Analyst, Performance & Attribution Solutions

Connor, Clark & Lunn One; Toronto; Hybrid; CAD 75,000 - 110,000; Full time

Job summary

CC&L Financial Group in Toronto is seeking an Analyst or Senior Analyst to join the PAS team. You will perform investment performance calculations, attribution analysis, and portfolio risk reporting across asset classes, while supporting RFPs and DDQs with stakeholders.

The role emphasizes analytical problem solving, data process improvements, and collaboration across internal and external teams. A CFA/CIPM mindset and Excel/Power BI proficiency are valued.

Qualifications

• 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.
• Undergraduate degree in business, mathematics or a related field. You are also enrolled (or considering enrollment) in the CFA or CIPM program.

Responsibilities

• 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.

Skills

Analytical mindset

Excellent communication

Collaborative spirit

Curious problem solving

Multi-project management

Education

Bachelor degree in business or mathematics or related field

CFA or CIPM program enrollment

Tools

MS Excel

Power BI

SQL / database query languages

Job description

Interested in joining one of Canada’s top performing asset managers? We are looking for a Analyst or Senior Analyst for an existing vacancy to join our Performance and Attribution Solutions Team (PAS). Our team focuses on delivering post-trade analytics to stakeholders and collaborating with affiliates to enhance their investment processes through value-add analytics. We are a team of professionals who engage with all levels of the organization, including direct interactions with our Portfolio Managers. We place high value on maintaining an entrepreneurial spirit and creating a culture where each of us has opportunities to succeed. We are a stakeholder-centric and solution orientated team seeking likeminded individuals who thrive in a challenging and dynamic environment. This is a Toronto based role and offers flexibility between working from home and the office.

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 completion bonus which contributes to the total compensation for this position. Further questions may be directed to the HR team during the interview process.

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.We are committed to providing an inclusive, accessible recruitment and selection process. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process. Please contact [e-mail] if you require accommodation.

Your application will be reviewed by a member of the hiring team - AI is not used in the screening, assessment or selection of applications at this time.