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Investment Reporting Analyst
2 months ago
About the Role:
The Reporting Analyst, Investment Operations role at AGF Investments is to examine requirements, develop and maintain investment related reports for various business units across the organization. The individual will be required to manage requests for information and coordinate with internal teams for efficient delivery to our business partners.
Your Responsibilities:
- Develop, generate and maintain reports on portfolios covering different asset classes, including equities, fixed income, derivatives, and fund accounting.
- Utilize SQL and other coding languages to extract and summarize data based on business logic from multiple investment systems.
- Collaborate with the development team to ensure data is flowing correctly through various systems.
- Facilitate recurring and ad-hoc requests from both internal and external parties, including investment managers, analysts, and client services agents.
- Meet with stakeholders to define reporting requirements and goals, ensuring alignment with business objectives.
- Communicate reporting changes, enhancements, and modifications to stakeholders, ensuring issues and solutions are understood.
- Ensure proper documentation for all processes, including data flows and system integrations.
- Coordinate and perform in-depth tests, including end-user reviews, for modified and new processes and other post-implementation support.
- Liaise and collaborate with other teams and departments to ensure excellent levels of client service, building and maintaining positive working relationships.
Your Qualifications:
- Investment knowledge on equities, fixed income, derivatives, fund accounting, performance, and attribution.
- Intermediate knowledge of SQL or other coding languages.
- Minimum 2 years of related work experience in investment reporting or a related field.
- University degree in a relevant field, such as finance, accounting, or business administration.
- Strong attention to detail and keen on accuracy.
- Excellent listening, interpersonal, written, and oral communication skills.
- Logical and efficient, with strong problem-solving skills.
- Highly self-motivated and able to work independently with minimal supervision.
- Relationship building: able to build, maintain, and manage strong relationships with investment managers, analysts, and client services agents.
Your Competencies:
- 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.
- Accountability: Assumes personal responsibility for goals, outcomes, and deadlines.
- Team Builder: Develops and maintains effective relationships with others, e.g., managers, employees, colleagues, customers, and/or other departments.
- Planning and Organization: Manages oneself to achieve results, delivering results efficiently and effectively.
- Analytical Thinking: Ability to comprehend a situation by breaking it down into its components and identifying key or underlying complex issues.
- Courage of Convictions: Belief in one's own capability as expressed in increasingly challenging circumstances and confidence in one's decisions or opinions.
- Continuous Learning: Possesses and applies job-related knowledge in the completion of work and activities.
