South Africa Job Openings

PPS Recruitment

Performance and Reporting Analyst

Nuweland

October 2, 2024

Job Advert Summary
Who we are:
PPS Investments is part of the PPS Group, which for over 8 decades has been the trusted financial partner for graduate professionals in South Africa. Unlike a company that is listed on a stock exchange, PPS belongs to its members and operates under the ethos of mutuality. This means that qualifying members can exclusively share in the profits of the Group, through the unique PPS Profit-Share Account.
PPS Investments exists to create and grow the wealth of graduate professionals and their families to live the lives they want in a world worth living in. We offer diversified and flexible investment solutions that are mutually beneficial to our clients in the long run because we believe that success is better shared.
Purpose of the job:
The performance analyst will be responsible for the performance calculations, the contribution and attribution analysis of all funds, portfolios, classes, benchmarks and composites. They will work closely with various internal departments and external clients, including the investment and marketing team’s. The role will provide performance and attribution analysis and resolve all ad hoc issues related to any queries that may arise as well as be involved in projects with varying levels of complexity
Minimum Requirements
Ideal experience:
  • Minimum 4 years prior work experience at an asset manager in a similar role is advantageous.
  • Sound knowldege of performance and attribution methodologies
  • In-depth knowledge of portfolio and instruments level data and their appropriate classification
  • Spreadsheet, presentation and reporting experience essential
  • A quantitative degree and investment focus will be an advantage, CIPM/CFA or currently studing towards the designation will be an advantage
Ideal qualifications:
  • BCom or Business Science or other relevant degree with a major in statistics, economics or portfolio management
Competencies and ideal personality attributes:
  • Ability to work independently and as part of a team
  • Accountability and responsibility for accuracy and detail of work
  • Self-starter, take initiative and be proactive
  • Diligence and numerical ability
  • Ability to prioritize duties and responsibilities, and meet deadlines
  • Willingness to learn
  • Passionate, ambitious and energetic
  • Ability to adapt to change
  • A bias to action
  • Good verbal, written and interpersonal communication skills
Systems knowledge:
  • In depth knowledge of Microsoft Office incl. Excel & Powerpoint
  • Working knowledge of Inet & Morningstar preferred, and a basic understanding of SQL(SSRS) will be an advantage
Duties and Responsibilities
Main duties and responsbilities:
  • Responsible for monthly and quarterly performance processes ensuring the correctness and timeous distribution of internal and external reporting.
  • Responsible for researching and resolving any database discrepancies
  • Manually recalculate performance numbers when needed to ensure accuracy
  • Maintenance of performance and attribution system
  • Work closely with investment analysts to ensure decision-making is based on accurate and reliable data
  • Resolution of ad hoc performance, attribution and reporting queries.
  • Maintenance of integrity of investment database(s) including accurate classification of information & identification and correction of errors; liaise with developers & managers to ensure information is captured correctly when required.
  • Ensure investment team are provided with relevant timely reports of underlying portfolios; engage with investment team & developers to ensure reports remain accurate & relevant
  • Interpret and analyse Attribution and Contribution analysis results and investigate detractors and contributors to performance
  • Contribute towards the continuous improvement of the processes, systems and outputs to meet the needs of internal and external clients
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