8 Performance Analyst jobs in Cape Town

Our client is a highly regarded Boutique Asset Management company based in Cape Town – due to a restructuring and reengineering process they now have the requirement for a skilled and experienced Risk & Performance Analyst, this new role will comprise the following job duties.

1. Performance Measurement & Attribution | Oversee theend-to-endperformancecalculation and reporting process.

Objective: To calculate and explain portfolio returns accurately and provide attribution insights that help portfolio managers and clients understand the sources of performance.

Key Processes:

• Daily NAV, return reconciliation and validation: Reconcile and verify returns across mandates, ensuring alignment with fund administrators and internal systems.
• Performance attribution: Conduct both top-down (asset allocation, sector, region) and bottom-up (security selection) attribution across equity, fixed income, and multi-asset portfolios.
• Benchmark alignment: Maintain benchmark data and ensure accurate benchmarking for relative performance reporting.
• GIPS compliance: Assist in maintaining compliance with Global Investment Performance Standards (GIPS) and support audit processes as needed.
• Enhance performancemodels, tools, and automation processes to improve efficiency.

1. Independent Risk Management Function | Risk Management & Monitoring

Objective: To identify, measure, monitor, and report portfolio risks across strategies in a manner that supports both regulatory and investment team requirements.

Key Processes:

• Risk modelling: Run risk models to evaluate ex-ante (forward-looking) and ex-post (historical) risk metrics such as tracking error, VaR, beta, and volatility.
• Scenario & stress testing: Simulate portfolio outcomes under various macro and market shock scenarios (interest rate shifts, FX movements, etc.).
• Limit monitoring: Track adherence to client-mandated and regulatory constraints (e.g., issuer limits, sector caps, Reg 28 compliance).
• Liquidity risk monitoring: Assess portfolio liquidity profiles and highlight risks associated with redemptions or market dislocation.

1. Reporting & Insights

Objective: To deliver clear and value-adding reporting to internal stakeholders and clients.

Key Processes:

• Client reports: Prepare monthly/quarterly performance and risk reports tailored for consultants, institutional clients, and retail platforms.
• Board and EXCO support: Provide analytical support and dashboards for internal governance bodies and investment committees.
• Investment team interface: Work closely with portfolio managers to provide analytical insights that support portfolio construction and decision-making.
• Ad hoc analysis: Run performance or risk analysis to support product development, RfPs, or client servicing queries.

1. Data Governance & Systems

Objective: To ensure high-quality data and infrastructure underpin performance and risk processes.

Key Processes:

• System management: Maintain and enhance the performance and risk systems (e.g., Bloomberg PORT, Morningstar, StatPro, proprietary tools).
• Data integrity: Work with data teams to ensure clean and consistent security, pricing, and benchmark data.
• Automation and efficiency: Streamline reporting and analytics processes through scripting, dashboards, or integration with BI tools (e.g., Power BI, Tableau).

1. Compliance, Audit & Regulatory Support

Objective: To support compliance and audit functions through robust controls and documentation.

Key Processes:

• Audit support: Provide evidence for performance figures and methodology during internal and external audits.
• Regulatory reporting: Contribute to regulatory filings (e.g., CISCA, Reg 28, ASISA risk classification).
• Policy development: Assist in drafting and maintaining policies related to performance measurement, risk management, and model validation.

1. Strategic Initiatives and Special Projects

Objective: To contribute to initiatives that enhance client engagement, deepen investment insights, and strengthen market positioning.

Key Processes:

• Management Information & Insights:Develop and deliver data-driven insights and dashboards that support executive decision-making and business strategy.
• Sales Enablement Tools:Create analytical tools and materials to articulate our role within client solutions (e.g., portfolio construction impact, equity factor exposure analysis).
• Market Intelligence & Research:Support industry benchmarking, market trend analysis, and client research to inform distribution strategy and enhance positioning.

Key Stakeholders:

• Portfolio Managers & CIO
• Client Reporting and Relationship Management
• Compliance & Legal
• Fund Operations & Administration
• External Auditors, Consultants, Clients

To apply for the role please send your CV and supporting documentation to

Our client is a highly regarded Boutique Asset Management company based in Cape Town – due to a restructuring and reengineering process they now have the requirement for a skilled and experienced Risk & Performance Analyst, this new role will comprise the following job duties.

1. Performance Measurement & Attribution | Oversee theend-to-endperformancecalculation and reporting process.

Objective: To calculate and explain portfolio returns accurately and provide attribution insights that help portfolio managers and clients understand the sources of performance.

Key Processes:

• Daily NAV, return reconciliation and validation: Reconcile and verify returns across mandates, ensuring alignment with fund administrators and internal systems.
• Performance attribution: Conduct both top-down (asset allocation, sector, region) and bottom-up (security selection) attribution across equity, fixed income, and multi-asset portfolios.
• Benchmark alignment: Maintain benchmark data and ensure accurate benchmarking for relative performance reporting.
• GIPS compliance: Assist in maintaining compliance with Global Investment Performance Standards (GIPS) and support audit processes as needed.
• Enhance performancemodels, tools, and automation processes to improve efficiency.

1. Independent Risk Management Function | Risk Management & Monitoring

Objective: To identify, measure, monitor, and report portfolio risks across strategies in a manner that supports both regulatory and investment team requirements.

Key Processes:

• Risk modelling: Run risk models to evaluate ex-ante (forward-looking) and ex-post (historical) risk metrics such as tracking error, VaR, beta, and volatility.
• Scenario & stress testing: Simulate portfolio outcomes under various macro and market shock scenarios (interest rate shifts, FX movements, etc.).
• Limit monitoring: Track adherence to client-mandated and regulatory constraints (e.g., issuer limits, sector caps, Reg 28 compliance).
• Liquidity risk monitoring: Assess portfolio liquidity profiles and highlight risks associated with redemptions or market dislocation.

1. Reporting & Insights

Objective: To deliver clear and value-adding reporting to internal stakeholders and clients.

Key Processes:

• Client reports: Prepare monthly/quarterly performance and risk reports tailored for consultants, institutional clients, and retail platforms.
• Board and EXCO support: Provide analytical support and dashboards for internal governance bodies and investment committees.
• Investment team interface: Work closely with portfolio managers to provide analytical insights that support portfolio construction and decision-making.
• Ad hoc analysis: Run performance or risk analysis to support product development, RfPs, or client servicing queries.

1. Data Governance & Systems

Objective: To ensure high-quality data and infrastructure underpin performance and risk processes.

Key Processes:

• System management: Maintain and enhance the performance and risk systems (e.g., Bloomberg PORT, Morningstar, StatPro, proprietary tools).
• Data integrity: Work with data teams to ensure clean and consistent security, pricing, and benchmark data.
• Automation and efficiency: Streamline reporting and analytics processes through scripting, dashboards, or integration with BI tools (e.g., Power BI, Tableau).

1. Compliance, Audit & Regulatory Support

Objective: To support compliance and audit functions through robust controls and documentation.

Key Processes:

• Audit support: Provide evidence for performance figures and methodology during internal and external audits.
• Regulatory reporting: Contribute to regulatory filings (e.g., CISCA, Reg 28, ASISA risk classification).
• Policy development: Assist in drafting and maintaining policies related to performance measurement, risk management, and model validation.

1. Strategic Initiatives and Special Projects

Objective: To contribute to initiatives that enhance client engagement, deepen investment insights, and strengthen market positioning.

Key Processes:

• Management Information & Insights:Develop and deliver data-driven insights and dashboards that support executive decision-making and business strategy.
• Sales Enablement Tools:Create analytical tools and materials to articulate our role within client solutions (e.g., portfolio construction impact, equity factor exposure analysis).
• Market Intelligence & Research:Support industry benchmarking, market trend analysis, and client research to inform distribution strategy and enhance positioning.

Key Stakeholders:

• Portfolio Managers & CIO
• Client Reporting and Relationship Management
• Compliance & Legal
• Fund Operations & Administration
• External Auditors, Consultants, Clients

To apply for the role please send your CV and supporting documentation to

We have an exciting opportunity available for a Performance and Attribution Analyst in our Investment Operations team. The candidate must be able to calculate, analyse, report on and interpret complex fixed income portfolio performance and attribution on various funds to the Investment team and clients.

1. Data maintenance and reporting, including:
   1. Ensuring the coordination and sanitisation of data in the performance and attribution systems.
   2. Calculating performance and providing timely delivery of daily, monthly, and/or quarterly performance, attribution, risk, and custom reports to clients.
   3. Summarising the results for the Investment and/or Executive committee report, and other high-level reporting.
   4. Providing performance commentary across various portfolios.
   5. Auditing and verifying the accuracy of portfolio accounting data and reports.
   6. Reconciling and explaining performance variations against benchmarks and other asset managers.
   7. Constructing and maintaining custom benchmarks and composites.
2. Analysis, including:
   1. Analysing client portfolios or assets to explain performance and attribution variances.
   2. Analysing the portfolio structure and component returns, explaining changes between a portfolio and its benchmark.
   3. Assisting with the development of new risk reporting requirements of the Risk Management team.
   4. Monitoring market indicators.
   5. GIPS: Analysing and reporting on GIPS performance.
   6. Assisting with the implementation of processes compliant with policies.
   7. Involvement in projects to streamline and improve the GIPS process.
   8. Analysing and preparing attribution reports and graphs.
3. Assisting with the calculation of performance fees for certain fund mandates.
4. Assisting the Business Development team with the new client take-on process, in terms of the benchmark and composite.
5. Supporting the Client Services team with performance or valuation-related client queries.
6. Assisting the Performance and Attribution team in delivering on key operational project initiatives and process improvements.
7. Providing input to the Investment Operations team regarding unlisted instrument valuations and daily unit price checking and confirmation.
8. Ensuring processes and procedures are adequately documented and monitored.

Understanding of financial markets and investments; MS Office - specifically MS Excel – intermediate to advanced level; Experience in using StatPro Fixed Interest is advantageous but not necessary; and 2 years performance/quantitative-related experience in an asset management environment.

B Com (with quantitative focus modules) or BSc (with Mathematics, Statistics or similar); CFA/CIPM candidacy is advantageous.

Analytical thinking; Problem solving skills; Aptitude for building and maintaining relationships; Teamwork and collaboration; Quality orientation (includes attention to detail); Client focused; Stress tolerance; Good communication skills, both written and verbal; Capacity for initiating action; Planning and organising skills; Results orientation; and Integrity.

We are seeking an experienced Business Analytics Manager who will report to the Head of Business Insights. This challenging and pivotal role is responsible for proactively providing analysis and creating compelling insights that drive key business decisions and business growth.

This means, ensuring data integrity at all times, responding quickly, being agile to respond to the business needs and supporting the delivery of effective reporting tools to improve performance.

Requirements:

1. Data Integrity:

• Maintain existing master data sets such as sector, product and pest types which are used for global reporting ensuring there is a robust exception process in place to identify issues or gaps in the master data.
• Work with stakeholders to validate and improve the data quality.
• Proactively identify third party data requirements and support its successful procurement and integration with other data sets.

1. Data Analysis:

• Work with stakeholders across the organisation globally, to understand priorities and business challenges and conduct advanced analytics (planned or adhoc requests) using the available data to support them.
• Use SQL, BigQuery, Python and Google Sheets to prepare and analyse large and complex datasets.
• Develop predictive analytic models to support planning and fully realise emerging customer and industry opportunities.
• Be an analytics subject matter expert, build knowledge about existing and emerging technologies and techniques in the data-science area.
• Collaborate closely with the internal AI team to identify opportunities and integrate relevant AI functionalities and tools into data analysis projects to enhance insights and drive business value.

1. Reporting:

• Work with our Data Platform team and others to define the Business Insights data and technical requirements in the short, medium and long term.
• Measure global performance based on the demands from key stakeholders by working in conjunction with the Data Platform team to:
• Prepare QVDs
• Develop proof of concept (POC) reports and once approved push them into production
• Exploit tools (including Qlik, Looker Studio and others) to provide advanced analytics and data visualisation

1. Insights:

• Provide insight into complex relationships, trends and patterns in data to meet the needs of stakeholders.
• Based on the data analysis conducted, present findings clearly and concisely with actionable visual insights to senior stakeholders to influence decision making.
• Utilise previous trends and predictive analytic models that you develop to provide future based insights.

QUALIFICATIONS & EXPERIENCE

• Grade 12
• Preferably hold relevant data analytics and insights degree or equivalent qualification/s.
• +3 years of data analytics and insights experience in large matrixed organisations.
• Highly numerate with excellent data manipulation and analytical skills.
• Proven ability to successfully influence others and support change through projects.
• Naturally curious and questioning insight who has the ability to cut through the data to identify what is most important for the decision making process.
• Be able to turn data into insights and present it clearly and concisely in a highly visual but easy to understand way.
• Advanced level of Google sheets / MS Excel and intermediate competence in Google Applications (Drive, Word, Slides) or Microsoft Office equivalent
• Proficient in SQL / Big Query, Python and data visualisation tools such as Qliksense, Looker Studio (or equivalent)
• Excellent communication and stakeholder management skills, with experience communicating and working across various teams.
• Self-motivated, takes ownership and responsibility for making things happen.
• Adopts a flexible/can do approach to work and is highly resilient and results focused.
• Interest in application of AI for Data Analysis and Insight

Benefits:

Benefits including:

• Company contribution to Medical Aid and Pension / Provident Fund
• Opportunity for Growth and Development

Employment Equity

Rentokil Initial believes in diversity and thus offers all employees opportunities and avoids discrimination in compliance with the Employment Equity Act. Our selection process will therefore give preference to suitably qualified Employment Equity candidates in order to to achieve our Employment Equity numerical targets.

Do you love to provide a valued professional service throughout your community? Do you feel like you could do the job well? Apply for the role today!

We are seeking an experienced Business Analytics Manager who will report to the Head of Business Insights. This challenging and pivotal role is responsible for proactively providing analysis and creating compelling insights that drive key business decisions and business growth.

This means, ensuring data integrity at all times, responding quickly, being agile to respond to the business needs and supporting the delivery of effective reporting tools to improve performance.

Requirements

• Maintain existing master data sets such as sector, product and pest types which are used for global reporting ensuring there is a robust exception process in place to identify issues or gaps in the master data.
• Work with stakeholders to validate and improve the data quality.
• Proactively identify third party data requirements and support its successful procurement and integration with other data sets.

• Work with stakeholders across the organisation globally, to understand priorities and business challenges and conduct advanced analytics (planned or adhoc requests) using the available data to support them.
• Use SQL, BigQuery, Python and Google Sheets to prepare and analyse large and complex datasets .
• Develop predictive analytic models to support planning and fully realise emerging customer and industry opportunities.
• Be an analytics subject matter expert, build knowledge about existing and emerging technologies and techniques in the data-science area.
• Collaborate closely with the internal AI team to identify opportunities and integrate relevant AI functionalities and tools into data analysis projects to enhance insights and drive business value.

• Work with our Data Platform team and others to define the Business Insights data and technical requirements in the short, medium and long term.
• Measure global performance based on the demands from key stakeholders by working in conjunction with the Data Platform team to:
• Prepare QVDs
• Develop proof of concept (POC) reports and once approved push them into production
• Exploit tools (including Qlik, Looker Studio and others) to provide advanced analytics and data visualisation

• Provide insight into complex relationships, trends and patterns in data to meet the needs of stakeholders.
• Based on the data analysis conducted, present findings clearly and concisely with actionable visual insights to senior stakeholders to influence decision making .
• Utilise previous trends and predictive analytic models that you develop to provide future based insights.

QUALIFICATIONS & EXPERIENCE

• Grade 12
• Preferably hold relevant data analytics and insights degree or equivalent qualification/s.
• +3 years of data analytics and insights experience in large matrixed organisations.
• Highly numerate with excellent data manipulation and analytical skills.
• Proven ability to successfully influence others and support change through projects.
• Naturally curious and questioning insight who has the ability to cut through the data to identify what is most important for the decision making process.
• Be able to turn data into insights and present it clearly and concisely in a highly visual but easy to understand way.
• Advanced level of Google sheets / MS Excel and intermediate competence in Google Applications (Drive, Word, Slides) or Microsoft Office equivalent
• Proficient in SQL / Big Query, Python and data visualisation tools such as Qliksense, Looker Studio (or equivalent)
• Excellent communication and stakeholder management skills, with experience communicating and working across various teams.
• Self-motivated, takes ownership and responsibility for making things happen.
• Adopts a flexible/can do approach to work and is highly resilient and results focused.
• Interest in application of AI for Data Analysis and Insight

Benefits

Benefits including:

• Company contribution to Medical Aid and Pension / Provident Fund
• Opportunity for Growth and Development

Employment Equity

Rentokil Initial believes in diversity and thus offers all employees opportunities and avoids discrimination in compliance with the Employment Equity Act. Our selection process will therefore give preference to suitably qualified Employment Equity candidates in order to to achieve our Employment Equity numerical targets.

Do you love to provide a valued professional service throughout your community? Do you feel like you could do the job well? Apply for the role today!

We are seeking an experienced Business Analytics Manager who will report to the Head of Business Insights. This challenging and pivotal role is responsible for proactively providing analysis and creating compelling insights that drive key business decisions and business growth.

This means, ensuring data integrity at all times, responding quickly, being agile to respond to the business needs and supporting the delivery of effective reporting tools to improve performance.

Requirements:

1. Data Integrity:

• Maintain existing master data sets such as sector, product and pest types which are used for global reporting ensuring there is a robust exception process in place to identify issues or gaps in the master data.
• Work with stakeholders to validate and improve the data quality.
• Proactively identify third party data requirements and support its successful procurement and integration with other data sets.

1. Data Analysis:

• Work with stakeholders across the organisation globally, to understand priorities and business challenges and conduct advanced analytics (planned or adhoc requests) using the available data to support them.
• Use SQL, BigQuery, Python and Google Sheets to prepare and analyse large and complex datasets.
• Develop predictive analytic models to support planning and fully realise emerging customer and industry opportunities.
• Be an analytics subject matter expert, build knowledge about existing and emerging technologies and techniques in the data-science area.
• Collaborate closely with the internal AI team to identify opportunities and integrate relevant AI functionalities and tools into data analysis projects to enhance insights and drive business value.

1. Reporting:

• Work with our Data Platform team and others to define the Business Insights data and technical requirements in the short, medium and long term.
• Measure global performance based on the demands from key stakeholders by working in conjunction with the Data Platform team to:
• Prepare QVDs
• Develop proof of concept (POC) reports and once approved push them into production
• Exploit tools (including Qlik, Looker Studio and others) to provide advanced analytics and data visualisation

1. Insights:

• Provide insight into complex relationships, trends and patterns in data to meet the needs of stakeholders.
• Based on the data analysis conducted, present findings clearly and concisely with actionable visual insights to senior stakeholders to influence decision making.
• Utilise previous trends and predictive analytic models that you develop to provide future based insights.

QUALIFICATIONS & EXPERIENCE

• Grade 12
• Preferably hold relevant data analytics and insights degree or equivalent qualification/s.
• +3 years of data analytics and insights experience in large matrixed organisations.
• Highly numerate with excellent data manipulation and analytical skills.
• Proven ability to successfully influence others and support change through projects.
• Naturally curious and questioning insight who has the ability to cut through the data to identify what is most important for the decision making process.
• Be able to turn data into insights and present it clearly and concisely in a highly visual but easy to understand way.
• Advanced level of Google sheets / MS Excel and intermediate competence in Google Applications (Drive, Word, Slides) or Microsoft Office equivalent
• Proficient in SQL / Big Query, Python and data visualisation tools such as Qliksense, Looker Studio (or equivalent)
• Excellent communication and stakeholder management skills, with experience communicating and working across various teams.
• Self-motivated, takes ownership and responsibility for making things happen.
• Adopts a flexible/can do approach to work and is highly resilient and results focused.
• Interest in application of AI for Data Analysis and Insight

Benefits:

Benefits including:

• Company contribution to Medical Aid and Pension / Provident Fund
• Opportunity for Growth and Development

Employment Equity

Rentokil Initial believes in diversity and thus offers all employees opportunities and avoids discrimination in compliance with the Employment Equity Act. Our selection process will therefore give preference to suitably qualified Employment Equity candidates in order to to achieve our Employment Equity numerical targets.

Do you love to provide a valued professional service throughout your community? Do you feel like you could do the job well? Apply for the role today!

We are looking for a Business Intelligence (BI) Analysis Team Lead to join the BI department and help improve business outcomes by using data and cross functional collaboration with business and technical stakeholders. The role is open to applicants from Cape Town, Johannesburg, and Pretoria, with remote work possible.

As the BI Analysis Team Lead, you will lead a team that builds scalable data & analytics models and reporting solutions to enable data analysis and self-service access to data. You will use the insights from data to support decision making and solve business problems. You will need excellent interpersonal and people management skills, analytical skills, strategic thinking, project management and the ability to communicate insights effectively.

You will report to the Head of Business Intelligence and liaise with all internal departments and third parties, as required.

Duties and Responsibilities (include but not limited to):

• Partner with stakeholders across all levels and business areas to take-on and propose data-driven solutions to aid the execution and fulfilment of their business strategy.
• Lead and manage a team of Analytics specialists to ensure the delivery of accurate and scalable data & analytics solutions and insights to support business objectives.
• Elicit business requirements and translate them into the appropriate data modelling, reporting and analysis specifications, employing critical thinking to ensure alignment with the actual business need.
• Take ownership of all projects allocated to you, create & maintain the corresponding project roadmap, and proactively communicate the status (including blockers, risks, issues) of the project with all affected stakeholders.
• Share data and analysis results visualized in a manner that is intuitive to the audience and improves access and visibility into the data.
• Train and support the user community in the use of reports, BI tools, and the interpretation of analysis results.
• Provide your team with clear performance standards, hold them accountable, and identify and implement practices to improve team morale and performance.
• Proactively identify and resolve issues or bottlenecks that may impair your teams ability to meet delivery goals.
• Monitor staff compliance to HR policies and procedures and take corrective action or escalation where needed.
• Help define and improve upon our data warehousing, data governance, and analytics standards & practices through knowledge sharing, internal collaboration, conducting peer reviews, mentorship, and contribution to internal documentation.
• Actively develop and deliver Data & Analytics solutions as part of the team, which will include (not exhaustive):
• Profile and validate all data intended for use in reporting or analytics to ensure high data quality (business relevance, accuracy, completeness, consistency, timeliness)
• Design, build, deploy, and maintain data models that are optimized for high performance, scale, reusability, ease of maintainability and auditability.
• Design, build, deploy, and maintain reporting semantic layers (on-top of said data models) and reports structured and documented in a manner that enables and facilitates end user self-service access and use of the data.
• Perform data analysis to extract key insights and observations to influence and/or support business decisions and actions.
• Incorporate DevOps practices in all data model and report development; includes but not limited to version control, data quality validation/testing and automated integration and deployment.
• Continuously upskill and stay abreast of new developments in the Data Analytics and Modelling space (tooling, methodologies, applications) to refine the teams Data Analytics capabilities.
• Perform duties listed above using, but not limited to, the skills and experience outlined in the key requirements section below.

Key Requirements:

• Qualification in a quantitative field (Mathematics, Statistics, Engineering, Computer Science, Actuarial Science, Economics, Finance, Business Analytics) OR relevant experience- Yes or No:
• 6+ years experience in Data Analytics or Business Intelligence, driving projects to successful business impact.
• 3+ years leading a team of BI/Data & Analytics specialists.
• Stakeholder engagement and requirements gathering.
• Communicating insights effectively to technical and non-technical audiences.
• Report/dashboard development and data visualization (e.g., Power BI).
• Building enterprise-wide semantic models.
• Data Modelling (Kimball, Dimensional).
• Advanced SQL development and optimization.
• Advanced Excel skills.
• R or Python programming for data analytics.
• Business process and KPI understanding.

• Data analysis techniques:
• time series,
• regression,
• clustering,
• decision trees,
• forecasting,
• probability distributions

• Experience with cloud data platforms (Snowflake, Redshift, Azure Synapse, BigQuery).
• DevOps practices and tools (version control, CI/CD, automated testing, infrastructure-as-code).
• Industry-specific knowledge (Financial Services, Consulting, Retail, Technology).