JOB DESCRIPTION

Location: Hybrid (Downtown, Toronto)

Duration: 6 months

Our client a leading financial institution in Downtown Toronto is looking for a Performance Analyst, Risk & Investment Analytics to complete performance and analytics reporting for an assigned client base of pension plans and asset manager products. The successful candidate will have the opportunity to work with one of the Top 5 Banks in Canada.

Typical Day in role:

·        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

Must-Have Skills:

·        3+ years of experience in financial industry

·        2+ years financial reporting/accounting custody experience

·        Enrolled to challenge CFA level 1 at a minimum 

Nice-To-Have Skills:

·        Successful completion of CIPM / CFA level 1

·        Excel VBA knowledge

Soft Skills Required:

·        Strong team player and collaboration skills

·        Proven organizational and time management skills

·        Excellent communication 

 

Education:

·        University degree in Finance or Business

Finance professional is committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience. We advocate for you and welcome anyone regardless of race, color, religion, national origin, sex, physical or mental disability, or age.