Confluence is a global technology solutions provider delivering innovative products to the worldwide money management industry, to meet asset managers and service providers performance, reporting, analytics, risk and data needs. With the recent acquisition of StatPro, Confluence offers its clients a broader range of datadriven managed investment solutions including posttrade regulatory and shareholder reporting, performance and attribution, portfolio analytics, and asset data services and data management, delivering a full technology suite to the front, middle and back office. Headquartered in Pittsburgh, PA, Confluence services over 400 clients in 39 countries, with locations across Europe, North America, South Africa, Australia and Asia.
As part of Confluences continued focus on providing an excellent service to our global clients, we are looking for an intermediatelevel performance consultant to join our established Client Services team in Cape Town. The successful candidate will be responsible for consulting to, support and training of our key clients, as part of a preexisting and cohesive team.
This role will be a great opportunity for a suitably qualified Performance Consultant to broaden their experience and exposure within an exciting and growing global software company. On an ongoing basis, Performance Consultants provide expertise to ensure clients are gaining maximum benefit from our software solutions and that these meet their individual requirements.
As you progress in your knowledge you will be expected to provide support to the Sales team in the form of client product demonstrations, bringing credibility and expertise when required. The position also has significant input into the development of our software products via a close link with various Product Managers.
Specific responsibilities include
Offer consulting services to the Confluence Performance client base including, implementation and data consulting, process engineering and manager reviews.
Identify opportunities for further consulting sales as well as product sales and to alert the relevant Account Manager.
Assist with addressing client issues and managing client relationships.
Assist with presales and proof of concepts to demonstrate the capability of Performance products.
Offer coaching and knowledge transfer to other Performance Consultants.
Attend weekly Client Service meetings, offering feedback as to assigned issues.
Participate in Client Services testing of new product releases.
Work closely with Line Managers and within governance structures to address client issues.
Maintain and fully utilise internal business productivity tools.
Update internal Central Relationship Management CRM systems with any problems raised, detailing the cause and solution.
Suitable Bachelors Qualification, showing an aptitude for quantitative analysis.
CIPM or CFA charter or in progress is advantageous.
At least 5 years working experience within Asset Management, Custodians or Analytics Vendors
A strong understanding of investment analysis techniques and calculations including performance, attribution and analytics.
Understanding of supporting operational workflow and data dependencies as well as understanding of different asset classes and instrument types.
Experience in working with the above at the sub portfolio level down to security level.
A good knowledge of composite and account reporting to achieve and maintain GIPS compliance
An understanding of advanced risk analysis VaR, Stress Testing, Back Testing, Risk Attribution etc. would be advantageous.
Strong knowledge of the investment management industry and key fund accounting concepts. Candidates with CIPM, or CFA charter will be preferred.
Sound knowledge and understanding of Information Technology within a data and analytical context.
Proven experience in the use of investment management systems particularly analytics systems.
Demonstrated ability to work in a global, multicultural environment wherein diplomacy and a passion for diversity are paramount.
Asset Management MiddleBack office or in a Fund Accounting experience, or within an analytics technology software organization.
Proven ability to successfully manage client interaction, planning, training, execution and delivery.
Ability to analyze problems and identify resolutions at a strategic and functional level.
Able to develop and maintain positive working relationships with a wide audience, from technical staff to management, clients and coworkers.
Proficient with Microsoft Office Suite e.G., Outlook, Word, Excel, PowerPoint.
Ability to multitask, strong attention to detail, selfmotivated willingness to take initiative
Act in accordance with and is an ambassador of our company values Integrity, Imagination, Discipline and Service
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