Performance Analyst

at  Sanlam

Qualification and experience

• B Financial degree or an equivalent qualification, preferably with a strong numerical component.
• 3 or more years experience in Portfolio Performance and Attribution Analysis at a Financial Institution would be an advantage.
• Exposure to Statpro Performance Attribution would be a distinct advantage.
• Advanced Excel skills (VBA).
• Interest in financial markets and investment portfolios.
• SQL database programming skills.
• Programming skills (VB.Net

• Calculate and produce accurate performance and attribution data.
• Assist in the construction and maintenance of composites in compliance with the Global Investment Performance Standards(GIBS).
• Provide analysis and interpretation of GIPS results as required.
• Maintain systems and databases by ensuring departmental procedures are followed to review the accuracy and integrity of static and time series data for assigned portfolios, benchmarks and other information.
• Provide strong understanding of performance calculations in various systems and calculate manually as needed.
• Prepare, interpret and investigate anomalies in attribution/contribution reports used in the analysis of performance.
• Interact regularly with internal clients to research, analyse and resolve queries.
• Actively participate on special projects and support/implement process improvements/efficiencies.

Qualification and experience

• B Financial degree or an equivalent qualification, preferably with a strong numerical component.
• 3 or more years experience in Portfolio Performance and Attribution Analysis at a Financial Institution would be an advantage.
• Exposure to Statpro Performance Attribution would be a distinct advantage.
• Advanced Excel skills (VBA).
• Interest in financial markets and investment portfolios.
• SQL database programming skills.
• Programming skills (VB.Net)

Personal attributes

• Excellent analytical and problem-solving skills.
• Logical and lateral thinking
• Passion for excellent service delivery with a demonstrated commitment to maintaining the highest standards.
• High energy and a drive for completion.
• Meticulous attention to detail and accuracy, with a commitment to follow through and follow-up.
• Willingness to learn and share knowledge.
• Ability to work independently with minimal supervision.
• Excellent time management and organisational skills.
• Ability to perform well under pressure,
• Ability to be an effective team player and pro-active individual.
• Ability to take initiative.
• Excellent written and verbal communication skills.