Associate, Performance and Analytics, Reporting

Investment Management Corporation of Ontario; Toronto; Hybrid; CAD 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid work model

Office at 16 York Street, Toronto

Job summary

Investment Management Corporation of Ontario (IMCO) is seeking an Analyst to join the Performance Measurement and Analytics team in Toronto for a 12-month contract. You will produce complex investment performance reports, perform attribution analysis, and collaborate with Front Office, Data Management & Investment Reporting, Risk and IT to ensure data integrity.

Ideal candidates have 2–4 years in financial services, a Finance/Business degree, and proficiency in SQL, VBA, Excel, and PowerBI.

Qualifications

• 2 to 4 years of relevant experience in financial services.

Responsibilities

• Produce and present investment-related reports and analyses across multiple disciplines.
• Assist in evaluating calculation methodologies and financial models.
• Develop regular and ad-hoc performance measurement and attribution models.
• Monitor performance, risk, and attribution at portfolio levels.
• Support internal stakeholders with data-driven insights for decision making.
• Collaborate with front-office, Data Management, Investment Risk and IT.

Skills

Financial analysis

Performance measurement

SQL

VBA

Python

Excel

PowerBI

Bloomberg

Education

Undergraduate degree in Finance or Business

Graduate degree or professional designation (MBA, CFA, FRM, CIPM) preferred

Tools

Eagle PACE

Bloomberg

SQL

VBA

Python

Job description

At IMCO, our talent is among the best! IMCO offers a uniquely stimulating and rewarding environment where you can help build and drive organizational transformation, all while seeking to challenge yourself, learn, and grow your career. Our culture is built on collaboration and passion, with a shared commitment to delivering lasting value to the clients we serve. Located in downtown Toronto, our vision is to be the partner of choice for Ontario’s public sector funds and to build a high-performing, value-driven asset management firm. This job posting is for an existing vacancy. If you are ready to deliver best-in-class service and join a collaborative, motivated and fun team of professionals, IMCO offers the opportunity to do impactful work and broaden your expertise. If you’re looking to use your expertise to drive strategic outcomes, we’d love to hear from you. This is a 12 month contract position. This is an analyst level position and is a key member of the Performance Measurement and Analytics team, tasked with the production of complex investment performance and analytical reporting for asset owner clients. This involves performance calculations, analysis, exposure reporting, asset mix, responding to internal stakeholder requests, client requests, and investigating discrepancies. The Associate ensures the availability and accuracy of performance data provided to various stakeholders. Working under the supervision of the Manager, Performance and Analytics, the Associate is responsible for the execution of routine tasks, the production of a variety of reports, and the use of various systems. Working closely with the Front Office, Data Management & Investment Reporting, Investment Risk, and IT, the Associate executes quality control checks, performs reasonability checks, and ensures policies and procedures are followed.

Key Areas of Responsibility

• Producing, developing, and presenting investment-related reports and analysis across multiple disciplines to enhance the management and monitoring of investment performance of the plan.
• Conducting research and analysis on Investment performance with significant attention to detail.
• Assisting in evaluating proposed calculation methodologies and financial models for operational reasonableness.
• Developing regular and ad-hoc performance measurement and attribution models to support the investment decision making process, as well as the investment review process.
• Managing, monitoring, and evaluating performance, risk management and attribution at various portfolio levels in a timely manner.
• Establishing, maintaining and enhancing working relationships with key stakeholders.
• Providing analytical and value-add support to internal stakeholders to support investment decision making, as well as transform data into meaningful and actionable knowledge by analyzing reports and providing recommendations.
• Collaborating with front-office investment professionals to obtain and understand details reporting and information requirements.
• Collaborating with the Data Management team to support the development and enhancement of the reporting environment and processes to better facilitate and customize the delivery of information for IMCO's end-users, including the definition of data classifications required, as well as assisting in establishing the processes to translate the book-of-record into usable inputs for the requested reporting.
• Proactively identifying opportunities for process improvement while simultaneously collaborating with co-workers to implement changes.
• Maintaining an up-to-date knowledge on investment market conditions and trends to support projects, as required.
• Providing appropriate and timely information, analysis and reporting for management, as well as the Board.
• Leading other special short-term Performance Measurement and Analytics projects, as required.

What do you need to succeed?

• 2 to 4 years of relevant experience in the financial services industry (preferably in asset management or capital markets) is required, including 2 years’ experience with performance measurement.
• Undergraduate degree in Finance, Business or a related field is required.
• A graduate degree (e.g., MBA, MFin) and/or a professional designation (e.g. CFA, FRM, CIPM) is preferred.
• Strong working knowledge of finance, portfolio management theory and broad range of asset classes, investment strategies, and investment vehicles including practical aspects such as market conventions, specific product knowledge, and best industry practices.
• Advanced quantitative, analytical, financial modelling skills with comprehensive financial analysis experience.
• Well-versed in performance measurement principles, methodologies and practices, with previous experience with P&L attribution and analysis considered an asset.
• Written communication skills required to report complex information (e.g. risk reports, compliance issues, performance attribution) in a clear, concise manner.
• Strong verbal communication and interpersonal skills required to exchange complex information and to present information, as well to build key working relationships; cultivate partnerships and work collaboratively in a team environment, and with internal and external resources.
• Proficient with MS Suite (Excel, Word, Access, Visio, PowerBI). SQL, and VBA programming languages is required. Additional programming (i.e., Python) is an asset.
• Experience with Eagle PACE and Bloomberg is desired.

The base salary range for this position is CAD $70,000.00 - $100,000.00.

The placement within the range is determined by the range of market pay for the specific position, as well as the candidate's knowledge, skillset and experience relative to the requirements of the position and to internal peers. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you with the specific details for this position.

We thank all applicants for their interest. Only those selected for an interview will be contacted.

Our hybrid work model prioritizes an office-first approach, encouraging employees to make the most of our collaborative workspace at 16 York Street, Suite 2400, Toronto, ON M5J 0E6. This welcoming environment fosters teamwork, connection, and professional growth. While flexibility remains a key component of our model, we believe that regular in-office engagement enhances productivity and strengthens our culture. Our approach supports a fulfilling lifestyle that balances professional ambition with personal wellbeing.

IMCO is committed to providing accommodation for people with disabilities throughout the recruitment process. If you require support, please let us know and we will work with you to meet your needs. Artificial intelligence (AI) tools may be used to support parts of our recruitment process, such as screening and assessments. However, all hiring decisions are made by our recruitment team. Candidates being considered for this position will be required to undergo background screening.

The Investment Management Corporation of Ontario (IMCO) is Ontario’s professional asset manager, investing on behalf of our public sector clients so they can care for beneficiaries and secure retirement futures. With approximately $90.7 billion in assets under management, we are one of the largest institutional investment managers in Canada and around the globe. Our mandate is to provide broader public sector clients with exceptional investment management services, including best-in-class advice around portfolio construction, efficient access to a diverse range of asset classes and superior reporting on risks and returns. Our vision is to rank among the world’s leading public-sector asset managers. We will achieve this through an unwavering focus on creating client value. That means ensuring that we deliver the returns required for our clients to meet their long-term financial obligations.