Performance Measurement Analyst

Scotia Global Asset Management; Toronto; On-site; CAD 70,000 - 100,000; Full time

Job summary

Scotia Global Asset Management in Toronto seeks a Performance Measurement Analyst to contribute to monthly performance reporting, data validation and tool enhancements. You will work with portfolios across mutual funds, ETFs, private markets and institutional mandates.

The role requires SQL and Power BI experience, attention to detail and the ability to translate data into clear commentary for senior management, with strong collaboration across portfolios and accounting teams.

Qualifications

• Bachelor’s degree in Mathematics, Commerce, Finance, or Economics is an asset.
• Pursuing CFA Level 1 designation; CIPM/FRM is considered an asset.
• 1 year of relevant experience in performance reporting, analytics, or investment operations is preferred.
• Experience in the mutual fund industry is preferred.

Responsibilities

• Calculate and validate performance returns for funds.
• Prepare timely investment commentary and performance reporting.
• Provide return data to institutional sales for marketing purposes.
• Test data accuracy using SQL and data processing tools.
• Collaborate with Portfolio Managers and Accounting to resolve discrepancies.
• Assist in presentation materials for senior management.

Skills

Attention to detail

Data quality

Communication skills

Independent worker

Problem solving

Education

Bachelor’s degree in Mathematics, Commerce, Finance, or Economics

CFA Level 1 candidate

CIPM/FRM asset

Tools

Power BI

SQL

Job description

Requisition ID: 259464

Purpose

The Performance Measurement Analyst contributes to the overall success of Scotia Global Asset Management, ensuring specific individual goals, plans, and initiatives are executed and delivered in support of the team’s business strategies and objectives, ensuring all activities conducted are in compliance with governing regulations, internal policies, and procedures.

Is this role right for you? In this role you will:

• Calculate and validate performance returns for all funds, for eventual use in monthly measurement, monitoring, and performance reporting through enhanced Power BI visuals and other reporting tools
• Participate in the implementation process and roll-out of investment performance measurement tool
• Produce performance reports that include analysis of returns, risk, added value, and portfolio characteristics for internally managed and sub-advised portfolios
• Provide return data and portfolio characteristics information to institutional sales for purposes of marketing to institutional clients
• Prepare timely investment commentary and performance reporting for monthly and quarterly performance measurement reports on mutual funds, ETFs, Private Equity, Private Credit, Private Wealth, and Institutional Clients
• Collect and process investment and accounting data from various sources, ensure accuracy of data, investigate discrepancies, correct, and confirm data
• Liaise with Portfolio Managers and Accounting to resolve any discrepancies in returns
• Investigate and document discrepancies such as unexplained market value changes, corporate actions, or incorrect feeds
• Test to ensure accuracy and completeness of information being used to calculate performance and benchmarks by leveraging systematic approaches such as SQL queries and other data processing systems
• Respond to regular and ad hoc requests and contribute to the development of automated, scalable data manipulation and reporting tools
• Assist in the preparation of presentation materials and performance commentary for various audiences, including senior management

Skills

Do you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have:

• Bachelor’s degree in an analytical discipline such as Mathematics, Commerce, Finance, or Economics is an asset
• Pursuing CFA designation (Level 1 completion)
• CIPM/FRM is considered an asset
• A minimum of 1 year of relevant experience in performance reporting, analytics, or investment operations is preferred
• Previous experience within the mutual fund industry
• Experience using Power BI for reporting and dashboard development is strongly preferred
• Intermediate level proficiency in SQL.
• Excellent attention to detail and a strong commitment to data quality and accuracy
• Strong and proactive problem-solver with an ability to work independently and prioritize tasks with minimal oversight
• Effective communication skills both written and verbal

Interested?

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That is why we work to grow and diversify talent and engage employees in a performance-oriented culture.

What's in it for you?

Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

#SGAM

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.