Designation: Performance Analyst | Constantia, Cape Town, Western Cape | Permanent
Category: Administration and Operations
Job Level: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents
Posted by: PSG Financial Services
Posted on: 25 Oct 2024
Reference Number: POS37153
Closing date: 15-Nov-2024
Position Type: Permanent
Location: Constantia Main Road
Overview:
PSG's commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disabilities to apply.
Job description: Support the Sales as well as Investment Team in providing the business with accurate performance and attribution calculations for all PSG AM funds as well as broader industry analysis.
Responsibilities:
- Full involvement in the performance cycle
- Responsible for monthly and quarterly performance procedure
- Compiling and evaluating performance data and other industry analysis for business pitches
- Maintenance of performance databases and systems
- Ad hoc performance queries
Monthly Tasks:
- PSG AM Masterpack (Updating performance slides, holdings and asset allocations), including Pitch Packs
- Morningstar Performance Pack
- Monthly performance sheets for the fund fact sheets
- Rolling Returns Charts
- Provisional Performance Sheet
- PSG AM Process Review Dashboard
- Benchmark Updates (MPS and Statpro)
- Client Emails (Morningstar Performance Reports)
- Correlation Analysis for John and Elana
- Fixed Income Yields for the Sales Team and Investment Specialists
- Write Ups – Corion and Riscura
- Ad Hoc Queries
Quarterly Tasks:
- Bragsheets – updating all performance information
- Performance data for the quarterly commentaries
- Multi-Manager Stats
- ASISA Stats
- Lisp Quarterly Return Templates
Minimum Requirements:
- Minimum B.Com Investments or similar
- 2-3 years min industry experience
- Advanced Excel Skills and systems knowledge
- Experience working in Morningstar Direct / Bloomberg
- Analytical and incredible attention to detail (most important)
- High organisation skills and time management
Competencies:
- Planning/organising and coordinating skills
- Interpersonal skills (Interaction with different business divisions and level of management)
- Communication skills (verbal and written)
- Solutions driven
- Industry specific knowledge
- Strong analytical skills
- Applying technical expertise
- Acute computer skills
- Time management skills
- Creativity and innovating
- Presentation and Marketing skills
- Decision & problem solving skills
- Research/Analysis skills
How to apply: Candidates interested must apply on the PSG Careers website OR browse vacancies by no later than 15 November 2024. By submitting your application, you are giving PSG Financial Services implicit consent to the storage and processing of your personal information. If you are not contacted within 2 weeks of your application, please accept that your application was unsuccessful.
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