Business & Portfolio Analyst

KEY RESULT AREAS

• Responsible for collecting, analyzing, and interpreting large datasets to provide actionable insights that drive strategic business decisions.
• Work closely with cross-functional teams to identify trends, patterns, and opportunities for improvement, ensuring alignment with business objectives.
• Utilise strong analytical skills and attention to detail to communicate complex findings in a clear and concise manner.

RESPONSIBILITIES

• Collect, clean, and preprocess data from various sources to ensure accuracy and reliability.
• Perform statistical analysis and data modeling to identify trends, correlations, and patterns.
• Develop and maintain dashboards, reports, and visualizations to communicate findings to stakeholders.
• Collaborate with cross-functional teams to understand business requirements and provide data-driven recommendations.
• Automate departmental processes to enhance operational efficiency and optimizing workflows.
• Verify the accuracy of fund performance calculations and benchmarks to ensure precise reporting and compliance.
• Conduct performance attribution analysis for designated funds, assessing the impact of various factors on fund performance.
• Prepare quarterly presentations for the Investment Committee, including detailed slides on fund performance and exception reporting.
• Monitor investment exceptions, focusing on metrics such as cross trades, portfolio turnover ratios and sector concentration to ensure adherence to investment guidelines and identify potential issues.
• Conduct ad-hoc analysis to address specific business questions and support decision-making.
• Stay current with industry trends and best practices in data analysis and visualization techniques.

REQUIREMENTS

• Bachelor’s degree or Professional Degree in Actuarial Sciences, Mathematics, Business Studies, Finance, or a related field.
• Minimum of 3 years of experience in the fund management industry or audit experience related to fund management.
• Proven expertise in investment operations and/or fund accounting.
• Strong attention to detail and accuracy.
• Demonstrated ability to meet deadlines consistently and manage time effectively.
• Ability to handle multiple tasks simultaneously, with a high level of motivation and ownership.
• Proficiency in VBA, SQL, Power BI, and other visualization tools.
• Strong skills in data analysis techniques to generate actionable insights and findings.