Our client, an asset management firm headquartered in Toronto, with additional offices internationally, is known for its comprehensive approach to wealth management and investment solutions. They are seeking a Performance Analyst to play a crucial role in ensuring accurate portfolio performance analysis and reporting. This position offers an opportunity to contribute directly to the firm’s strategic objectives by delivering data-driven insights, maintaining high standards of data integrity, and collaborating with a talented team of investment professionals.

This role is ideal for a performance analytics professional looking to expand their career within an engaged, forward-thinking asset management firm. The successful candidate will join a team dedicated to delivering excellence in portfolio management and client service, benefiting from a collaborative culture that emphasizes growth, innovation, and professional development.

Key Responsibilities:

• Performance Measurement: Conduct detailed performance calculations for investment portfolios, including attribution analysis and benchmarking against indices.
• Reporting: Develop and deliver comprehensive performance reports for internal stakeholders and clients, highlighting performance trends and key drivers.
• Data Management: Oversee and maintain performance databases and measurement systems to ensure data accuracy and reliability.
• Compliance: Ensure performance reporting aligns with industry standards, regulatory requirements, and GIPS compliance.
• Collaboration: Partner with portfolio managers, analysts, and other team members to provide actionable insights supporting investment strategies.

Qualifications:

• Education: Bachelor’s degree in Finance, Economics, Business, or related fields. Progress toward or completion of the CFA designation is preferred.
• Experience: 4-6 years in performance analysis, investment management, or related areas.
• Skills:
  • Strong analytical and quantitative capabilities.
  • Proficiency with performance measurement tools and software (e.g., Morningstar, FactSet).
  • Experience with database management, particularly SQL.
  • High attention to detail and accuracy in data handling.
  • Ability to work independently while thriving in a collaborative team environment.
  • Knowledge of regulatory requirements and industry standards, including GIPS reporting.

If you are passionate about using data to drive investment success and are ready to make an impact in a global firm, we encourage you to apply.