Performance Consultant

Cape Town, Western Cape, South Africa
Full Time
Mid Level

As a leading global technology solutions provider to the investment management industry, Confluence helps clients solve complex investment data challenges across the front, middle and back office. From innovative portfolio analytics to regulatory and financial reporting solutions, Confluence invests in the latest technology and data and in its team of industry experts to meet the evolving needs of asset managers and service providers. Headquartered in Pittsburgh, PA, Confluence services over 400 clients in 40 countries, with locations across Europe, North America, South Africa, Australia and Asia.


As part of Confluence’s continued focus on providing an excellent service to our global clients, we are looking for an intermediate-level 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 pre-existing 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.

Essential Responsibilities

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 pre-sales 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 charter or in progress is advantageous.

Essential Skills

  • At least 3 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.
  • Knowledge of composite and account reporting to achieve and maintain GIPS® compliance
  • An understanding of market risk analysis (VaR, Stress Testing, Back Testing, etc.) would be advantageous.
  • Strong knowledge of the investment management industry and key fund accounting concepts. 
  • Understanding of Information Technology within a data and analytical context.
  • Experience in the use of investment management systems particularly analytics systems.
  • Ability to work in a global, multicultural environment wherein diplomacy and a passion for diversity are paramount.
  • Asset Management Middle/Back office or in a Fund Accounting experience, or within an analytics technology software organization.
  • Ability to successfully manage client interaction, planning, training, execution and delivery.
  • Ability to analyze problems and identify resolutions functional level.
  • Able to develop and maintain positive working relationships with a wide audience, from technical staff to management, clients and co-workers.
  • Proficient with Microsoft Office Suite (e.g., Outlook, Word, Excel, PowerPoint).
  • Ability to multitask, strong attention to detail, self-motivated willingness to take initiative
  • Act in accordance with and is an ambassador of our company values - Integrity, Imagination, Discipline and Service


Other duties will be assigned as the above job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and skills required for the position.



Confluence Technologies Inc. is an Equal Opportunity Employer.

We are committed to providing equal opportunities regardless of age, gender, religion or ethnic origin and we give full and fair consideration to the employment and career development of disabled persons, commensurate with their aptitudes and abilities.

To understand how and why we hold your data please view the relevant Privacy Statement:

Confluence Privacy Statement

Confluence Privacy Statement - South Africa


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