Performance Analyst

1 month ago


Toronto, Canada CI Financial Full time

CI Financial is an independent company offering global wealth management and asset management advisory services through a diverse group of financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees that have a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile, thrive at CI.

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged to do so.

JOB OVERVIEW

We are presently recruiting for Analyst, Performance Attribution & Risk. The Performance Measurement Attribution & Risk “PMAR” department supports CI’s multiple business lines through independent measurement of the Investment portfolio performance and benchmarks, value add contribution and attribution reporting, risk reporting insightful analysis, commentary and functional reporting.

WHAT YOU WILL DO
- Work independently and with senior staff to ensure timely and accurate data delivery across all lines of business.
- Identify, investigate and resolve performance discrepancies adhering to Service Level Agreements and internal service delivery standards.
- Oversee irregular performance calculation and maintenance and identify opportunities to improve internal processes.
- Assist with workloads and problem resolution within the team as necessary.
- Ensure client deliverables are met while maintaining proper documentation with adherence to risk standards. Organize and execute plan to remediate issues.
- Ability to interpret large amounts of data and translate into concise, easily understood speaking points to senior staff members.
- Automate and streamline existing processes within Performance Measurement and Risk.
- Participate in UAT testing for system upgrades or enhancements.
- Escalate issues where necessary to ensure a high level of service is maintained.

WHAT YOU WILL BRING
- Undergraduate degree in finance, economics, business administration, or applied mathematics with a strong appetite for quantitative analysis
- Knowledge in investment performance measurement methodologies such as Time-Weighted and Money-Weighted rate of return, attribution and contribution.
- Experience with FactSet, Bloomberg
- Knowledge of Excel VBA, SQL, Python, Database will be considered an asset
- Passion for and understanding of investments and capital markets. Progress towards or completion of CFA, CIPM and FRM is an asset.
- Ability to use critical thinking skills to tackle challenging problems in an innovative way.
- Strong attention to detail and a high degree of accuracy while meeting deadlines and working under pressure.

WHAT YOU CAN EXPECT FROM US

Our dedication to the Employee Experience at CI is aimed at supporting, empowering and inspiring our talented team through:

- Recognition & Compensation
- Training & Development
- Health & Well-being
- Communication & Feedback

LI-HYBRID

CI_ONT


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