Job Description
At Old Mutual Wealth we believe that our people are our greatest asset, the foundation of our business. We therefore foster a culture of integrity and accountability, where people are empowered to take full ownership for driving and delivering the outcomes required of their roles to meet our business objectives.
If you aspire to work in a high performance, entrepreneurial and fast-growing wealth, and investment management business, then we have an exciting opportunity for you.
While the pressure may be high, so too are the opportunities for professional growth and development. This position offers you exposure to an exciting local and global industry with guidance and mentorship from a team of highly experienced individuals.
If you are serious about growing your knowledge and skills and ultimately shaping your career trajectory, read more below.
This role is individually accountable for extracting and maintaining data on the investment performance systems.
Key responsibilities will include amongst others the following:
- Responsible for Fund performance calculations and customised benchmark maintenance.
- Maintains various internal performance systems, including maintaining static data and loading data from other sources into the systems.
- Responsible for on-going Global Investment Performance Standards compliance including the maintenance of GIPS composites.
- Submits data to consultants.
- Extracts data from performance systems.
- Allocates Investments and disinvestments to their relevant asset classes
- Deals with a wide range of performance-related queries from external and internal sources.
- Review daily trading box instructions
- Produce and review rebalance instructions
- Involvement in broader Multi-Manager team projects
- Generate, analyse and use of Statpro reports
- Calculates performance-based fees.
- Prepares performance-related material for client feedbacks, tenders and marketing initiatives.
- Degree with Stats/Maths.
- Understanding & knowledge of financial markets, performance standards & methodologies.
- Advanced Excel skills.
- 3yrs relevant experience.
- Statpro Revolution experience advantageous
- Previous asset manager experience advantageous
- Hi-port, P control experience advantageous
- Working close with NAV and operations teams beneficial
Education
Closing Date
23 May 2023
Old Mutual Limited is pro-vaccination and encourages its workforce to be fully vaccinated against Covid-19.
All prospective employees are required to disclose their vaccination status as part of the recruitment process.
Please refer to the Old Mutuals Covid-19 vaccination policy for further detail. Kindly note that Old Mutual reserves the right to reinstate the requirement to vaccinate at any point if it is of the view that it is imperative to do so.
