Performance Reporting Analyst

2 weeks 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

  • Analyst, Performance Reporting

    3 weeks ago

    Toronto, Canada Manulife Financial Full time

    Reporting to Head of Reporting, the Analyst is responsible for reporting regular and ad hoc performance of general fund assets, with a focus on fixed income portfolios, under the liability-driven, spread-based performance measurement methodology. The Analyst will provide business requirements and subject matter expertise where needed. The candidate will also...

  • Analyst, Performance Reporting

    3 weeks ago

    Toronto, Canada Manulife Financial Full time

    Reporting to Head of Reporting, the Analyst is responsible for reporting regular and ad hoc performance of general fund assets, with a focus on fixed income portfolios, under the liability-driven, spread-based performance measurement methodology. The Analyst will provide business requirements and subject matter expertise where needed. The candidate will also...

  • Analyst, Performance Reporting

    2 weeks ago

    Toronto, Canada Manulife Financial Full time

    Reporting to Head of Reporting, the Analyst is responsible for reporting regular and ad hoc performance of general fund assets, with a focus on fixed income portfolios, under the liability-driven, spread-based performance measurement methodology. The Analyst will provide business requirements and subject matter expertise where needed. The candidate will also...

  • Analyst, Performance Reporting

    3 weeks ago

    Toronto, Canada Manulife Financial Full time

    Reporting to Head of Reporting, the Analyst is responsible for reporting regular and ad hoc performance of general fund assets, with a focus on fixed income portfolios, under the liability-driven, spread-based performance measurement methodology. The Analyst will provide business requirements and subject matter expertise where needed. The candidate will also...

  • Senior Analyst, Corporate and Performance Reporting

    6 days ago

    Toronto, Canada Waterfront Toronto Full time

    Senior Analyst, Corporate and Performance Reporting Waterfront Toronto was established by the Government of Canada, the Province of Ontario, and the City of Toronto in 2001 to oversee and lead the renewal of the city’s waterfront. Our mandate is to deliver a revitalized waterfront that brings together the most innovative approaches to sustainable urban...

  • Senior Analyst, Corporate and Performance Reporting

    5 days ago

    Toronto, Canada Waterfront Toronto Full time

    Senior Analyst, Corporate and Performance Reporting Waterfront Toronto was established by the Government of Canada, the Province of Ontario, and the City of Toronto in 2001 to oversee and lead the renewal of the city’s waterfront. Our mandate is to deliver a revitalized waterfront that brings together the most innovative approaches to sustainable urban...

  • Business Analyst, Planning

    4 days ago

    Toronto, Canada Teksavvy Solutions Inc. Full time

    **Business Analyst, Planning & Performance Reporting** * Job responsibilities include but are not limited to: * - Building business models for - analyzing promotions - vendor deals - other special projects - Tracking company’s performance relative to vendors’ agreements - Understanding agreements T&C and identifying corresponding business targets - Data...

  • Consultant, Performance Measurement and Reporting

    3 weeks ago

    Toronto, Canada Mount Sinai Hospital (Toronto), Sinai Health Full time

    Consultant, Performance Measurement and Reporting Join to apply for the Consultant, Performance Measurement and Reporting role at Mount Sinai Hospital (Toronto), Sinai Health Consultant, Performance Measurement and Reporting Join to apply for the Consultant, Performance Measurement and Reporting role at Mount Sinai Hospital (Toronto), Sinai Health Sinai...

  • Consultant, Performance Measurement and Reporting

    3 weeks ago

    Toronto, Canada Mount Sinai Hospital (Toronto), Sinai Health Full time

    Consultant, Performance Measurement and ReportingJoin to apply for the Consultant, Performance Measurement and Reporting role at Mount Sinai Hospital (Toronto), Sinai HealthConsultant, Performance Measurement and ReportingJoin to apply for the Consultant, Performance Measurement and Reporting role at Mount Sinai Hospital (Toronto), Sinai HealthSinai Health...

  • Consultant, Performance Measurement and Reporting

    4 weeks ago

    Toronto, Canada Mount Sinai Hospital (Toronto), Sinai Health Full time

    Consultant, Performance Measurement and ReportingJoin to apply for the Consultant, Performance Measurement and Reporting role at Mount Sinai Hospital (Toronto), Sinai HealthConsultant, Performance Measurement and ReportingJoin to apply for the Consultant, Performance Measurement and Reporting role at Mount Sinai Hospital (Toronto), Sinai HealthSinai Health...