Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

Join one of Canada’s top performing asset managers as an Analyst or Senior Analyst on the Performance and Attribution Solutions Team (PAS). This role focuses on delivering post-trade analytics, enhancing investment processes through value-add analytics, and collaborating with stakeholders across the organization, including Portfolio Managers. We value an entrepreneurial spirit, a stakeholder-centric approach, and a solution-oriented mindset for individuals who thrive in a dynamic environment.

Responsibilities

Perform investment performance calculations, attribution analysis, analytics, and portfolio risk reporting across public and private asset classes.
Support sales and marketing requests, providing data for RFPs and DDQs.
Research, propose, and maintain performance measurement and attribution methodologies for existing and new products.
Develop and manage relationships with internal and external stakeholders.
Provide analytical problem-solving and troubleshooting.
Identify process improvements and leverage best practices across the team.
Understand new products and ensure proper reporting is in place.

Requirements

Approach problems with a curious and critical mindset.
Possess excellent verbal and written communication skills, with the ability to express ideas, explain analytics/methodologies, and lead solution-oriented discussions.
Demonstrate a collaborative spirit and effective communication.
Have a passion for advancing the quality, scale, and efficiency of data processes.
Ability to take ownership of multiple processes with keen attention to detail.
Consistently apply a critical eye to processes to identify improvement opportunities.
Ability to manage multiple projects.
Possess an analytical mindset and the ability to detect patterns to solve problems.
Ability to quickly learn new systems and tools.
Advanced computer skills, with an emphasis on MS Excel and Power BI.
Desire to learn basic database query languages.

Skills

MS Excel
Power BI
Investment analytics
Performance measurement
Data analysis
Problem-solving
Communication
Stakeholder management

Location

Toronto

Work Type

Hybrid

Experience Level

1 to 5+ years’ experience in the investment management industry or comparable.
Analyst
Senior Analyst

Education Level

Undergraduate degree in business, mathematics or a related field.
Enrolled (or considering enrollment) in the CFA or CIPM program.

Salary/Compensations

$75,000-$110,000
Completion bonus

About the Company

CC&L Financial Group is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer.

Equal Opportunity

All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.