Analyst, Performance Measurement Attribution and Risk

CI Financial Corp.; Toronto; On-site; CAD 55,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Wellness programs

Life and disability insurance

Retirement savings plans

Paid holidays and vacation time

Education-related programs

Paid time off for Volunteering

Training Reimbursement

Paid Professional Designations

HQ near Union Station

Job summary

CI Financial Corp. in Toronto is seeking an Analyst for Performance Attribution & Risk to support performance measurement and attribution reporting. You will compute portfolio returns, prepare daily, monthly and quarterly reports, and address attribution inquiries with senior staff.

The role emphasizes accuracy, timely delivery, and opportunities to improve internal processes, with onsite collaboration four days a week and eligibility for a bonus program.

Qualifications

• Undertake performance measurement using established methodologies.
• Strong numerical and data interpretation skills required.
• Proficient with Excel; experience with VBA, SQL or Python is a plus.
• Familiarity with investment performance concepts is essential.
• CFA, CIPM or FRM progress is an asset.

Responsibilities

• Compute portfolio returns and maintain reports daily, monthly, quarterly.
• Respond to internal and external attribution and risk inquiries.
• Identify and resolve performance discrepancies and process improvements.
• Automate processes and assist with system upgrades testing.

Skills

Quantitative analysis

Time- & Money-weighted return

Excel / Access

Python / SQL

VBA

Attention to detail

Problem solving

Education

Finance / Economics / Applied mathematics degree

Strong quantitative background

Tools

FactSet

Bloomberg

Excel

Access

Python

SQL

Job description

About the role

At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. We are presently recruiting for Analyst, Performance Attribution & Risk. The Performance Measurement Attribution & Risk “PMAR” department supports CI’s multiple business lines through independent measurement of the Investment portfolio performance and benchmarks, value add contribution and attribution reporting, risk reporting insightful analysis, commentary and functional reporting. The Analyst, Performance Attribution & Risk role is part of a team of analysts responsible for the performance measurement and monitoring of investment funds managed at by CI Investments. The successful candidate will be responsible for portfolio return calculations; preparing and maintaining daily, monthly and quarterly reports; and using a variety of performance and attribution engines. The foremost responsibility of this position is to provide accurate, relevant, and timely performance and attribution data. The candidate is expected to have the ability to respond to internal and external performance attribution and risk questions in a timely and effective manner.

What you will do

• Work independently and with senior staff to ensure timely and accurate data delivery across all lines of business.
• Identify, investigate and resolve performance discrepancies adhering to Service Level Agreements and internal service delivery standards.
• Oversee irregular performance calculation and maintenance and identify opportunities to improve internal processes.
• Assist with workloads and problem resolution within the team as necessary.
• Ensure client deliverables are met while maintaining proper documentation with adherence to risk standards.
• Organize and execute plan to remediate issues.
• Ability to interpret large amounts of data and translate into concise, easily understood speaking points to senior staff members.
• Automate and streamline existing processes within Performance Measurement and Risk.
• Participate in UAT testing for system upgrades or enhancements.
• Escalate issues where necessary to ensure a high level of service is maintained.

What you will bring

• Undergraduate degree in finance, economics, business administration, or applied mathematics with a strong appetite for quantitative analysis
• Knowledge in investment performance measurement methodologies such as Time-Weighted and Money-Weighted rate of return, attribution and contribution.
• Advanced skills in MS Office applications (i.e. Excel, Access)
• Experience with FactSet, Bloomberg
• Knowledge of Excel VBA, SQL, Python, Database will be considered an asset
• Passion for and understanding of investments and capital markets.
• Progress towards or completion of CFA, CIPM and FRM is an asset.
• Ability to use critical thinking skills to tackle challenging problems in an innovative way.
• Strong attention to detail and a high degree of accuracy while meeting deadlines and working under pressure.

This role follows our in-office work model and requires employees to be onsite four days per week to support collaboration and business needs.

Salary and Benefits

The anticipated base salary range for this position is$55,000 to $95,000. Exact salary depends on several factors such as experience, skills, education, and budget. Salary range may vary based on geographic location.

In addition to base salary, this position is eligible for participation in a bonus program.

In addition, The Company offers a variety of benefits to eligible employees, including health insurance coverage, wellness programs, life and disability insurance, retirement savings plans, paid leave programs, education-related programs, paid holidays and vacation time, and many others. Many of these benefits are subsidized or fully paid for by the company.

What we offer

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave
• Top-up program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce.

CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [e-mail], or call 416-364-1145 ext. 4747.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.