Description

BACKGROUND:

REMOTE WORKING - SOUTH AFRICA

Peritus Investment Consultancy is an independent consultant providing wealth guidance services for high-net-worth individuals and trusts along the family office investment consultancy model.

The firm's continued expansion has resulted in the creation of a full-time role of Senior Performance Analyst

KEY RESPONSIBILITIES:

• • Obtaining client data from investment institutions
  • Ensuring accurate and timely input of performance data
  • Creating and reviewing performance reports on a quarterly basis
  • Facilitating investment-related communication with clients and institutions
  • Interpret and analyse reports and charts to provide client insights
  • Support fellow analysts with client queries
  • Contribute ideas for technical solutions and process improvements
  • Maintaining and updating CRM and performance database

Minimum requirements:

• • Undergraduate degree in business, finance or related areas.
  • Investment qualifications CFA, FRM, CAIA or equivalent
  • Excellent command of written and spoken English
  • Strong IT skills in Microsoft office Suite, Excel, SQL would be beneficial
  • 5 or more years experience in an performance / investment administration role
  • Experience of Morningstar an advantage
  • Manage large volumes of portfolio and market data
  • Possess strong analytical skills and good time management
  • Able to handle pressure, meet deadlines and work independently

Personal Qualities:

• • Highly motivated
  • Strong ethics and integrity
  • Excellent administration, communication and organisation skills
  • Strong attention to detail
  • Robust problem solving skills
  • Must be self-motivated and able to manage your own strict deadlines
  • Applicants must be strong team players

Compensation:

Annual remuneration will comprise a fixed salary in line with the candidate's qualifications, experience and professional expertise.

Location

This position is 100% a remote role to be performed at the individuals' home.

Please apply in English with full CV and references and supporting documents