Lead a team of performance and reporting analysts responsible for delivering accurate and timely information to various stakeholders. The successful candidate is expected to drive improvements to the reporting structure and bespoke reports, working closely with developers, reporting analysts and other relevant parties

Job Specification
Oversee the day-to-day management of staff and develops/maintains individual and team metrics
Plans, allocates and measures individual employee’s work and makes decisions regarding performance appraisals, recognition and development
Review and validate performance data used by various stakeholders
Troubleshoot performance issues through working with analysts, portfolio managers, operations, clients, etc.
Drive internal and external reporting processes, liaising with various departments to ensure reports meet regulatory and client requirements, and implement industry best practice
Take overall responsibility of correctness and timeous distribution of internal and external reports
Drive improvement of reporting structures as internal and external requirements develop
Responsible for researching and resolving any database discrepancies
Manage and take ownership of data to enrich reporting data warehouse and ensure optimum efficiency
Maintenance of the monthly attribution models to quantitatively assess manager and investment team decision making; work with quantitative analyst to improve robustness of attribution
Maintain of integrity of investment database(s) including accurate classification of information and identification and correction of errors; liaise with developers and managers to ensure information is captured correctly
Ensure various parties are provided with relevant and timely reports of underlying portfolios; engage with investment team and developers to ensure reports remain accurate and relevant
Ensure marketing team are provided with relevant data to run retail and institutional reports on a monthly and quarterly basis & build presentations

Qualifications
B.Com or Business Science or other relevant degree
CIPM qualification is preferred

Experience
Minimum 4 years prior work experience in a similar role within the asset management environment is essential
In-depth knowledge of portfolio instruments in collective investment schemes and their appropriate classification
Spreadsheet and reporting experience essential
A quantitative degree and investment focus will be an advantage
Previous management experience

Key Competencies
Attention to detail and high level of accuracy
Ability to work independently
Accountability and responsibility for accuracy of work
Self-starter, take initiative and be proactive
Diligence and numeracy ability
Analytical and problem solving skills
Time management and organizational skills
Ability to meet deadlines
Passionate, ambitious and energetic

Systems knowledge
In depth knowledge of Microsoft Office incl. Excel & PowerPoint
Working knowledge of Inet & Morningstar preferred & basic programming language

Employment Equity
Preference will be given to candidate from designated groups