Job title: Reporting & Performance Manager - Asset Management
Job type: Permanent
Emp type: Full-time
Industry: Human Resources
Expertise: Human Resources
Salary type: Annual
Location: Southern Suburbs
Job published: 19-03-2020
Job ID: 34430
Contact name: Katie Schnugh
Phone number: 0215554402
Contact email:

Job Description

Lead a team of reporting and performance analysts responsible for delivering accurate and timely information to various stakeholders. The successful candidate is expected to drive improvements to the reporting structure and bespoke reports, working closely with developers, reporting analysts and other relevant parties.


Required Experience:

  • Minimum 4 years prior work experience in a similar role within the asset management environment is essential
  • In-depth knowledge of portfolio instruments in collective investment schemes and their appropriate classification
  • Spreadsheet and reporting experience essential
  • A quantitative degree and investment focus will be an advantage
  • BCom or Business Science or other relevant degree
  • CIPM qualification is preferred
  • Previous management experience
  • In depth knowledge of Microsoft Office incl. Excel & PowerPoint
  • Working knowledge of Inet & Morningstar preferred & basic programming language



  • Oversee the day-to-day management of staff and develops/maintains individual and team metrics
  • Plans, allocates and measures individual employee’s work and makes decisions regarding performance appraisals, recognition and development
  • Review and validate performance data used by various stakeholders
  • Troubleshoot performance issues through working with analysts, portfolio managers, operations, clients, etc.
  • Drive internal and external reporting processes, liaising with various departments to ensure reports meet regulatory and client requirements, and implement industry best practice
  • Take overall responsibility of correctness and timeous distribution of internal and external reports
  • Drive improvement of reporting structures as internal and external requirements develop
  • Responsible for researching and resolving any database discrepancies
  • Manage and take ownership of data to enrich reporting data warehouse and ensure optimum efficiency
  • Maintenance of the monthly attribution models to quantitatively assess manager and investment team decision making; work with quantitative analyst to improve robustness of attribution
  • Maintain of integrity of investment database(s) including accurate classification of information and identification and correction of errors; liaise with developers and managers to ensure information is captured correctly
  • Ensure various parties are provided with relevant and timely reports of underlying portfolios; engage with investment team and developers to ensure reports remain accurate and relevant
  • Ensure marketing team are provided with relevant data to run retail and institutional reports on a monthly and quarterly basis & build presentations