Performance Analyst

6 days ago


Toronto, Canada AGF Management Limited Full time

About AGF:
Founded in 1957, AGF Management Limited is an independent and globally diverse asset management firm. AGF brings a disciplined approach to delivering excellence in investment management through its fundamental, quantitative, private capital, and high-net-worth businesses. 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. Our commitment to the principles of good stewardship and responsible investment is a positive differentiator for AGF. We believe integrating Environmental, Social and Governance (ESG) issues into our investment decision-making and ownership practices across platforms will help deliver better investment outcomes to our clients.

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 Investment’s Policies, Guidelines, and Procedures.

Your Responsibilities:

- Review, validate, and reconcile the performance measurement data efficiently and timely 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 a thorough analysis of performance results, explain performance results, and investigate discrepancies to resolve issues.
- Assist the Data Management team in developing tests and automating control checks to ensure the accuracy and completeness of information 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 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 in 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, multi-currency & fixed-income 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 of performance measurement
- Advanced skills in MS Office, particularly Excel, Word and PowerPoint
- Understanding databases and the ability to discuss database concepts with the Reporting and Operations teams related to performance reporting and maintenance thereof.
- Strong technical, analytical, financial modeling, and problem-solving skills and the 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

INDS

No unsolicited agency referrals please.

R11079


  • Performance Analyst

    6 months ago


    Toronto, Canada CI Financial Full time

    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 an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.  JOB...


  • Toronto, Canada Dentsu Media Full time

    **Company Description** Our mission is to _Drive Business Performance. _We use data to create personalized and connected experiences that deliver transformative business outcomes. Our role is to ensure our clients meet their quantifiable business goals every day, consistently, in every market. We are entirely focused on delivering better business results...


  • Toronto, Canada iProspect Full time

    Company Description Our mission is to _Drive Business Performance. _We use data to create personalized and connected experiences that deliver transformative business outcomes. Our role is to ensure our clients meet their quantifiable business goals every day, consistently, in every market. We are entirely focused on delivering better business results...


  • Toronto, Canada Merkle Full time

    **Other**: **Toronto, ON** **About the job**: iProspect is looking for a Performance Media Analyst who has a desire to learn multiple digital media disciplines. This person will be managing a blend of Search Engine Marketing and Paid Social Media programs for top tier clients in Canada. The Performance Media Analyst will support the team in all aspects of...


  • Toronto, Ontario, Canada S.i. Systèmes Full time

    Job Summary:As a Senior Performance Analyst at S.i. Systèmes, you will lead the development and maintenance of cross-functional performance measurement reporting, including scorecards and dashboards, to manage and improve performance across Gas Distribution and Storage. About the Role:• Develop and implement advanced reports and management tools by...


  • Toronto, ON, Canada Optimus SBR Full time

    We built our firm to be everything typical consultancies are not.   At Optimus SBR, we are a dynamic group of entrepreneurial thinkers who come from diverse backgrounds and fields of specialty with a passion for growing business – both ours and our clients’. Things like our seven employee created-and-led committees and regular celebratory events...


  • Toronto, Canada Colas Full time

    Colas is a Canadian leader in transportation infrastructure - materials, construction, and maintenance. From roads to rail, airports to ports, we build some of the most important projects that connect our communities. Backed by our network of Colas companies across Canada and the Colas Group worldwide, Colas offers a wide range of innovative and sustainable...


  • Old Toronto, Canada TD Full time

    OverviewTD, a leading financial institution, is committed to providing a fair and equitable compensation package to its employees. The bank's salary structure has been designed to allow colleagues to progress through the salary scale over time as they improve their skills and performance.The base salary offered for this role may vary based on the candidate's...


  • Old Toronto, Canada Scotiabank Full time

    p> Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Purpose:   The Analyst plays a key role in management of the specialized securities operations for the Settlements requirements of the Scotia Group. This position, responsible for assisting management in their efforts to coach individuals, coordinate...


  • Toronto, Canada Sinai Health Full time

    Sinai Health is looking for a Clinical Performance Analyst to support the Performance Measurement and Reporting (PMR) Department. The CPA is responsible for the data extraction, analysis, and reporting of performance data across both campuses to support evidence-based decision making and to advance the operational and strategic goals of Sinai Health. Data...


  • Toronto, Canada Ipsos Full time

    **What makes this role important at Ipsos?** The Research Analyst core responsibility is to handle full range of projects under the direction of the senior research team. While the position is entry-level, the expectation is that a Channel Performance Research Analyst will enjoy taking on new challenges, be innately curious, and will be open to daily...


  • Toronto, ON, Canada KORT Payments Full time

    QA Analyst Welcome to KORT Payments, where innovation meets excellence! We specialize in providing a state-of-the-art omnichannel payments platform designed to make business transactions a breeze. To empower businesses with top-notch capabilities in compliance, risk management, and payment processing. Our trailblazing, enterprise-grade platform, coupled...


  • Toronto, Canada Ipsos Zrt. Full time

    **What makes this role important at Ipsos?** The Research Analyst core responsibility is to handle full range of projects under the direction of the senior research team. While the position is entry-level, the expectation is that a Channel Performance Research Analyst will enjoy taking on new challenges, be innately curious, and will be open to daily...


  • Toronto, Canada IMCO Full time

    At IMCO, our talent is among the best! IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. We offer a culture of collaboration and passion, creating unwavering value for the clients we serve. Our vision is to be...


  • Toronto, Canada Ontario Health Full time

    At Ontario Health, we are committed to developing a strong organizational culture that connects and inspires all team members across the province. Our vision is that together, we will be a leader in health and wellness for all. Our mission is to connect the health system to drive improved and equitable health outcomes, experiences and value. How we work...

  • Business Analyst

    7 days ago


    Old Toronto, Canada Scotiabank Full time

    OverviewScotiabank, a leading bank in the Americas, seeks a highly skilled Business Analyst to join its team. This role is based in Toronto, Canada.SalaryThe estimated annual salary for this position is around $120,000-$150,000, depending on experience and qualifications.Job DescriptionWe are looking for a talented Business Analyst to support the development...


  • Old Toronto, Canada TD Full time

    Join TD, a leading financial institution offering a wide range of products and services to individuals, businesses, governments, and institutions. As a Project Performance Analyst, you will play a key role in driving business growth, customer satisfaction, and operational efficiency.About the RoleThis exciting opportunity requires an experienced professional...


  • Greater Toronto Area, Canada Recurrent Energy Full time

    **Position Title**:Systems Performance Analyst II **Department**: Operations & Maintenance **Reports To**:Senior Manager, Data Analytics **Description**: Recurrent Energy Power Services (REPS) Operations and Maintenance operates utility-scale solar plants and battery energy storage systems on five continents. With close to 5 GW contracted and under...


  • Toronto, Canada Shoppers Drug Mart Pharmaprix Full time

    **Location**: 243 Consumers Road, Toronto, Ontario, M2J 4W8 At Shoppers Drug Mart, we’re innovating health and wellness in Canada. From prescriptions to walk-in clinics, and a beloved loyalty program, we’re caring and supporting our customers in new ways every day. With more than 1,300 locally owned and operated stores from coast to coast, the Shoppers...


  • Toronto, Canada Freedom Mobile Full time

    **A little about us** At Freedom, we’re proud to be leaders in a movement that brings affordable wireless services to Canadians - we’re always on the lookout for go-getters that are committed to disrupting the status quo. Does that sound like you? We’d love to meet you. **The role** Are you passionate about efficiency and customer experience...