Performance Data Specialist, Operations

CI Financial; Toronto; Hybrid; CAD 70,000 - 90,000; Full time

Job summary

Join CI Financial as a Performance Specialist in Toronto, responsible for analyzing and reporting client investment performance. This role involves validating calculations, preparing reports, and continuously improving processes in a supportive environment. Ideal for those with a strong finance background and analytical skills, it offers competitive benefits and opportunities for growth.

Benefits

Training Reimbursement

Paid Professional Designations

Employee Savings Plan (ESP)

Corporate Discount Program

Enhanced group benefits

Parental Leave Top–up program

Paid time off for Volunteering

Qualifications

• 3+ years of experience in performance measurement or investment analysis.
• Strong understanding of investment performance methodologies and attribution analysis.
• Familiarity with data analysis tools.

Responsibilities

• Validate portfolio performance calculations and ensure compliance with industry standards.
• Prepare and distribute performance reports for clients and advisors.
• Collaborate with teams to enhance performance measurement processes.

Skills

Analytical skills

Attention to detail

Communication skills

Excel skills

Education

Bachelor’s degree in Finance, Economics, Mathematics

Tools

FactSet

Morningstar

Bloomberg

Job description

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At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.

Job Overview

The Performance Specialist is responsible for supporting the calculation, analysis, and reporting of investment performance for clients across the CI Wealth lines of business. This role ensures accurate and timely performance data, provides insights to support client reporting, and collaborates with internal teams to enhance performance measurement processes.

What You Will Do:

• Performance Calculation:
• Validate reasonability of portfolio performance calculations, including time-weighted and money-weighted returns, attribution analysis, and risk-adjusted measures.
• Validate data inputs and outputs to ensure accuracy and compliance with industry standards.
• Reconcile performance results with custodians, third-party providers, and internal systems.
• Reporting & Analysis:
• Prepare and distribute performance reports for clients, advisors, and management, ensuring clarity and alignment with organizational objectives.
• Conduct detailed performance attribution and contribution analysis to identify drivers of portfolio performance.
• Support ad-hoc analysis requests to provide insights for client reviews, business development, or regulatory reporting.
• Process Improvement:
• Collaborate with Technology and other Operations teams to enhance performance calculation methodologies and streamline workflows.
• Identify and implement automation opportunities to improve efficiency and reduce errors.
• Provide recommendations for updates to performance databases, ensuring data integrity and consistency.
• Compliance & Standards: Ensure performance calculations and reporting adhere to regulatory requirements and internal policies.
• Stakeholder Collaboration:
• Work closely with portfolio managers, advisors, Client Experience teams, Technology, and other Shared Services teams to address performance-related inquiries.

What You Will Bring:

• Bachelor’s degree in Finance, Economics, Mathematics, or a related field.
• 3+ years of experience in performance measurement, investment analysis, or a similar role within wealth management or financial services.
• Strong understanding of investment performance methodologies, attribution analysis, and risk metrics.
• Advanced Excel skills (pivot tables, VLOOKUP, macros, etc.) and familiarity with data analysis tools.
• Experience with performance reporting tools (e.g., FactSet, Morningstar, Bloomberg, or similar) is an asset.
• Excellent analytical skills with a keen attention to detail and accuracy.
• Excellent communication skills to present complex data clearly to diverse audiences.
• Ability to work independently and collaboratively.
• Ability to prioritize tasks and manage deadlines in a high-volume, fast-paced environment.

Working Conditions:

• Work Environment: Office setting or hybrid (if applicable).
• Hours: Standard business hours, with flexibility as needed.
• Travel: Minimal, based on business needs.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an in-office environment, competitive benefits, and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Top–up program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at [e-mail], or call 416-364-1145 ext. 4747.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative, General Business, and Finance

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