Analyst, Global Performance Measurement

Job summary

The analyst will calculate and validate investment performance results for global mandates and funds in adherence to GIPS standards. They will also ensure data quality through rigorous controls and contribute to the continuous improvement of performance reporting workflows.

Job details

The analyst will calculate and validate investment performance results for global mandates and funds in adherence to GIPS standards. They will also ensure data quality through rigorous controls and contribute to the continuous improvement of performance reporting workflows. Candidates must hold a bachelor's degree in finance, statistics, or a related field and possess at least one year of relevant financial services experience. Proficiency in SQL and Microsoft Excel is required, along with strong attention to detail and excellent communication skills.

What you’ll do

The analyst will calculate and validate investment performance results for global mandates and funds in adherence to GIPS standards. They will also ensure data quality through rigorous controls and contribute to the continuous improvement of performance reporting workflows.

Requirements

Candidates must hold a bachelor's degree in finance, statistics, or a related field and possess at least one year of relevant financial services experience. Proficiency in SQL and Microsoft Excel is required, along with strong attention to detail and excellent communication skills.

Benefits

• Wellness account
• Learning and development support
• Employee share purchase plan
• Performance-based rewards
• Telemedicine access
• Summer schedule program

Listed skills

• SQL · Preferred
• Problem solving · Preferred
• Financial Reporting · Preferred
• Attention to detail · Preferred
• Data Validation · Preferred
• Microsoft Excel · Preferred
• Risk Management · Preferred
• Communication Skills · Preferred
• Financial analysis · Preferred
• data management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Performance measurement
• GIPS compliance
• Data validation
• Financial reporting
• Asset class analysis
• SQL
• Microsoft Excel
• Investment operations
• Portfolio administration
• Data management
• Risk management
• Communication skills
• Attention to detail
• Problem-solving
• Financial analysis

Job areas

• Finance & Accounting
• Data & Analytics
• Management & Leadership
• Administrative

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