Performance & Risk Analyst

Performance & Risk Analyst - Toronto

Key Responsibilities

Performance Analysis & Attribution

• Calculate and validate portfolio and benchmark performance across multiple asset classes (equities, fixed income, alternatives).
• Perform performance attribution analysis using Bloomberg PORT Enterprise and other internal tools.
• Reconcile and explain return differences between internal systems, custodians, and external managers.

Risk Monitoring & Exposure Analysis

• Support daily, weekly, and monthly portfolio risk reporting, including VaR, tracking error, factor exposures and stress testing.
• Collaborate with portfolio managers to monitor exposures, sector/industry allocations, and style tilts.
• Analyze liquidity risk, credit risk, and interest rate sensitivity metrics using Bloomberg PORT and complementary sources.

Reporting & Visualization

• Build, maintain, and automate dashboards and reporting frameworks in Excel and Power BI for internal stakeholders and clients.
• Support board, executive, and compliance reporting with performance and risk insights.
• Assist in integrating data from Bloomberg, custodians, OMS, and internal sources into centralized dashboards.

Process Enhancement

• Work with IT, operations, and external data providers to optimize the data pipeline and reporting accuracy.
• Lead or support initiatives around new analytics tools, data models, and reporting best practices.
• Ensure compliance with GIPS and internal standards where relevant.

Qualifications

• 3+ years of experience in performance measurement, portfolio analytics, or investment risk at an asset manager, pension fund, or financial institution.
• Strong knowledge of:
• Bloomberg PORT Enterprise and its application for attribution and risk analysis.
• Bloomberg BQL.
• Power BI (DAX, M Query, data modeling).
• Excel (pivot tables, advanced formulas).
• Understanding of portfolio theory, fixed income and equity analytics, and investment products.
• Experience with data visualization and storytelling for investment teams or clients.
• Proficient with SQL, Python, or other data tools.
• Knowledge of GIPS standards and performance audit practices.
• Bachelor's degree in finance, economics, mathematics, statistics, engineering, or a related field required.
• CFA designation or demonstrated commitment to professional development in investment analytics.

Why work at Canoe Financial

Canoe Financial is one of Canada's fastest-growing independent mutual fund companies, built on a culture of ownership, performance, and entrepreneurial drive. As an employee-owned firm, we move decisively, think independently, and empower our people to make real impact. Our values (Active. Independent. Focused.) guide how we manage money, how we build products, and how we work together.

We're a fast-moving, conviction-led firm that excels in a few key areas, and we stand firmly behind our award-winning products with expertise and long-term discipline.

This is a place where effort turns into opportunity, and where sales-driven professionals can build a meaningful, successful career while helping advisors deliver better outcomes for investors.

As a Canadian-owned and operated firm with deep roots across the country, we take pride in investing for Canadians, by Canadians. And in a firm that values initiative and accountability, strong performance naturally creates opportunities.

Company Profile

Canoe Financial is manages over 21.5 billion in assets across a diversified range of award-winning investment solutions. Founded in 2008, Canoe Financial is an employee-owned investment management firm focused on building financial wealth for Canadians. Canoe Financial has a significant presence across Canada, including offices in Calgary, Toronto and Montreal.

Salary Range

$90, $140,000.00

Salary will vary depending on factors such as experience, education and qualifications. This position is a commission-based role, the salary range listed above reflects Canoe's expected compensation for the first year in this position.

Note to Applicants

This posting is for an existing vacancy. Canoe may use artificial intelligence to screen, assess or select applicants.