Analyst, Performance & Attribution Solutions at Connor, Clark & Lunn Financial Group Ltd. | CA | Rezi

Analyst, Performance & Attribution Solutions at Connor, Clark & Lunn Financial Group Ltd.

Analyst, Performance & Attribution Solutions

Connor, Clark & Lunn Financial Group Ltd. · CA

5 days ago

Analyst, Performance & Attribution Solutions

Connor, Clark & Lunn Financial Group Ltd. · CA

5 days ago
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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 skills.
  • 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
  • Database query languages

Location

  • Toronto

Work Type

  • Hybrid

Experience Level

  • 1 to 5+ years’ experience in the investment management industry or comparable.
  • Direct experience with Investment analytics or performance measurement is an asset.

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 contributes to total compensation.

About the Company

  • CC&L Financial Group is committed to creating a diverse and inclusive environment.
  • Explore career building opportunities at cclgroup.com.

Equal Opportunity

  • CC&L Financial Group is proud to be an equal opportunity employer.
  • All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.
  • Committed to providing an inclusive, accessible recruitment and selection process.
  • Welcome and encourage applications from people with disabilities.
  • Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.
  • AI is not used in the screening, assessment or selection of applications.