Impact Reporting Analyst — Data-Driven Portfolio Insights

Rally Assets; Toronto; On-site; CAD 70,000 - 80,000; Full time

Job summary

A financial services firm in Toronto is seeking an Entry-Level Associate for Impact Reporting. The role involves supporting the creation of impact reports for multi-asset portfolios, analyzing data, and generating visualizations. Candidates should have at least two years of relevant experience, strong analytical skills, and proficiency in software like Excel and Tableau. Knowledge of impact investing is a plus. This position is full-time and requires legal eligibility to work in Canada.

Qualifications

• Minimum two years of relevant work experience in data or investment analysis.
• Experience with complex datasets and data manipulation.
• Proficiency in data analysis software.

Responsibilities

• Support in creating impact reports for client portfolios.
• Collect and analyze impact data from investment product issuers.
• Generate visualizations and communicate insights.

Skills

Data analysis

Data collection

Data visualization

Attention to detail

Software proficiency

Education

Degree in data analysis, investment analysis, or related field

Experience in data manipulation

Tools

Excel

Tableau

Power BI

Job description

A financial services firm in Toronto is seeking an Entry-Level Associate for Impact Reporting. The role involves supporting the creation of impact reports for multi-asset portfolios, analyzing data, and generating visualizations. Candidates should have at least two years of relevant experience, strong analytical skills, and proficiency in software like Excel and Tableau. Knowledge of impact investing is a plus. This position is full-time and requires legal eligibility to work in Canada.