Analyst, Performance Reporting

Manulife Financial; Toronto; On-site; CAD 70,000 - 85,000; Full time

Job summary

A leading financial services firm in Toronto is seeking an Analyst to focus on reporting and analyzing performance of general fund assets, especially fixed income portfolios. The ideal candidate will have an undergraduate degree in a quantitative discipline, over two years of relevant experience, and strong skills in PowerBI, Excel, and Python. This role requires collaboration with investment desks and the ability to work independently under tight deadlines.

Qualifications

• Over two years' relevant experience in the investment industry.
• Sound knowledge of fixed income, equity, and money market instruments.
• Understanding of investment markets and performance measurement.

Responsibilities

• Perform historical performance reporting and analysis for investment assets.
• Produce key performance reports for senior management.
• Support quarterly calculation of performance scores for investment desks.

Skills

Performance reporting analysis

Strong interpersonal skills

Advanced PowerBI skills

Python

SQL

Education

Undergraduate degree in a quantitative discipline

Tools

PowerBI

MS Excel

MS Access

Visual Basic

Job description

Reporting to Head of Reporting, the Analyst is responsible for reporting regular and ad hoc performance of general fund assets, with a focus on fixed income portfolios, under the liability-driven, spread-based performance measurement methodology. The Analyst will provide business requirements and subject matter expertise where needed. The candidate will also leverage tools to enhance analysis and improve processes. Downstream reporting & analysis performed for Senior Management, Portfolio Managers and Investments Front Office.

Responsibilities

• Perform regular and ad hoc historical performance reporting and analysis for all General Fund Investment assets, including attribution factor analysis for Asian, Canada and U.S. investment desks.
• Work with the various investment desks to review, analyze and report on the performance of non-fixed income assets (e.g. Timber & Agriculture, Real Estate, Private Equity & Mezzanine, Oil & Gas).
• Produce key performance reports: Quarterly Investment Performance Package, Global and Divisional ALCO Performance Dashboard & Board reports, monthly performance attribution.
• Support the quarterly calculation of Annual Incentive Plan (AIP) performance scores for investment desk heads and the Investment Controllers Group.
• Provide analytical support on new initiatives (e.g. developing spread methodology for new territories/investment strategies, formulate implementation plan for new performance measurement initiatives or new investment mandates etc.).
• Maintain efficient communication channels with the Front Office and Investment Finance Group. Strong communication ensures the timely and effective resolution of issues, changing priorities, future and current projects, ad-hoc requests or underlying methodology disclosures.
• Leverage new tools and technology (AI, PowerBI, CoPilot etc.) to provide advanced analytics and improved processes.

Qualifications

• Undergraduate degree in a quantitative discipline combined with strong investment industry experience.
• Over two years' relevant experience and sound knowledge of fixed income, equity and money market instruments.
• Understanding of investment markets, benchmarks, drivers of performance and liability driven performance measurement.
• Demonstrated ability to work independently and establish priorities to meet tight deadlines.
• Strong interpersonal, teamwork and communication skills.
• Highly developed computer skills with the aptitude to learning new systems.
• Intermediate to Advanced skills in PowerBI, MS Excel, MS Access, Visual Basic, Python and SQL.
• Familiarity with statistical analysis (notably regression methods).
• Enrolled in or completion of Chartered Financial Analyst designation is an asset.

Manulife is an equal opportunity employer. We are committed to attracting, developing and retaining a diverse and inclusive workforce, and to creating a work environment that is welcoming and inclusive to all. We are dedicated to maintaining a fair and equitable recruitment, retention, promotion and compensation system for all employees, regardless of race, ancestry, place of origin, color, ethnic origin, citizenship, religion, sex, sexual orientation, gender identity, gender expression, age, marital status, family status or disability.