Performance Analyst

RBC; Mississauga; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading bank is seeking a Performance Analyst to deliver accurate performance reports for institutional clients. This role involves data reconciliation and problem-solving with a focus on client service and analytical accuracy. Join a supportive team and benefit from excellent career development opportunities.

Benefits

Comprehensive Total Rewards Program

Competitive compensation

Career development opportunities

Qualifications

• 3+ years in financial industry required.
• 2+ years financial reporting/accounting custody experience.
• Enrolled to challenge CFA level 1 minimum.

Responsibilities

• Complete performance and analytics reporting for assigned clients.
• Reconcile portfolio data and resolve discrepancies.
• Investigate and solve issues with rates of return.

Skills

Active Learning

Adaptability

Critical Thinking

Customer Service

Decision Making

Operational Delivery

Education

University degree in Finance or Business

Tools

Excel VBA

Job description

Job Summary

Job Description

What is the opportunity?

In this role, you will be responsible for providing timely and accurate performance and analytics reports to an assigned book of institutional clients. In this role, the analyst will regularly perform portfolio reconciliation and analysis as well as rates of return verification

What will you do?

• Complete performance and analytics reporting for an assigned client base of pension plans and asset manager products.
• Reconcile portfolio data and communicate with money managers, clients and custody groups to resolve any portfolio discrepancies.
• Escalate, investigate and document discrepancies such as unexplained market value shifts, corporate actions issues and incorrect data fields.
• Manage workload to ensure timeliness of collection and processing of data and delivery of reports.
• Investigate and solve issues regarding the calculated rates of return.
• Action ad-hoc research/reports and special assignments as requested to support clients.
• Support the Investment Compliance team with their daily, monthly, and quarterly reporting

What do you need to succeed?

Must-have

• 3+ years of experience in financial industry
• 2+ years financial reporting/accounting custody experience
• Strong team player and collaboration skills
• Proven organizational and time management skills
• Excellent communication
• Enrolled to challenge CFA level 1 at a minimum

Nice-to-have

• Successful completion of CIPM / CFA level 1
• University degree in Finance or Business
• Excel VBA knowledge

What’s in it for you?

We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.

• Excellent exposureto communicate with various business partners and stakeholders in Investor Services and within other platforms as appropriate
• Opportunity to obtain hands-on experience throughout your role
• Working with an exciting, close-knit, supportive & dynamic group
• Opportunity to collaborate with other business segments within the bank
• Excellent career development and progression opportunities
• A comprehensive Total Rewards Program including bonuses and flexible benefits
• Competitive compensation

Job Skills

Active Learning, Adaptability, Business Appraisals, Critical Thinking, Customer Service, Decision Making, Effectiveness Measurement, Operational Delivery, Process Improvements

Additional Job Details

Address:

MEADOWVALE BUSINESS PARK, 6880 FINANCIAL DR:MISSISSAUGA

City:

MISSISSAUGA

Country:

Canada

Work hours/week:

37.5

Employment Type:

Full time

Platform:

WEALTH MANAGEMENT

Job Type:

Regular

Pay Type:

Salaried

Posted Date:

2025-06-16

Application Deadline:

2025-06-25

Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above

Inclusion and Equal Opportunity Employment

At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.

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