Undergraduate degree in business, mathematics, or related field.
1 to 5+ years of experience in the investment management industry, ideally with investment analytics or performance measurement.
Enrolled in or considering enrollment in CFA or CIPM program.
Strong proficiency in MS Excel and Power BI, with a willingness to learn database query languages.
Excellent verbal and written communication skills with a focus on solution-oriented discussions.
Analytical mindset with a knack for pattern recognition and problem-solving.
Responsibilities
Calculate investment performance and conduct attribution analysis across asset classes.
Support sales and marketing with data for RFPs and DDQs.
Research and maintain methodologies for performance measurement and attribution.
Manage relationships with internal and external stakeholders.
Provide analytical problem-solving and troubleshooting.
Identify and recommend process improvements within the team.
Understand new products and ensure accurate reporting.
Benefits
Hybrid work model for flexibility.
Annual performance bonus opportunity.
Opportunities for professional development and education.
Collaborative work environment that values communication and teamwork.
Access to advanced tools and systems for data analysis.
Full Job Description
What You Will Do
Investment performance calculations, attribution analysis, analytics and portfolio risk reporting across public / private asset classes.
Support sales and marketing requests and provide data for RFPs and DDQs
Research, propose, and maintain performance measurement and attribution methodologies for existing and new products.
Develop and manage relationships with both internal and external stakeholders.
Provide analytical problem solving and troubleshooting.
Identify process improvements and leverage best practices across the team.
Understand new products and ensure proper reporting is in place.
What You Bring
Approach problems with a curious and critical mindset
Excellent Communicator, both verbal and written. Ability to express ideas, explain analytics/ methodologies and lead solution-oriented discussions with a wide range of audiences.
You have a collaborative spirit that helps you to work well with others and you communicate effectively.
The ideal candidate has a passion for advancing the quality, scale and efficiency of data processes and is able to take ownership of multiple processes with keen attention to detail
You constantly take a critical eye to processes with the goal of finding improvement opportunities and bring an ability to manage multiple projects.
You possess an analytical mindset and can detect patterns to solve problems.
You are able to pick up new Systems and tools quickly. You have advanced computer skills with an emphasis on MS Excel, Power Bi and have a desire to learn basic database query languages.
You have an Undergraduate degree in business, mathematics or a related field. You are also enrolled (or considering enrollment) in the CFA or CIPM program.
1 to 5+ years' experience in the investment management industry or comparable. Any direct experience with Investment analytics or performance measurement would be considered an asset.
The salary range for this position is $75,000-$110,000. The salary range provided reflects the base salary range for this position as required by legislation. In addition, there is an annual performance bonus which contributes to the total compensation of this position. Further questions may be directed to the HR team during the interview process.
