08 Oct
Rory Mackie & Associates
Cape Town
About the team:
Our client, a leading global Asset Manager is looking for an Investment Data Analyst to join their team. The focus is primarily on high-quality quantitative data servicing of prospective clients.
The role of the Investment Data Analyst is to work closely with primarily the Request for Proposal (RFP), Client Groups and Product Specialists in undertaking data analysis, facilitating bespoke data reporting, and overseeing the disclosure of holdings. The role requires problem-solving, co-ordination, multi-tasking, contextual analysis, attention to detail and working to varied timeframes. Analysis of data is the core function to provide quantitative data responses to a broad scope of questions on a micro- and macro- level.
Contextual data literacy is critical. Managing ad-hoc holdings requests in line with disclosure requirements is required, by liaising with Client Group and various data vendors. Oversight of the global disclosure policy in the business' best interest is also required, with attendant control of confidential data by liaising with Legal and ensuring signed NDAs are in place.
Responsibilities:
- Co-ordinate and produce bespoke data sets for RFP's and prospective clients
- Analyse and interpret large data sets in Excel while applying excellent attention to detail
- Have the ability to evaluate and discern when and how to use specific data types based on terminology and objective of the question
- Demonstrate critical thinking skills and contextual awareness to assess the relevance, reliability, and implications of using data in various scenarios
- Foresee and evaluate the potential consequences of using selected data, and an in-depth understanding of the impact on decision-making
- Have oversight of the global disclosure policy in the business' best interest, identifying risk of disclosing confidential data, and proactively highlighting risks to Legal
- Ensure necessary approvals are obtained and liaise with Legal to ensure signed NDAs are in place
- Multi-task and prioritise data requests and tasks according to business, team, and client needs
- Manage tight deadlines by working efficiently, communicating effectively, and understanding requests in a business context
- Prepare detailed analysis and insightful evaluation of each request to provide an appropriate data response
- Proactively initiate online meetings with Request for Proposal (RFP), Client Group and Portfolio Specialists with the ability to identify ambiguities in questions,
lead an inquiry to clearly articulate and clarify the requirement, and ensure accurate and appropriate data response
- Source required data sets promptly, prioritising requests appropriately and effectively manage turnarounds and deadline expectations
- Manage relationships with data vendors: facilitate regular reporting of large data sets to the vendors, problem-solve and manage queries that arise on the data sets, ability to identify data irregularities and direct these to appropriate sources to ensure prompt resolution
- Take initiative required to continually leverage off system functionality and improve procedures to ensure efficiency of process and mitigating of risk
- Flexibly accommodate change to strategies, client demands, or in response to industry change
- Become familiar with and understand complex data sets to identify and interpret anomalies in data
- Acquire data from primary or secondary data sources and aggregate or consolidate data while maintaining quality assurance of data output to stakeholders
- Investigate and oversee the resolution of data issues by identifying issues and liaising effectively with appropriate business teams
- Utilise excellent communication skills to build close working relationships with Proposal Specialists, Portfolio Specialists, Client Group, Legal, external data vendors amongst others
- Require clear understanding of asset management terminology to succinctly articulate data questions to Investment Team
- Always apply curiosity to broaden knowledge and understand alternative perspectives both on a micro level (data, tasks, team) and a macro level (strategies,
business teams, firm)
- Proactively manage own and other team members deliverables when team members are on leave or out of office
- Identify strategies to streamline and improve the data analysis process
- Have a ‘tech-enabled' mindset, actively stays abreast of tech-enabled initiatives
Requirements:
- Quantitative, Data Analysis, Maths, Stats, Engineering or any related Degree
- Minimum 3-7 years Asset Management industry preferred
- Must have proven work experience of data analysis of complex data sets
- Global experience an advantage
- A firm knowledge of asset management terminology
- Critical thinking and problem-solving skills
- Ability to work quickly, accurately and meet deadlines under pressure
- Ability to navigate both abstract concepts and concrete details effectively
Competencies:
- The ability to build and maintain meaningful relationships
- The ability to ‘approach and own' and continuously looks for opportunities to develop
- Driven by results
- Ability to recognise and embrace change
- Intellectual curiosity
Desired Skills:
- Data Analysis
- Dataset Management
- Quantitative Data
- Statistical Analysis
▶️ Investment Data Analyst (12- month contract) - Western Cape, Cape Town
🖊️ Rory Mackie & Associates
📍 Cape Town