Performance Analyst

7 days ago


Toronto, Ontario, Canada AGF Management Limited Full time

About AGF:


As an independent and diversified global asset management firm, AGF brings a disciplined approach to delivering excellence in investment management and to providing an exceptional client experience.

Being an independent firm has allowed us to make strategic acquisitions that improve our client service experience and enable us to offer new and innovative products, while enhancing our research capabilities.

Our suite of diverse investment solutions extends globally to a wide range of clients, from individual investors and financial advisors to institutions, including pension plans, corporate plans, sovereign wealth funds, endowments, and foundations.


About the Role:
The Performance Analyst role is responsible for investment performance measurement, monitoring and reporting activities for AGF Investments.

The Performance Analyst will ensure that performance returns, benchmark returns and performance attribution are calculated correctly by ensuring that analytical reviews, reasonability checks and established processes are completed and followed in accordance with AGF's Investments Policies, Guidelines, and Procedures.


Your Responsibilities:

  • Review, validate and reconcile the performance measurement data in an efficient and timely manner to identify and resolve any issues that may arise or escalate as required.
  • Ensure that analytical reviews, reasonability checks and established processes outlined in AGF Investments Procedures are completed and followed.
  • Prepare performance and attribution reports for investment groups in conjunction with the Reporting team, conduct thorough analysis on performance results, explain performance results, investigates discrepancies through to issue resolution.
  • Assist the Data Management team in developing tests and automating control checks to ensure the accuracy and completeness of information being used to calculate performance benchmark and attribution results.
  • Automate and streamline existing processes within the Performance team.
  • Participate in UAT testing for system upgrades or enhancements.
  • Define, create and maintain benchmarks, indices, and composites that are used for performance measurement and other metrics.
  • Investigate and respond to inquiries from business partners on performance reports.
  • Ensure that requirements across the organization are thoroughly met in developing enhanced performance measurement and performance attribution capabilities.
  • Develop and foster effective working relationships with other departments across AGF.
  • Ensure that new requirements (for enhanced performance measurement and performance attribution) are communicated effectively to vendors or consultants.
  • Knowledge of GIPS is an asset.
  • Participate on performance related projects; other duties as required.

Your Qualifications:

  • Undergraduate degree
  • Commerce, Statistics, Mathematics, Finance or Business Administration
  • Working towards or completion of a Professional designation
  • CFA, CIPM
  • A minimum of 2 to 5 years of relevant work experience in performance measurement and performance attribution in a technical environment
  • Strong understanding of performance measurement and performance attribution methodologies (i.e. time weighted vs. dollar weighted returns, arithmetic vs. geometric attribution, multicurrency & fixedincome attribution)
  • Strong understanding of accounting principles relevant to investment accounting and Net Asset Value valuation. Ability to interact with the accounting and valuation team and appreciate the implications on performance measurement
  • Advanced skills in MS Office, particularly Excel, Word and PowerPoint
  • Understanding of databases and the ability to discuss database concepts with the Reporting and Operations teams, as related to performance reporting and maintenance thereof.
  • Strong technical, analytical, financial modelling and problem solving skills and ability to think creatively
  • Ability to learn and deliver quickly in a high performing culture
  • Good verbal and written communication skills
  • Strong interpersonal and relationship building skills
  • Exhibit high attention to detail and accuracy while meeting deadlines and working under pressure
  • Integrity: Demonstrates high degree of personal integrity and respect, fostering mutual trust at all times
  • Client Centered: Takes initiative to anticipate and investigate client needs and implement appropriate solutions. Clients include but are not limited to internal partners (peers, colleagues) and external clients.
  • Accountability: Assumes personal responsibility for goals, outcomes and deadlines.
  • Communicator: Communicates clearly and listens effectively; keeps others informed; deals effectively with conflict.
  • Team Builder: Develops and maintains effective relationships with others, e.g., managers, employees, colleagues, customers, and/or other departments. Cooperates with others and is willing to help. Encourages teamwork within own department. Cooperates


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