Director of Investment Performance and Reporting

Director of Investment Performance and Reporting - Performance Measurement, Attribution & Reporting Location: Montreal (hybrid working) A specialist investment management firm is looking to appoint a senior professional to take ownership of its investment performance and reporting capability. This position combines technical performance expertise, investment insight and operational leadership. The successful candidate will be expected to understand the numbers, challenge them where necessary and turn complex portfolio results into clear explanations for internal stakeholders and clients. The role will suit someone who has worked closely with investment teams and can connect portfolio outcomes to market conditions, positioning, stock selection, factor exposure and portfolio construction decisions. The Role Take responsibility for the firm’s performance analysis and reporting activities Review portfolio and benchmark results to ensure outputs are accurate and properly understood Analyse the reasons behind portfolio outperformance and underperformance Build clear explanations of investment results for portfolio teams and client-facing colleagues Develop more effective approaches to attribution, portfolio analysis and recurring reporting Improve the control environment surrounding performance data and reporting Resolve discrepancies across systems, data sources and published outputs Introduce stronger documentation, ownership and escalation processes Work closely with investment, research, operations, data, compliance and client teams Lead and support a small team while remaining directly involved in analysis and delivery What We Are Looking For Substantial experience in investment performance, attribution, portfolio analytics or institutional reporting Strong knowledge of return calculation, benchmarks, contribution analysis, attribution, fees, cash flows and portfolio structures The ability to interpret results from an investment perspective Experience communicating performance insights to portfolio managers, senior stakeholders or clients A track record of improving controls, processes and reporting quality Strong analytical judgement and the ability to identify the underlying cause of data or reporting issues Experience managing or mentoring analysts Confidence working with investment systems, data platforms and reporting tools This is an opportunity to shape a key function within a growing investment business and improve how portfolio results are understood, governed and communicated.

The Director will take ownership of the firm's investment performance and reporting capabilities, ensuring accurate analysis of portfolio results. They will translate complex data into clear explanations for internal stakeholders and clients while leading a small team of analysts.

Candidates need substantial experience in investment performance, attribution, and portfolio analytics within a financial services context. Strong analytical judgment and a proven track record of improving reporting controls and managing analysts are required.

• Data analysisPreferred
• Financial analysisPreferred

Identified from the job description. Confirm important requirements above.

• Investment Performance
• Performance Attribution
• Portfolio Analytics
• Institutional Reporting
• Return Calculation
• Benchmark Analysis
• Contribution Analysis
• Portfolio Construction
• Stakeholder Communication
• Control Environment Improvement
• Data Analysis
• Team Leadership
• Investment Systems
• Reporting Tools
• Financial Analysis
• Operational Leadership

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

Minimum experience

10+ years

Apply by

Sep 23, 2026

Posting language

English

Working hours

40 hours per week

Seniority

Director

Application method

Direct apply is available