Sr. Analyst, Investment Performance & Analytics
Top Benefits
About the role
Job Description:
The Investment Performance, Analytics and Reporting (IPAR) team provides independent, insightful, accurate and timely investment performance, analytics, and attribution analysis for our client's clients and Total AIMCo AUM, including all investment portfolios and individual strategies. The IPAR team is closely integrated with their internal clients and client management team to better understand investment strategies and provide our internal and external clients with insights and understanding, bringing them closer to their investment performance goals.
As a Senior Analyst on our cient's IPAR team, you are responsible for all aspects of client care and relationship building with our internal investment teams. This involves quickly becoming an expert in performance, attribution, ad-hoc analytic requests and discrepancy investigations all while displaying your excellent interpersonal skills.
Responsibilities Include:
- Support analysts in monitoring, reporting, analyzing and advising on the performance of the investment portfolios, strategies, covering public, illiquid asset classes as well as clients.
- Assist in producing performance and attribution results to the Investment Management, Executive and other divisions of AIMCo to facilitate decision making, reporting, compensation and analytics
- Participate in special projects, researching industry practices and developing new performance, attribution and analytics capabilities
- Continually upgrading knowledge of performance and attribution methodologies, systems to improve productivity, increase the value of performance, attribution reporting
- Build and maintain strong relationships with internal clients
- Review and approve daily and monthly performance and attribution reports prepared by the team. This includes reviewing analyst work, investigating performance and attribution issues and being accountable for the resolution issues,
- Monitor the implementation of approved changes to performance measurement systems and methodologies
- Support analysts who are responsible for rotational deliverables on daily, monthly, quarter end tasks related to performance measurement, attribution, and project work
Requirements:
- Experience with performance measurement & analytics in both public and private asset classes plus derivative instruments would be an asset
- Working knowledge and experience in investment performance measurement, performance attribution methodologies, and global investment performance standards (GIPS) are strongly desirable
- Advanced understanding of the asset management industry, investment management process across a broad range of asset classes and strategies, including experience with complex investment instruments would be an asset
- Demonstrated knowledge and experience with valuation methodologies, accounting treatments would be an asset
- Demonstrated strong analytical, critical thinking, problem-solving, and facilitation skills as well as the ability to establish effective working relationships
- Good oral and written communication skills are essential
- Knowledge of Simcorp and Sylvan would be an asset
- Knowledge with different performance and/or risk analytics systems would be an asset
- Ability to translate investment data information into meaning commentary is desirable.
- Demonstrates a strong commitment to AIMCo’s core values of excellence, transparency, humility, integrity and collaboration, and inspires the same in others
Affinity Earn:
Know someone who’s great for this, or any of our open roles? Earn up to $4,000/year for each successful referral through Affinity Earn. You can also earn up to $50,000 for helping us find new clients. Learn about our referral program at https://affinity-group.ca/earn/ or browse our jobs & follow us at https://www.linkedin.com/company/affinity-staffing/jobs/
About Affinity:
Affinity Group is a technology and business consulting and services company. We believe in creating long term relationships between clients and consultants that foster a mutually beneficial partnership. Affinity is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit and business need.
For more information on Affinity, please visit www.affinity-group.ca
Job Number: 12396
About Affinity
Welcome to Affinity Group — your trusted partner in business and technology consulting. As a carbon-neutral company certified by ClimatePartner and recognized by the Globe and Mail as one of Canada's fastest-growing companies, we are dedicated to delivering an unrivalled experience for our employees, consultants, and clients.
Professional Excellence Across Disciplines:
- Cyber Security Solutions: Protecting your operations with cutting-edge security measures.
- Data Analytics and Business Intelligence: Transforming data into strategic insights.
- Digital Transformation: Pioneering digital innovations to future-proof your business.
- Enterprise Applications: Streamlining business processes through advanced software solutions.
- Project Management: Delivering projects with precision and efficiency.
- Technology Strategy & Architecture: Crafting robust IT frameworks to support scalable growth.
Delivering Tailored Solutions: We provide flexible, bespoke solutions designed to meet the specific demands of your business, driving your success forward with precision and innovation.
Global Reach with Affinity International: Expand your capabilities with our international talent solutions. Discover how we bring global expertise to your local and international projects at affinity-group.ca/international-companies.
Empowering Our Consultants: We are committed to facilitating professional growth and success. Explore a wide array of job opportunities through our referral program, AffinityEARN. Find your next challenge on our jobs page at affinity-group.ca/jobs or LinkedIn.
Ready to Enhance Your Business? Contact us today to discuss how we can support your goals. Email us at Sales@affinity-group.ca for inquiries and solutions tailored to your needs.
Join the innovative and supportive environment at Affinity Group, where we transform challenges into opportunities and individual potential into achievements. Discover more about how we can collaborate on our website below!
Sr. Analyst, Investment Performance & Analytics
Top Benefits
About the role
Job Description:
The Investment Performance, Analytics and Reporting (IPAR) team provides independent, insightful, accurate and timely investment performance, analytics, and attribution analysis for our client's clients and Total AIMCo AUM, including all investment portfolios and individual strategies. The IPAR team is closely integrated with their internal clients and client management team to better understand investment strategies and provide our internal and external clients with insights and understanding, bringing them closer to their investment performance goals.
As a Senior Analyst on our cient's IPAR team, you are responsible for all aspects of client care and relationship building with our internal investment teams. This involves quickly becoming an expert in performance, attribution, ad-hoc analytic requests and discrepancy investigations all while displaying your excellent interpersonal skills.
Responsibilities Include:
- Support analysts in monitoring, reporting, analyzing and advising on the performance of the investment portfolios, strategies, covering public, illiquid asset classes as well as clients.
- Assist in producing performance and attribution results to the Investment Management, Executive and other divisions of AIMCo to facilitate decision making, reporting, compensation and analytics
- Participate in special projects, researching industry practices and developing new performance, attribution and analytics capabilities
- Continually upgrading knowledge of performance and attribution methodologies, systems to improve productivity, increase the value of performance, attribution reporting
- Build and maintain strong relationships with internal clients
- Review and approve daily and monthly performance and attribution reports prepared by the team. This includes reviewing analyst work, investigating performance and attribution issues and being accountable for the resolution issues,
- Monitor the implementation of approved changes to performance measurement systems and methodologies
- Support analysts who are responsible for rotational deliverables on daily, monthly, quarter end tasks related to performance measurement, attribution, and project work
Requirements:
- Experience with performance measurement & analytics in both public and private asset classes plus derivative instruments would be an asset
- Working knowledge and experience in investment performance measurement, performance attribution methodologies, and global investment performance standards (GIPS) are strongly desirable
- Advanced understanding of the asset management industry, investment management process across a broad range of asset classes and strategies, including experience with complex investment instruments would be an asset
- Demonstrated knowledge and experience with valuation methodologies, accounting treatments would be an asset
- Demonstrated strong analytical, critical thinking, problem-solving, and facilitation skills as well as the ability to establish effective working relationships
- Good oral and written communication skills are essential
- Knowledge of Simcorp and Sylvan would be an asset
- Knowledge with different performance and/or risk analytics systems would be an asset
- Ability to translate investment data information into meaning commentary is desirable.
- Demonstrates a strong commitment to AIMCo’s core values of excellence, transparency, humility, integrity and collaboration, and inspires the same in others
Affinity Earn:
Know someone who’s great for this, or any of our open roles? Earn up to $4,000/year for each successful referral through Affinity Earn. You can also earn up to $50,000 for helping us find new clients. Learn about our referral program at https://affinity-group.ca/earn/ or browse our jobs & follow us at https://www.linkedin.com/company/affinity-staffing/jobs/
About Affinity:
Affinity Group is a technology and business consulting and services company. We believe in creating long term relationships between clients and consultants that foster a mutually beneficial partnership. Affinity is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All employment is decided on the basis of qualifications, merit and business need.
For more information on Affinity, please visit www.affinity-group.ca
Job Number: 12396
About Affinity
Welcome to Affinity Group — your trusted partner in business and technology consulting. As a carbon-neutral company certified by ClimatePartner and recognized by the Globe and Mail as one of Canada's fastest-growing companies, we are dedicated to delivering an unrivalled experience for our employees, consultants, and clients.
Professional Excellence Across Disciplines:
- Cyber Security Solutions: Protecting your operations with cutting-edge security measures.
- Data Analytics and Business Intelligence: Transforming data into strategic insights.
- Digital Transformation: Pioneering digital innovations to future-proof your business.
- Enterprise Applications: Streamlining business processes through advanced software solutions.
- Project Management: Delivering projects with precision and efficiency.
- Technology Strategy & Architecture: Crafting robust IT frameworks to support scalable growth.
Delivering Tailored Solutions: We provide flexible, bespoke solutions designed to meet the specific demands of your business, driving your success forward with precision and innovation.
Global Reach with Affinity International: Expand your capabilities with our international talent solutions. Discover how we bring global expertise to your local and international projects at affinity-group.ca/international-companies.
Empowering Our Consultants: We are committed to facilitating professional growth and success. Explore a wide array of job opportunities through our referral program, AffinityEARN. Find your next challenge on our jobs page at affinity-group.ca/jobs or LinkedIn.
Ready to Enhance Your Business? Contact us today to discuss how we can support your goals. Email us at Sales@affinity-group.ca for inquiries and solutions tailored to your needs.
Join the innovative and supportive environment at Affinity Group, where we transform challenges into opportunities and individual potential into achievements. Discover more about how we can collaborate on our website below!