Analyst, Performance & Attribution Solutions

CC&L Infrastructure; Toronto; On-site; CAD 60,000 - 80,000; Full time

Job summary

A financial group in Canada is seeking an Analyst for their Performance and Attribution Solutions Team. This role involves providing analytics and collaborating with stakeholders to enhance investment processes. The ideal candidate will have strong analytical and communication skills, and a desire for continuous improvement. Join a team that values initiative and offers a dynamic work environment with competitive benefits.

Qualifications

• 1–5 years experience in the investment management industry or comparable.
• Experience with investment analytics or performance measurement is an asset.
• Enrolled (or considering enrollment) in the CFA or CIPM program.

Responsibilities

• Calculate investment performance and attribution.
• Provide analytical support for sales and marketing.
• Research and maintain performance measurement methodologies.
• Develop relationships with stakeholders.
• Identify process improvements and best practices.

Skills

Critical thinking

Excellent communication

Collaborative spirit

Self-motivated

Continuous improvement mindset

Problem solving

Technology savvy

Industry knowledge

Education

Undergraduate degree in business mathematics or related field

Tools

MS Excel

Power BI

Job description

Analyst Performance & Attribution Solutions

Connor Clark & Lunn Financial Group Ltd.

Toronto, ON

Connor Clark & Lunn Financial Group (CC&L FG) is seeking an Analyst or Senior Analyst 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‑oriented team seeking like‑minded individuals who thrive in a challenging and dynamic environment.

What You Will Do

We create and provide analytics to measure the outcome of investment decisions. Our analytics provide insights for internal and external stakeholders who receive our data through a variety of channels. The core analytic categories include performance attribution, risk and portfolio characteristics as well as other investment analytics that are critical to understanding the investment outcome. We have several tools and systems in place to aid us, but understanding investment strategies/mandates and post‑trade analytics is key to ensure reporting is done accurately. The job will typically have a good balance between scheduled tasks, ad‑hoc requests/problem solving and continuous process improvement in both independent and collaborative settings. Our analysts are empowered to thrive as process owners with both the freedom and responsibility that comes with delegation.

• 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

• Critical thinking: 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.
• Collaborative spirit that helps you work well with others and communicate effectively.
• Self‑motivated: passion for advancing the quality, scale and efficiency of data processes and ability to take ownership of multiple processes with keen attention to detail.
• Continuous process‑improvement mindset: constant critical eye to processes with the goal of finding improvement opportunities and ability to manage multiple projects.
• Problem solver: possess an analytical mindset and can detect patterns to solve problems.
• Technology savvy: pick up new systems and tools quickly; advanced computer skills with emphasis on MS Excel and Power BI, and desire to learn basic database query languages.
• Education: Undergraduate degree in business mathematics or a related field; also enrolled (or considering enrollment) in the CFA or CIPM program.
• Industry knowledge: 1–5 years experience in the investment management industry or comparable; direct experience with investment analytics or performance measurement is an asset.

About Connor Clark & Lunn Financial Group

At CC&L Financial Group we understand the value of opportunity for our clients and our team. Independent and employee‑owned, we partner with investment professionals to grow successful asset‑management businesses, giving them the space to innovate and truly make an impact.

With more than 40 years of history and offices across Canada, the US, UK and India, CC&L Financial Group and our multi‑boutique family of affiliate firms collectively manage over $155 billion in client assets, providing a diverse range of traditional and alternative investment products and solutions to institutional high‑net‑worth and retail clients.

For a closer look at how you can build your career with us, we invite you to explore.

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.

To apply for this position please submit your resume and cover letter as one PDF.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interview will be contacted by telephone.

Employment Type: Full Time

Experience: years

Vacancy: 1