Senior Analyst, Investments
About The Position
The Investment team manages approximately $10 billion in assets across a diverse set of mandates. The Senior Investment Analyst role will play a critical part in supporting portfolio managers through robust performance measurement, analytics, and model development. In this role, you will report to the Chief Investment Officer and lead the Investment Analytics team overseeing timely and accurate performance reporting, including daily analytics on portfolio returns, positioning, and risk exposures. You will assume responsibility for daily performance attribution calculations relative to benchmarks, conduct scenario and sensitivity analysis, and ensure ongoing monitoring. The role also involves building and enhancing analytical models that improve insights and support more effective investment decision-making and risk management for portfolio managers.
Requirements
- Undergraduate degree in Business, Computer Science, or a related discipline.
- 7-10 Years progressive experience in related roles
- Experience at a financial institution is considered an asset.
- CFA designation
- Strong programming skills, with Python preferred.
- Proficiency with financial information systems and data platforms, such as Bloomberg.
- Solid understanding with equity, fixed-income markets, and derivative instruments.
- Firm grasp of accounting treatments for equity, bond, and derivative portfolios.
- Demonstrates independent thinking, analytical rigor, and the ability to create solutions from first principles.
- Strong aptitude to work collaboratively within a team, displaying leadership and maintaining strong working relationships with peers.
- Willingness to work outside standard business operating hours on a rotational basis to ensure continuity of reporting functions.
Responsibilities
- Lead daily reporting tasks with accuracy, consistency, and timeliness
- Develop and enhance analytical reports to support portfolio monitoring and performance assessment
- Collaborate with portfolio managers and other team members to build reporting solutions for new asset classes, derivative instruments, and emerging analytic requirements
- Oversee back-office operational tasks supporting trade processing, reconciliation, and data integrity
- Develop tools to enhance portfolio decision making
Benefits
- Hybrid work schedule for most roles
- Company share ownership program
- Incentive Program - Eligible employees may participate in various incentive plans which are paid out at the discretion of the company and subject to individual and company performance.
- Pension and savings programs, with company-matched RRSP contributions
- Paid volunteer days and company matching on charitable donations
- Educational resources, tuition assistance, and paid time off to study for exams
- Focus on inclusion with employee groups, support for gender affirmation surgery, access to BIPOC counsellors, access to programs for working parents
- Wellness and recognition programs
- Discounts on products and services
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What This Job Offers
Job Type
Full-time
Career Level
Senior
