Performance Analyst

B. Riley Farber; Toronto; On-site; CAD 60,000 - 100,000; Full time

Job summary

An asset management firm in Toronto is seeking a Performance Analyst to enhance portfolio performance analysis and reporting. This role is perfect for someone eager to leverage their analytical skills in a collaborative environment. You will conduct performance calculations, develop insightful reports, and ensure compliance with industry standards. The firm values growth and innovation, offering a culture that encourages professional development. Join a dedicated team focused on delivering excellence in portfolio management and making a significant impact on investment strategies.

Qualifications

• 4-6 years in performance analysis or investment management.
• Bachelor’s degree in Finance, Economics, or Business.

Responsibilities

• Conduct detailed performance calculations for investment portfolios.
• Develop and deliver comprehensive performance reports for stakeholders.
• Oversee and maintain performance databases for data accuracy.

Skills

Analytical Skills

Performance Measurement Tools

SQL

Attention to Detail

Collaboration

Education

Bachelor’s Degree in Finance

CFA Designation (preferred)

Tools

Morningstar

FactSet

Job description

Our client, an asset management firm headquartered in Toronto, with additional offices internationally, is known for its comprehensive approach to wealth management and investment solutions. They are seeking a Performance Analyst to play a crucial role in ensuring accurate portfolio performance analysis and reporting. This position offers an opportunity to contribute directly to the firm’s strategic objectives by delivering data-driven insights, maintaining high standards of data integrity, and collaborating with a talented team of investment professionals.

This role is ideal for a performance analytics professional looking to expand their career within an engaged, forward-thinking asset management firm. The successful candidate will join a team dedicated to delivering excellence in portfolio management and client service, benefiting from a collaborative culture that emphasizes growth, innovation, and professional development.

Key Responsibilities:

• Performance Measurement: Conduct detailed performance calculations for investment portfolios, including attribution analysis and benchmarking against indices.
• Reporting: Develop and deliver comprehensive performance reports for internal stakeholders and clients, highlighting performance trends and key drivers.
• Data Management: Oversee and maintain performance databases and measurement systems to ensure data accuracy and reliability.
• Compliance: Ensure performance reporting aligns with industry standards, regulatory requirements, and GIPS compliance.
• Collaboration: Partner with portfolio managers, analysts, and other team members to provide actionable insights supporting investment strategies.

Qualifications:

• Education: Bachelor’s degree in Finance, Economics, Business, or related fields. Progress toward or completion of the CFA designation is preferred.
• Experience: 4-6 years in performance analysis, investment management, or related areas.
• Skills:
  • Strong analytical and quantitative capabilities.
  • Proficiency with performance measurement tools and software (e.g., Morningstar, FactSet).
  • Experience with database management, particularly SQL.
  • High attention to detail and accuracy in data handling.
  • Ability to work independently while thriving in a collaborative team environment.
  • Knowledge of regulatory requirements and industry standards, including GIPS reporting is an asset.

If you are passionate about using data to drive investment success and are ready to make an impact in a global firm, we encourage you to apply.