Senior Business Analyst
Samaha Consulting · Johannesburg, Gauteng
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The Senior Business Analyst – Performance Measurement will work in Sandton, Johannesburg, supporting wealth management and asset management clients. The role focuses on investment performance measurement, portfolio attribution, GIPS-compliant reporting, and business requirements analysis.
The candidate will define and validate performance measurement methodologies, translate business requirements into functional specifications, and collaborate with technology teams to deliver accurate, client-focused reporting solutions. The role requires strong expertise in investment returns, risk-adjusted performance metrics, portfolio reporting platforms, SQL-based data validation, and Agile delivery.
10+ years of relevant experience, a Finance degree or MBA, preferably CIPM/CFA/FRM certification, strong client-facing skills, and deep knowledge of investment performance measurement and attribution.
Duties & Responsibilities
Define, design, and validate performance measurement and portfolio attribution methodologies for wealth and asset management clients.
Analyse investment returns, including time-weighted returns (TWR) and money-weighted returns (MWR).
Apply GIPS standards, including composite construction and performance reporting requirements.
Translate business requirements into detailed functional specifications, business requirements documents (BRDs), use cases, and questionnaires.
Lead client interviews, requirements-gathering sessions, workshops, and scope discussions.
Review reporting mock-ups, prototypes, and dashboards to ensure performance accuracy and compliance with investment reporting methodologies.
Work closely with technology and development teams to implement reporting solutions in Agile project environments.
Use SQL to validate data, verify business requirements, and investigate performance reporting discrepancies.
Analyse risk-adjusted performance measures, including Sharpe Ratio, Treynor Ratio, Information Ratio, and Value at Risk (VaR).
Support project planning by defining minimum go-live requirements and identifying future enhancements.
Prepare executive presentations, client-facing materials, proposals, white papers, and solution accelerators.
Desired Experience & Qualification
10+ years of hands-on experience in performance measurement and attribution within wealth management or asset management.
Strong understanding of investment performance calculations, portfolio analytics, and attribution methodologies.
In-depth knowledge of GIPS standards and composite construction.
Practical experience with time-weighted and money-weighted returns.
Knowledge of risk-adjusted performance metrics, including Sharpe, Treynor, Information Ratio, and VaR.
Experience with portfolio accounting and performance reporting platforms such as Advent, SS&C, FIS, Confluence, StatPro, Eagle, or Addepar.
Proficiency in SQL for data analysis, validation, and requirements verification.
Experience preparing functional specifications, BRDs, use cases, and other business analysis documentation.
Strong requirements elicitation, stakeholder management, client interviewing, and workshop facilitation skills.
Experience working in Agile project environments and collaborating with development teams.
Excellent communication, presentation, documentation, and problem-solving abilities.
Demonstrated mentoring, coaching, and knowledge-sharing experience.