Analyst, Performance & Attribution Solutions

NS Partners; Vancouver; On-site; CAD 75,000 - 110,000; Full time

Job summary

A financial services firm is seeking an Analyst for its Performance & Attribution Solutions team in Vancouver. This role involves investment performance calculations, analytics, and stakeholder collaboration. The ideal candidate should possess strong critical thinking, communication, and technology skills, including proficiency in MS Excel and Power BI. Additional qualifications include an undergraduate degree and some experience in investment management. The salary range for this position is $75,000-$110,000 with performance bonuses.

Qualifications

• Excellent communicator able to express ideas and explain analytics.
• Critical thinking approach to problem-solving.
• Self-motivated with attention to detail in data processes.
• Collaborative spirit with strong teamwork skills.
• Technology savvy with advanced skills in MS Excel and Power BI.

Responsibilities

• Investment performance calculations and analytics across asset classes.
• Support sales and marketing requests and data provision.
• Maintain methodologies for performance measurement and attribution.
• Develop stakeholder relationships and provide analytical problem-solving.
• Identify process improvements and leverage best practices.

Job description

Position: Analyst, Performance & Attribution Solutions

Location: Vancouver, British Columbia

Job Id:2204

# of Openings:1

Analyst, Performance & Attribution Solutions

Connor, Clark & Lunn Financial Group Ltd.

Connor, Clark & Lunn Financial Group ("CC&L FG") is seeking anAnalyst or Senior Analystto 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.

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

• 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– You have a collaborative spirit that helps you to work well with others and you communicate effectively.
• Self-Motivated– 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
• Continuous Process Improvement Mindset– You constantly take a critical eye to processes with the goal of finding improvement opportunities and bring an ability to manage multiple projects.
• Problem Solver– You possess an analytical mindset and can detect patterns to solve problems.
• Technology Savvy–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.
• Education –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.
• Industry Knowledge –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.

Salary and Benefits

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.

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 and in the US, the UK and India, CC&L Financial Group and our multi-boutique family of affiliate firms collectively manage over $179 billionin 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 cclgroup.com.

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 submityour resume and cover letter as one PDF.
Your application will be reviewed by a member of the hiring team - AI is not used in the screening,assessmentor selection of applicationsat this time.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.