Job description

Respected wealth management company looking for a performance analyst.

Job description:

As a performance analyst, you are mainly responsible for firm-wide oversight of performance calculations, contribution and attribution analysis, composite review, and GIPS compliance. This role involves working closely with external service providers and internal departments including portfolio management, product development, finance as well as other groups within investment administration to provide analysis and guidance on performance related inquiries and business issues.

Job responsibilities will include but not be limited to:

• Compiling, maintaining and distributing various recurring and ad-hoc performance reports
• Ensure portfolio performance integrity by use and oversight of proprietary performance reporting, attribution, and contribution tools; review and analyse performance results and communicate findings
• Collaborate on performance attribution methodologies and results
• Liaise with investment administration on various operational challenges that impact performance and the investment process including pricing, derivatives processing, corporate actions, asset transfers, and cash flows
• Collaborate with IT (internal and external) to develop, test, and integrate technology solutions to enhance our performance reporting and analysis tools (automation)
• Engage with portfolio and product management to develop performance solutions
• Provide support to product management
• Assist in the design and implementation of policies, procedures and reporting to effectively identify and resolve operational issues while ensuring best practice and consistency across products
• Ad-hoc project work

Requirements

Core competencies:

• You have a good understanding of investments
• You have a practical understanding of different performance calculation and attribution methodologies
• You have an understanding and knowledge of performance standards (GIPS)
• VBA programming skills will be a distinct advantage
• You have current, relevant experience in accounting / portfolio administration would be a distinct advantage
• You have a keen eye for detail
• You are highly accurate
• You have excellent numeric skills
• You have an analytical mind-set
• You are a problem solver
• You do not mind repetition. Recurring tasks will be part of your role
• You are proactive and show initiative
• You have excellent communication skills – ability to interact effectively with people at all levels of the organization
• You have the ability to work unattended and as part of a small team
• You are able to learn quickly from an experienced team and have the ability to prioritise work efficiently and take ownership of responsibilities
• You have an affinity for systems
• You are able to work under pressure and meet tight deadlines
• You are able to manage multiple priorities

Core qualifications and experience requirements:

• You have a B.Com accounting (honours) with tax as distinct advantage
• You have a minimum five years’ current and relevant experience in the financial services – asset management industry; this would be a distinct advantage
• You have strong knowledge of Excel (advanced) and Microsoft Office. Bloomberg, Morningstar and Statpro experience would be distinct advantages

Preferred computer competency:

• Microsoft Office
• Advanced Microsoft Excel
• VBA
• SQL
• Bloomberg / Statpro / Morningstar would be distinct advantage

Posted on 26 Sep 07:23

Job description

Our growing IDM risk and analytics team is looking for a risk analyst to join us. This individual will work closely with the rest of the fun and exciting analytics team, and take guidance from senior management. We are looking for the following traits in the ideal individual.

Key responsibilities:

• Identify risk gaps for systems and processes within the business and develop relevant reporting to address the risk
• Refine and improve existing risk reporting metrics/content/method
• Review risk reports and conduct qualitative investigation on high risk items
• Work closely with the Analytics Team to for report development and optimisation and identify new metrics to for risk reporting
• Act as escalation contact for all serious risk associated matters within the business
• Conduct weekly meetings with all areas of business, discussing in detail all high risk items with senior members of each respective team. Highlight issues that have not been investigated to a satisfactory level, and follow up on those items on a regular basis until resolved.
• Share reporting and presentations with Senior Management proactively. This will include weekly and monthly trends and create overall risk rating to accurately reflect the business risk at any given time.

Involvement with various projects across the business including but not limited to:

• Roll out of new processes and systems across the business
• Roll out of new products across the business
• Identification of business process weaknesses and implementation of improvement
• New ventures

Company Description

Founded in 2004, The IDM Group contains two of South Africa’s largest, leading and multi-award winning debt counselling businesses, DebtBusters and Consumer Debt Help, as well as our FSB regulated Insurance Brokerage, Insurance Busters. The Group has assisted over 50,000 clients in debt counselling since 2008 and growing at a rate of 1,200 clients per month.

Requirements

• Operational or financial risk background preferred
• Experience in all areas of business is not essential, but advantageous
• Familiar with operational systems used within the business
• Proficient in MS Office (especially Excel and PowerPoint)
• Strong work ethic
• Ability to work under pressure
• Being adaptable to changing circumstances
• Able to manage difficult discussions with Team Leaders and Senior Consultants from all areas of the business

Key competencies:

• Ability to independently and take initiative
• Maturity to hold conversations with senior management
• Analytical and numerical
• Strong communication skills
• Great attention to detail
• Proactive
• Ability to understand, analyse, and interpret data

Posted on 15 Sep 14:23

We are a savvy, results-driven digital marketing agency that understands business to deliver bold, creative strategies and personal, memorable communication. We attract and partner with clients because we promise to add value and deliver continuous growth with TLC.

We need a junior SEO analyst to assist with search engine optimisation of several of the great brands we partner with.

You must have (or be)

• ‘Savvy’ with an inquisitive and analytical mind
• High attention to detail
• Good understanding of Google Search tools
• Flawless English
• Willingness to learn new skills through your own research
• Ability to manage multiple complex tasks and great organisational skills
• Hard working, motivated, wanting to be part of something small but growing big!
• Undergraduate or postgraduate in marketing, IT, or maths related subject
• Higher maths matric pass

Desirable

• Previous experience of SEO – minimum one year
• Basic Google Analytics – preferably a certification
• Basic knowledge of CMS systems such as WordPress
• HTML an advantage – you will be performing basic website updates
• Adaptable – the ability to wear several different hats in one day
• Proactive communicator with team, industry partners and clients

Tasks will include:

Off-site SEO

• Inbound link building strategies and management
• Writing blog posts, social media posts, press releases
• Keyword monitoring and optimisation
• Perform link profile analysis for clients in a variety of fields and industries

Technical/onsite SEO

• Fixing Webmaster errors
• Site user experience improvements
• Internal and external link-building
• Writing titles and meta data
• On-page optimisation
• Landing page monitoring and management

Team and client reporting including

• Monitoring and maintaining SEO and Web Analytics Tools
• Analysing off-site profiles of client and competitor sites
• Analysis of ranking data, spotting trends and making recommendations to team
• Generating weekly and monthly reports on site usage, conversions, interactions and rankings

Please get in touch with your CV details of the grade you obtained at maths matric, your current and expected salary and your notice period, and a short paragraph on what makes a ‘Savvy’ SEO Analyst.

Posted on 28 Aug 07:58

A leading training provider in the hospitality industry requires a Business Improvement Analyst to join their team. Your main role will be to lead specific improvement projects working with multi-functional teams across the organisation. As part of this process you will provide support to teams in planning, defining appropriate measures, use of tools, problem solving and reviewing all aspects of the initiative, to help achieve the project goals.

Duties:

• Liaise and coordinate with businesses on the status of projects to ensure that projects are identified, prioritized and implemented in a timely and effective manner.
• Facilitate the sharing of best practices across the Group.
• Develop and promote consistent performance systems and processes that build upon existing programs in place across the organisation.
• Assess and provide recommendations on the effectiveness of key performance indicators being used by management to improve the key drivers of performance that cover commercial, financial, operational and other parameters.
• Responsible for performing periodic analysis and reviews of performance including identification of performance trends, gap analysis, best performers and areas of opportunity.
• Assist in developing best practice monthly closedown procedures.
• Assist in developing and implementing process improvements to meet business goals.
• Identity and manage resources for process improvement projects.
• Assist in planning and executing process improvement projects.
• Provide support and guidance to team when needed.
• Provides consultation on the use of re-engineering techniques to improve process performance and product quality.
• Assist in developing process improvement policies and infrastructure.
• Optimize or redesign process flows to meet project requirements.
• Maintain and update all process related documents for reference purposes.
• Train resources in process improvement techniques.
• Work with management to define the short-term and long-term objectives and potential gains.
• Assist in determining project scope and schedule based on business needs and customer requirements.
• Define configuration specifications and business analysis requirements.
• Perform quality assurance.
• Define reporting and alerting requirements.
• Own and develop relationship with partners, working with them to optimize and enhance our integration.
• Help design, document and maintain system processes.
• Report on common sources of technical issues or questions and make recommendations to production team.
• Communicate key insights and findings to production team.
• Constantly be on the lookout for ways to improve monitoring, discover issues and deliver better value to the customer.

Requirements:

Basic requirements

• University degree in business administration, finance or engineering.
• A relevant professional qualification would be an advantage.
• Six+ years of experience in a global operating company demonstrating a clear understanding of business principles, financial performance, processes and operations.

Skills, knowledge, and attributes

• Strong analytical and technical skills, ability to problem solve, critical thinking and a desire to see an organisation reach its goals.
• Experience in major change initiatives and/or projects within interdisciplinary teams with an ability to develop project measures of success, analyse progress and evaluate outcomes.
• Demonstrated ability to communicate, influence and support key stakeholders at different levels.
• Ability to work under own direction and high degree of initiative.

While we would really like to respond to every application, should you not be contacted for this position within 10 working days please consider your application unsuccessful

When applying for jobs, ensure that you have the minimum job requirements. Only SA citizens will be considered for this role. If you are not in the mentioned location of any of the jobs, please note your relocation plans in all applications for jobs and correspondence. Please email a Word copy of your CV to

moc.nifatad@nyrat

and mention the reference numbers of the jobs.

Posted on 07 Aug 08:30