Hybrid Performance & Reporting Specialist

Mercer; Toronto; Hybrid; CAD 76,000 - 114,000; Full time

Job summary

Mercer is seeking a Performance & Reporting Specialist to support performance measurement, reporting, and related operational activities across multi-asset portfolios. Based in Toronto or St. John’s, this hybrid role requires three days in the office weekly.

You will monitor portfolio returns, perform data integrity checks, and work with systems like Investment Metrics, CRIMS, Eagle, Bloomberg, and FactSet. Collaboration with investment teams and clients is essential.

Qualifications

• Bachelor’s degree or equivalent in finance, economics, business, accounting, mathematics, or related field.
• 3–5 years of experience in performance measurement or related role.
• Strong knowledge of performance measurement best practices and return calculation methodologies.
• Understanding of investments, portfolio construction, and multi-asset benchmarking.
• Strong project management, organizational, and communication skills.
• Experience working across teams and supporting change initiatives.

Responsibilities

• Support performance measurement and reporting activities across multi-asset portfolios.
• Monitor, validate, and analyze portfolio returns, including investigation of outliers.
• Perform data integrity checks and controls to ensure accurate performance calculations.
• Work with investment management and reporting systems such as Investment Metrics, CRIMS, Eagle, Bloomberg, FactSet, or similar systems.
• Assist with client onboarding, account setup, and reporting configuration.
• Support GIPS implementation and compliance activities, where applicable.
• Maintain documentation for reporting processes, operational procedures, and client-specific requirements.
• Partner with investment and client teams to respond to performance-related inquiries.
• Help improve business processes and support cross-functional collaboration.
• Manage multiple internal operations projects and support day-to-day process coordination.

Skills

Analytical skills

Attention to detail

Investment data experience

Reporting systems experience

Performance calculations experience

Project management

Communication skills

Education

Bachelor's degree or equivalent in finance/economics/business

Tools

Investment Metrics

CRIMS

Eagle

Bloomberg

FactSet

Job description

Mercer is seeking a Performance & Reporting Specialist to support performance measurement, reporting, and related operational activities across multi-asset portfolios. Based in Toronto or St. John’s, this hybrid role requires three days in the office weekly.

You will monitor portfolio returns, perform data integrity checks, and work with systems like Investment Metrics, CRIMS, Eagle, Bloomberg, and FactSet. Collaboration with investment teams and clients is essential.