Analyst, Performance & Attribution Solutions

Connor, Clark & Lunn Financial Group Ltd.; Vancouver; On-site; CAD 75,000 - 110,000; Full time

Benefits offered by this job

Flexible work practices

Professional development budgets

Paid study days

Comprehensive health benefits

Job summary

Connor, Clark & Lunn Financial Group in Vancouver is seeking an Analyst or Senior Analyst to join the Performance and Attribution Solutions Team. You will perform investment performance calculations, attribution analytics, and portfolio risk reporting across asset classes, supporting sales requests and RFPs.

The ideal candidate has 1 to 5+ years in investment management, an undergraduate degree in business or math, and is pursuing CFA or CIPM.

Qualifications

• Undergraduate degree in business or math.
• Pursuing CFA or CIPM designation.
• 1–5+ years in investment management or similar.
• Experience in analytics or performance measurement is a plus.
• Strong Excel and Power BI; basic SQL beneficial.

Responsibilities

• Compute investment performance, attribution analytics and risk reporting across asset classes.
• Support sales/marketing with data for RFPs and DDQs.
• Research and maintain performance methodologies for products.
• Build and manage stakeholder relationships.
• Provide analytical problem solving and troubleshooting.
• Identify process improvements and share best practices.
• Understand new products and ensure proper reporting.

Skills

Investment analytics

Performance attribution

Data analysis

Excel

Power BI

Communication

Stakeholder management

Problem solving

Team collaboration

CFA/CIPM pursuit

Education

Undergraduate degree in business or math

CFA or CIPM enrollment

Tools

SQL

Job description

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 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

• 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 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.

What We Offer

At Connor, Clark & Lunn Financial Group, we're 'invested in our greatest asset, you'. Our shared goals reflect what matters most to our people:

• Your community: we foster belonging through collaboration, inclusion and flexibility. Enjoy social events, volunteering and a strong commitment to corporate social responsibility. Our flexible work practices are designed to support work-life balance and provide employees with flexibility in where and how they work
• Your growth: we prioritize your development with meaningful work, continuous learning budgets, paid study days and support for professional designations.
• Recognizing you: your contributions are rewarded with competitive total compensation, retirement savings support, wellness credits, enhanced parental leave, and comprehensive health benefits.

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

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.

AI may be used to support certain stages of our screening & recruitment process. These tools support, but do not replace, human judgment and decision-making.