Senior Investment Performance Analyst at Old Mutual

Job Description

What Success Looks Like

• You deliver accurate, reconciled performance reports on time, every time.
• You maintain clear documentation and structured processes that others can rely on.
• You contribute to a culture of peer review, shared ownership, and continuous learning.
• You take initiative, but never at the expense of team alignment or process integrity.
• You bring technical depth and use it to simplify, automate, and elevate our reporting.
• You’re comfortable in ambiguity but committed to clarity.
• We’re looking for a Senior Investment Performance Analyst who thrives in complexity, brings clarity to data, and is energised by transformation. This role is central to our performance reporting function, requiring someone who can lead with precision, collaborate with purpose, and contribute to a culture of accountability and continuous improvement.
• You’ll be joining a team that values bold thinking, embraces contrast, and sees the individual behind the output. We’re not just looking for technical excellence - we’re
• looking for someone who understands the impact of their work on the team, the business, and our clients.
• As a technical lead, the Senior Investment Performance Analyst mentors junior analysts and fosters a collaborative, high-performing environment. By driving excellence in performance reporting, process enhancement, and team development, the Senior Analyst plays a key role in supporting the Manager: Investment Performance and advancing the team’s collective success.

Key Responsibilities

• Lead the production, validation, and sign-off of monthly, quarterly, and ad-hoc investment performance reports across institutional and retail portfolios.
• Perform advanced performance calculations including time-weighted returns, multi-period attribution, and ex-post risk metrics.
• Ensure full compliance with GIPS standards and internal reporting protocols.
• Own and maintain automation tools and reporting infrastructure using SQL, Python, and Power BI.
• Champion structured processes: maintain and improve SOPs, file structures, and documentation to support continuity and team visibility.
• Collaborate with internal stakeholders to support performance-related queries, client reporting, and oversight packs.
• Mentor junior analysts and contribute to team knowledge-sharing and capacity building.
• Lead or support strategic initiatives such as system migrations, dashboard development, and reporting enhancements.
• Uphold quality control standards: ensure reconciliations are complete, backups are maintained, and peer review is embedded in all deliverables.
• Take ownership of assigned roles and responsibilities, respecting team workflows and capacity planning.
• These responsibilities offer an overview and a general outline of the role and are not exhaustive.

Qualifications and Experience required:

• Bachelor’s degree in Finance, Economics, Investments, or related field.
• Postgraduate qualification or certification (e.g., CIPM Level 1) strongly preferred.
• Minimum 5 years’ experience in investment performance analysis, preferably in a multi-manager or asset management environment.
• Strong understanding of performance measurement methodologies, attribution techniques, and risk-adjusted metrics.
• Advanced proficiency in Microsoft Excel (including VBA), SQL, and Python.
• Experience with Power BI or similar tools for performance visualisation and reporting.
• Familiarity with StatPro Revolution or equivalent performance systems.
• Proven ability to document processes, maintain structured workflows, and contribute to operational continuity.
• Excellent communication and collaboration skills, with a track record of mentoring and peer engagement.
• Ability to manage competing priorities, meet deadlines, and maintain high standards under pressure.

Skills

• Accounting, Action Planning, Analytics Software, Budget Management, Client Management, Computer Literacy, Data Classification, Data Compilation, Evaluating Information, Numerical Aptitude, Oral Communications, Policies & Procedures, Professional Presentation

Competencies

• Business Insight
• Collaborates
• Communicates Effectively
• Decision Quality
• Ensures Accountability
• Financial Acumen
• Instills Trust
• Manages Complexity

Education

• NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

• 01 January 2026