Performance Analyst

3 weeks ago

Toronto, Ontario, Canada CI Financial Full time

At CI Financial, we're seeking a talented individual to join our team as a Performance Analyst - Investment Portfolio Specialist. This role is part of our Performance Measurement and Risk department, which supports our multiple business lines through independent measurement of investment portfolio performance and benchmarks.

Key Responsibilities:

  • 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.
  • 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.

Requirements:

  • 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.
  • Advanced skills in MS Office applications (i.e. Excel, Access).
  • Experience with FactSet, Bloomberg is considered an asset.
  • 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 CIPM designation 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.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.

What We Offer:

  • Modern HQ location within walking distance from Union Station.
  • Flexible & Hybrid Work Program.
  • Equipment Purchase Program.
  • Training Reimbursement.
  • Paid Professional Designations.
  • Employee Share Purchase Program (ESPP).
  • Corporate Discount Program.
  • Enhanced group benefits.
  • Parental Leave Top–up program.
  • Fitness membership discounts.
  • Volunteer paid Days.
  • Complimentary vending machines.

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