Analyst, Performance & Attribution Solutions
About The Position
Connor, Clark & Lunn Financial Group (“CC&L FG”) is seeking an Analyst or Senior Analyst to join our Performance and Attribution Solutions Team (PAS). Our team focuses on delivering post-trade analytics to stakeholders and collaborating with affiliates to enhance their investment processes through value-add analytics. We are a team of professionals who engage with all levels of the organization, including direct interactions with our Portfolio Managers. We place high value on maintaining an entrepreneurial spirit and creating a culture where each of us has opportunities to succeed. We are a stakeholder-centric and solution orientated team seeking likeminded individuals who thrive in a challenging and dynamic environment.
Requirements
- Approach problems with a curious and critical mindset
- Excellent Communicator, both verbal and written. Ability to express ideas, explain analytics/ methodologies and lead solution-oriented discussions with a wide range of audiences.
- You have a collaborative spirit that helps you to work well with others and you communicate effectively.
- The ideal candidate has a passion for advancing the quality, scale and efficiency of data processes and is able to take ownership of multiple processes with keen attention to detail
- You constantly take a critical eye to processes with the goal of finding improvement opportunities and bring an ability to manage multiple projects.
- You possess an analytical mindset and can detect patterns to solve problems.
- You are able to pick up new Systems and tools quickly. You have advanced computer skills with an emphasis on MS Excel, Power Bi and have a desire to learn basic database query languages.
- You have an Undergraduate degree in business, mathematics or a related field.
- You are also enrolled (or considering enrollment) in the CFA or CIPM program.
- 1 to 5+ years’ experience in the investment management industry or comparable.
- Any direct experience with Investment analytics or performance measurement would be considered an asset.
Responsibilities
- Investment performance calculations, attribution analysis, analytics and portfolio risk reporting across public / private asset classes.
- Support sales and marketing requests and provide data for RFPs and DDQs
- Research, propose, and maintain performance measurement and attribution methodologies for existing and new products.
- Develop and manage relationships with both internal and external stakeholders.
- Provide analytical problem solving and troubleshooting.
- Identify process improvements and leverage best practices across the team.
- Understand new products and ensure proper reporting is in place.
Benefits
- annual performance bonus
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
