Performance Analyst

SUMMARY:

Financial Services Company in Cape Town has an opportunity available for a Performance Analyst who will report to the Actuarial Partner/Qualified Actuary

Purpose of the position:

POSITION INFO:

Qualification and Experience Required:

• Actuarial Science qualification or Degree in Stats or Mathematics
• At least 3 years’ experience in a similar role or relevant experience in the Financial Services Asset Management  or Investment Industry

Computer Competency Requirements:

• Microsoft Office with advanced Excel and VBA
• SQL will be a distinct advantage
• Matlab, R, Python, C# will be a distinct advantage

Key Responsibilities and Accountabilities:

• Resolve Financial Advisor and actuarial queries timeously and correctly
• Compile, maintain and distribute various recurring and ad-hoc management reports
• Interpret and assist with the implementation and understanding of various regulations and standards and licenses
• Ensure Financial Advisor understanding of in-house tools, performance fees, performance reporting, products etc. through training and query resolution
• Assist Financial Advisors to implement the house view
• Identify and manage potential projects than can reduce the need for individual queries and/or improve the offering to clients.
• Build, test and implement tools or collaborate with IT (internal & external) to develop, test, and implement technology solutions
• Maintain internal tools, systems and data
• Perform actuarial, financial planning etc. research as required to answer queries

Salary negotiable depending on experience.

NB! This job is now closed. You can apply for other jobs by uploading your CV.