global Investment Performance Standards (GIPS).
This is a senior, client-facing role suited to a professional who combines strong investment domain knowledge with business analysis, stakeholder management and technology delivery experience.
Duties & Responsibilities
Define, analyse and validate investment performance measurement and attribution methodologies across portfolio managers, wealth managers and financial advisors.
Translate business requirements into detailed business requirements documents (BRDs), functional specifications, use cases and supporting documentation.
Lead client interviews, requirements-gathering sessions, workshops and scope discussions.
Ensure reporting methodologies align with GIPS requirements, including composite construction and performance presentation.
Review reporting mock-ups, prototypes and proposed solutions to ensure methodological accuracy and compliance with business requirements.
Work closely with technology and development teams to translate business needs into effective reporting solutions.
Validate investment and portfolio data using SQL and support requirements verification.
Contribute to Agile project delivery, backlog discussions, scope planning and prioritisation of go-live requirements versus future enhancements.
Prepare executive presentations, sponsor-facing materials, proposals, white papers and solution accelerators.
Build strong relationships with senior client stakeholders and facilitate effective decision-making across business and technology teams.
Mentor junior team members, share specialist knowledge and contribute to the development of consulting capabilities.
Desired Experience & Qualification
10+ years of hands-on experience in investment performance measurement and attribution within wealth management or asset management environments.
A degree in Finance or a related discipline; an MBA will be advantageous.
Strong understanding of Global Investment Performance Standards (GIPS), including composite construction and performance reporting.
In-depth knowledge of time-weighted and money-weighted returns, performance attribution and risk-adjusted performance metrics, including Sharpe Ratio, Treynor Ratio, Information Ratio and Value at Risk (VaR).
Proven business analysis experience, including requirements gathering, functional specifications, use cases and business requirements documentation.
Proficiency in SQL for data validation, analysis and requirements verification.
Experience working with portfolio accounting, investment performance or reporting platforms.
Strong client-facing skills, including workshop facilitation, stakeholder engagement and senior-level presentations.
Experience working in Agile project environments and collaborating with business and technology teams.
Excellent written and verbal communication, analytical thinking and documentation skills.
Demonstrated ability to work independently, manage competing priorities and mentor junior colleagues.