Manager: Investment Performance at Old Mutual South Africa

Job Description

• The Performance Manager will lead and manage the Performance and Attribution function within Old Mutual Multi Managers, ensuring accurate calculation of performance returns for portfolios and benchmarks. This role is crucial in analyzing and explaining the contributors to, and detractors from, excess performance. The Performance Manager will support multiple business units and may be called upon to represent the team on various platforms within the company and engage with industry working groups.

Key responsibilities will include amongst others the following:

• Team Leadership and Management:
• Lead and manage the Performance and Attribution team, providing oversight on all outputs.
• Mentor and develop team members, fostering a culture of excellence and continuous improvement.

Performance and Attribution Management:

• Oversee the full performance cycle, including daily and monthly performance procedures, ensuring accuracy and timeliness.
• Manage the performance and attribution reporting to internal clients, ensuring high-quality and insightful analysis.
• Sign off on performance fees, ensuring alignment with client expectations and agreements.

Operational Liaison:

• Liaise with administrators on operational issues to ensure smooth execution of performance-related tasks.
• Analyze differences between portfolios and benchmarks, ensuring compliance and accuracy.

Representation and Industry Engagement:

• Represent OMMM on industry working groups, contributing to the advancement of performance measurement and attribution standards.
• Serve as a key point of contact for performance-related matters within the company, ensuring alignment with broader business objectives.

Qualifications:

• Undergraduate degree, preferably in a commercial or quantitative field (e.g., BBusSci, BComm, BSc in Mathematics, Statistics, or Actuarial Science).
• CIPM (Certificate in Investment Performance Measurement) certification is preferred.
• A relevant postgraduate qualification (e.g., CFA) would be advantageous.

Experience and Skills:

• At least 10 years’ experience in institutional asset management, with a strong understanding of middle office processes.
• Demonstrated experience in managing or leading a team, with a focus on skill development and delivery excellence.