Performance Reporting Analyst

1 month ago


Toronto, Canada Richardson Wealth Full time

**Employment Status**:
Permanent Full-Time

**Location**:
Toronto, ON

**Department**:
Products & Services

**Reporting To**:
Vice President, Products and Services

**Job Id**:
PS - 025

**Job Level**:
L4

**Seniority Level**:
Associate

**Position Overview**:
As a member of the Richardson Wealth Products and Services team, you will work on systems/platforms used by internal and external users.

**Duties & Responsibilities**:

- Review, validate and reconcile the performance data in an efficient and timely manner to identify and resolve any issues that may arise or escalate as required
- Ensure that reasonability checks and established processes are completed and followed
- Conduct thorough analysis on performance results, explain performance results, investigate discrepancies through 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, as well as proposing ongoing process improvements
- Participate in UAT testing for system upgrades or enhancements
- Define, create, and maintain benchmarks and composites that are used for performance measurement and other metrics in accordance with established procedures and GIPS compliance
- Investigate and respond to inquiries from Advisor Teams on performance reports
- Ensure that new requirements are communicated effectively to vendor
- Participate in performance related projects; other duties as required

**Skills & Qualifications**:

- Minimum of 3 - 5 years’ experiences in the financial sector
- Familiar with performance reporting and calculation methods and operational processes
- Time management and organizational skills to set short-term priorities while working under strict deadlines
- Capacity for detailed and accurate work
- Ability to work under pressure
- Ability to problem solve and use a commonsense approach
- Excellent verbal and written skills
- Ability to work independently and in a team-based environment
- Experience with Envestnet or Dataphile are an asset

**Education**:

- University degree or college diploma
- Completion of the Canadian Securities Course (CSC) a benefit
- Other industry-related courses are an asset



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