Analyst or Senior Analyst, Performance Measurement & Reporting

PineStone Asset Management Inc.; Montreal; On-site; CAD 70,000 - 100,000; Full time

Job summary

PineStone Asset Management Inc. is looking for a Performance Measurement & Reporting Analyst or Senior Analyst to join their team in Montreal. This role involves analyzing performance, improving reporting processes, and ensuring clarity in investment outcomes. Ideal candidates will have a Bachelor's degree and experience in performance analytics, with strong analytical skills.

Benefits

Competitive compensation & benefits

Growth environment for meaningful impact

Culture of excellence and collaboration

Qualifications

• 2+ years of experience in investment performance measurement.
• Familiarity with GIPS standards.
• Demonstrated intellectual curiosity and proactiveness.

Responsibilities

• Analyze performance and derive attribution analysis for investment decisions.
• Lead GIPS-compliant performance processes and audits.
• Improve reporting processes and maintain data integrity.

Skills

Analytical Skills

Attention to Detail

Collaboration

Education

Bachelor's degree in Finance, Economics, or Mathematics

Tools

Excel

SQL

SimCorp Performance Manager

FactSet

PowerBI

Job description

Analyst or Senior Analyst, Performance Measurement & Reporting

Analyst or Senior Analyst, Performance Measurement & Reporting

Analyst or Senior Analyst, Performance Measurement & Reporting

PineStone Asset Management Inc., a global equity investment boutique headquartered in Montreal, is on a mission to generate enduring value for clients by investing in what we believe to be the world’s highest-quality companies. Founded in 2021 and currently managing approximately C$75 billion in assets, PineStone is led by Nadim Rizk, a seasoned investor with over 25 years of experience in long-term, high-conviction equity investing.

Learn more at www.pinestoneam.com

• Our vision: To set the gold standard for fundamental research, portfolio construction and long-term quality growth investing.
• Our mission: To create extraordinary value for our clients and their beneficiaries over many years.
• Our values: We foster a culture of commitment, integrity, drive, diligence and patience.

We’re looking for a highly motivated Performance Measurement & Reporting Analyst (or Senior Analyst) to join our growing team of professionals. This is a high-impact role at the heart of our investment operations, where precision, insight, and collaboration come together to support excellence in portfolio management and client reporting.

You will work closely with the Investment Team and the Client Relations Team , bringing clarity to performance outcomes, advancing the firm’s reporting and analytical capabilities and play a key role in upholding operational excellence and protecting the trust our clients and stakeholders place in our operations. You will be more than a performance analyst — you'll be a strategic contributor helping shape how we measure, interpret, and communicate investment results.

This position is based in our Montreal office and requires in-person collaboration with our tight-knit, high-performing team.

What you’ll do

• Analyze performance to derive insightful attribution analysis that enhances investment and client-facing decisions.
• Monitor daily, monthly, and quarterly portfolio performance, analyze anomalies or outliers and maintain performance composites.
• Lead the implementation and audit of GIPS-compliant performance processes and support annual verifications.
• Build and evolve internal performance tools, dashboards, and frameworks using industry-standard systems such as SimCorp Performance Manager and FactSet
• Continuously improve reporting processes, identify automation opportunities, and contribute to the firm’s operational efficiency (leveraging performance systems, SQL databases, and Excel).
• Maintain rigorous data integrity and documentation for performance workflows and methodologies

What we’re looking for

• Bachelor's degree in Finance, Economics, Mathematics, or a related field
• 2+ years of experience in investment performance measurement or portfolio analytics (senior title requires deeper experience)
• Familiarity with GIPS standards and their practical application
• Experience with SimCorp Performance Manager and/or FactSet is a major asset
• Strong analytical skills and high attention to detail; ability to identify and investigate performance drivers
• Proficiency in Excel is a must;
• Experience with SQL and/or PowerBI is a strong asset
• Demonstrated intellectual curiosity, proactiveness, and a drive for excellence
• Collaborative spirit and comfort working in a fast-paced, high-accountability environment
• Interest in or pursuit of the CFA and/or CIPM designation is considered a strong asset

Why PineStone?

• Competitive compensation & benefits that reward performance and commitment
• Growth environment with the opportunity to make a meaningful impact in a young, dynamic, and ambitious firm
• A culture of excellence and collaboration that values insight, rigor, and initiative
• A purpose-driven mission in a firm that plays the long game — in investing, in people, and in relationships

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Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Research, Analyst, and Information Technology

• Industries

  Investment Management

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