Analyst, Analytics & Operations

CI Financial•Toronto, ON

9d•Onsite

About The Position

At CI, a great place to work is one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so. The Analyst, Analytics & Operations will be part of a team of analysts responsible for the Institutional client reporting, performance measurement, and monitoring of investment funds managed by CI Global Asset Management. The successful candidate will be responsible for preparing and maintaining daily, monthly and quarterly reports, portfolio return calculations, and using a variety of performance and attribution engines. The foremost responsibility of this position is to provide accurate, relevant, and timely institutional client reports. CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, they have consistently anticipated and responded to the changing needs of investors, driven by a commitment to provide individuals and institutions with the highest-quality investments and advice. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.

Requirements

Undergraduate degree in finance, economics, business administration, or applied mathematics with a strong appetite for quantitative analysis
Knowledge in investment performance measurement methodologies such as Time-Weighted and Money-Weighted rate of return, attribution, and contribution.
Advanced skills in MS Office applications (i.e. Excel, Access)
Experience with Triple A, eCiss, FactSet, Bloomberg
Ability to use critical thinking skills to tackle challenging problems in an innovative way.
Strong attention to detail and a high degree of accuracy while meeting deadlines and working under pressure.

Nice To Haves

Knowledge of Excel VBA, SQL, Python, Database will be considered an asset
Progress towards or completion of CFA, CIPM and FRM is an asset.

Responsibilities

Work independently and with senior staff to ensure timely and accurate client reports delivery across all lines of business.
Oversee irregular performance calculation and maintenance and identify opportunities to improve internal processes.
Identify, investigate, and resolve data discrepancies while adhering to Service Level Agreements and internal service delivery standards.
Automate and streamline existing processes within Institutional Analytics team.
Assist with workloads and problem resolution within the team as necessary.
Ensure client deliverables are met while maintaining proper documentation with adherence to risk standards.
Organize and execute plan to remediate issues.
Ability to interpret large amounts of data and translate the data into concise, easily understood speaking points to senior staff members.
Participate in UAT testing for system upgrades or enhancements.
Escalate issues where necessary to ensure a high level of service is maintained.