Sr. Analyst, Performance Systems

Job summary

The role involves managing and troubleshooting the P&L system, ensuring data quality, and developing automated reporting solutions. You will collaborate with cross-functional teams to support investment reporting, data governance, and system optimizations.

Job details

Why you’ll love working here: high-performance, people-focused culture our commitment that equity, diversity, and inclusion are fundamental to our work environment and business success, which helps employees feel valued and empowered to be their authentic selves learning and development initiatives, including workshops, Speaker Series events and access to LinkedIn Learning, that support employees’ career growth membership in HOOPP’s world class defined benefit pension plan, which can serve as an important part of your retirement security competitive, 100% company-paid extended health and dental benefits for permanent employees, including coverage supporting our team's diversity and mental health (e.g., gender affirmation, fertility and drug treatment, psychological support benefits of $2,500 per year, parental leave top-up, and a health spending account). optional post-retirement health and dental benefits subsidized at 50% yoga classes, meditation workshops, nutritional consultations, and wellness seminars the opportunity to make a difference and help take care of those who care for us, by providing a financially secure retirement for Ontario healthcare workers Job Summary Reporting to the Sr. Manager, Performance Systems, this position is responsible for assisting in the operation of HOOPP’s P&L system (Ortec Pearl), associated data flows and warehousing, and solutioning for automated and ad-hoc investment reporting. This role will require a detailed understanding of HOOPP’s investment products & strategies, trade flow and data lifecycle processes as well as underlying systems, data structures and IT architecture. The ability to configure and reconcile production systems, navigate data warehouses, and code reporting / automations will be critical. While the focus of this role is on the Performance System and associated processes, it will also have broader responsibilities related to the larger Investment Reporting & Analytics group. The individual will have considerable interaction with various departments within HOOPP’s IT, Front, Middle, and Back Offices and will be assisting on cross-functional projects and solutioning (investment compliance reporting, automations, data analysis, modeling, validation, and QA). What you will do: Monitor and confirm P&L system jobs have executed successfully, along with associated up-stream and down-stream processes (Daily, Monthly, Ad-hoc); troubleshoot and re-execute as required Analyze and confirm Performance data quality is as expected in production for official release to organization through Enterprise Data Platform Assist in the configuration, maintenance, troubleshooting, and testing of P&L system across multiple environments. Recommend optimizations and platform integrity improvements. Build and maintain cross-functional reports and automation solutions using a range of reporting tools and technologies like Qlik, Python, Snowflake, Excel, Power BI, SAP Hana. Develop a deep understanding of the Portfolio and Deal Structures within HOOPP including all the securities that make up those strategies Contribute to the decisions related to HOOPP’s Data Architecture as it relates to - Investment Reporting, Data Governance & Valuations Analyze, monitor and confirm the methodologies and the accuracy of the calculations impacting reports developed and/or supported by the team Design and implement automated solutions used for data quality monitoring, evaluation, and exception-based handling, and otherwise manage risk associated with data quality and governance Coordinate with other teams the completion of various projects, capture and document requirements, communicate them effectively and precisely to implementation teams (IT, IDM), advise on preferred solutions, and ultimately validate and accept related deliverables. Communicate effectively and work closely with internal clients to make sure their requirements are met, and delivered solutions validated and accepted As a self-starter, continuously looking for outside-of-the-box process improvements and new, value-add initiatives for the Business Intelligence, Performance Systems and Analytics group Interface various internal systems, to analyze data transformation and flows within said systems. Analyze the use of data and make recommendations to improve data flow and data transformation. Collaborate with IT teams to help deliver robust, well-designed automated solutions while mitigating implementation risks. Learn and keep current in the understanding of the key processes supported by or having an impact on the team. What you will bring: Undergraduate degree in technical or related fields (e.g. Finance, IT, Mathematics, Information Systems). Post graduate degree would be an asset. 3+ years in a business-focused technical role within the Investment industry with working knowledge of diverse asset classes (Fixed Income, Equities, Derivatives and Alternatives) Experience configuring and maintaining middle office systems, including expert proficiency with SQL, spreadsheets, and database applications (e.g. Snowflake, Oracle, SAP Hana). Working knowledge of Python and/or some other general-purpose programming language would be an asset Experience developing reports using a range of Business Intelligence Tools (e.g. Qlik, Power BI) including the design, development, and maintenance of any underlying data models. Keen eye for detail and accuracy Basic knowledge of SaaS concepts SDLC, and DevOps processes. Proven ability to perform requirement analysis, author documentation, communicate with stakeholders, and drive UAT execution including SQL based data reconciliation and verifying system logic. Professional designations would be an asset e.g. CFA, FRM, CPA A commitment to demonstrating HOOPP values Diligent with strong troubleshooting and problem-solving skills Ability to think conceptually, creatively, always looking for new ways of doing work. Lead initiatives to develop and implement improvements. Able to work independently with minimal direction as well as part of a team Works well under pressure handles concurrent tasks, and meets prescribed deadlines The expected annual base salary range for this role is: $103,000 - $153,000 CAD The actual base salary offered to the successful candidate may vary based on multiple factors including, but not limited to, individual's expertise and level of experience applicable to the role they are being offered. This role is eligible to participate in discretionary incentive plan(s), subject to the terms and conditions of the applicable incentive plan text. This job is for an existing vacancy. HOOPP may use artificial intelligence tools to assist in screening, assessing and selecting applicants for this position. These tools support our recruitment process but do not replace human judgment and decision-making.

What you’ll do

The role involves managing and troubleshooting the P&L system, ensuring data quality, and developing automated reporting solutions. You will collaborate with cross-functional teams to support investment reporting, data governance, and system optimizations.

Requirements

Candidates must have an undergraduate degree in a technical or finance-related field and at least 3 years of experience in the investment industry. Proficiency in SQL, BI tools, and knowledge of diverse asset classes are essential for this position.

Benefits

• Defined benefit pension plan • Extended health benefits • Dental benefits • Psychological support • Parental leave top-up • Health spending account • Yoga classes • Meditation workshops • Nutritional consultations • Wellness seminars • Post-retirement health and dental benefits

Listed skills

• Power BI · Preferred
• SQL · Preferred
• Financial Reporting · Preferred
• Data analysis · Preferred
• Troubleshooting · Preferred
• Python · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• SQL
• Python
• Qlik
• Power BI
• Snowflake
• SAP Hana
• Data analysis
• Financial reporting
• Investment strategy
• Data warehousing
• Troubleshooting
• Requirement analysis
• UAT execution
• Data reconciliation
• Performance systems
• Investment compliance
• Compliance Reporting
• Business Success
• Self-Starter
• Middle Office
• Stakeholder Communications
• Profit And Loss (P&L) Management
• Deal Structuring
• Snowflake (Data Warehouse)
• Microsoft Excel
• Acceptance Testing
• Artificial Intelligence
• Data Analysis
• Asset Classes
• Automation
• Reconciliation
• Mental Health
• Business Intelligence
• Business Intelligence Tools
• Investments
• Spreadsheets
• Certified Public Accountant
• Chartered Financial Analyst
• Decision Making
• Software As A Service (SaaS)
• Communication
• Information Systems
• Data Architecture
• Dataflow
• Data Governance
• Data Transformation
• Data Modeling
• Data Quality
• Data Structures
• Data Warehousing

Job areas

• Finance & Accounting
• Data & Analytics
• Technology
• Software
• Systems Performance Analyst
• Systems Analyst
• Systems Analysts
• Computer Systems Analysts