détails d'emploi
Our client, a leading financial institution, is seeking a highly motivated Investment Analyst – Performance & Analytics to join their Investment Analytics team. This group is responsible for delivering accurate, timely, and insightful performance and analytics reports to institutional clients, including pension plans and asset managers.
...
This is a great opportunity for a finance professional looking to further their career in performance measurement, portfolio analytics, and compliance support within a collaborative and fast-paced environment.
Advantages
●Join a respected organization with strong infrastructure and industry reputation.
●Work alongside a high-performing team of Investment Analysts, Compliance Analysts, and Data Acquisition Analysts.
●Hybrid work model with a transition to 4 days onsite – ideal for professionals who value both in-person collaboration and work-life balance.
●Exposure to a wide range of institutional client portfolios and products.
●Opportunity to support regulatory compliance functions and special projects
Responsibilities
●Deliver comprehensive performance and analytics reports for an assigned book of pension plan and asset manager clients.
●Reconcile portfolio data and liaise with clients, custodians, and money managers to resolve discrepancies.
●Investigate anomalies such as unexplained market value shifts, corporate actions issues, and incorrect data fields.
●Analyze and resolve issues related to calculated rates of return.
●Manage workload to ensure timely data collection, processing, and reporting.
●Complete ad-hoc research requests and contribute to special assignments.
●Support the Investment Compliance team with daily, monthly, and quarterly reporting responsibilities.
Qualifications
Must-Haves:
●Minimum 3 years of experience in the financial services industry.
●At least 2 years of experience in financial reporting, accounting, or custody operations.
●Currently enrolled to challenge CFA Level 1 (or beyond).
Nice-to-Haves:
●CFA Level 1 completed and/or CIPM designation.
●Bachelor’s degree in Finance or Business.
●Proficiency in Microsoft Excel (including troubleshooting and return calculations).
●Familiarity with Excel VBA is an asset.
●Previous experience with proprietary or in-house performance reporting systems.
Soft Skills:
●Strong team player with excellent collaboration and communication abilities.
●Proven time management and organizational skills.
●High attention to detail and analytical problem-solving skills.
Summary
This is an exciting opportunity for a performance-focused finance professional to contribute to a top-tier investment analytics team. You’ll gain hands-on exposure to institutional portfolios, analytical reporting tools, and client engagement. If you have a passion for investment reporting, portfolio analysis, and continuous improvement, we’d love to hear from you.
Apply today to learn more about this opportunity!
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
voir plus
Our client, a leading financial institution, is seeking a highly motivated Investment Analyst – Performance & Analytics to join their Investment Analytics team. This group is responsible for delivering accurate, timely, and insightful performance and analytics reports to institutional clients, including pension plans and asset managers.
This is a great opportunity for a finance professional looking to further their career in performance measurement, portfolio analytics, and compliance support within a collaborative and fast-paced environment.
Advantages
●Join a respected organization with strong infrastructure and industry reputation.
●Work alongside a high-performing team of Investment Analysts, Compliance Analysts, and Data Acquisition Analysts.
●Hybrid work model with a transition to 4 days onsite – ideal for professionals who value both in-person collaboration and work-life balance.
●Exposure to a wide range of institutional client portfolios and products.
●Opportunity to support regulatory compliance functions and special projects
Responsibilities
●Deliver comprehensive performance and analytics reports for an assigned book of pension plan and asset manager clients.
...
●Reconcile portfolio data and liaise with clients, custodians, and money managers to resolve discrepancies.
●Investigate anomalies such as unexplained market value shifts, corporate actions issues, and incorrect data fields.
●Analyze and resolve issues related to calculated rates of return.
●Manage workload to ensure timely data collection, processing, and reporting.
●Complete ad-hoc research requests and contribute to special assignments.
●Support the Investment Compliance team with daily, monthly, and quarterly reporting responsibilities.
Qualifications
Must-Haves:
●Minimum 3 years of experience in the financial services industry.
●At least 2 years of experience in financial reporting, accounting, or custody operations.
●Currently enrolled to challenge CFA Level 1 (or beyond).
Nice-to-Haves:
●CFA Level 1 completed and/or CIPM designation.
●Bachelor’s degree in Finance or Business.
●Proficiency in Microsoft Excel (including troubleshooting and return calculations).
●Familiarity with Excel VBA is an asset.
●Previous experience with proprietary or in-house performance reporting systems.
Soft Skills:
●Strong team player with excellent collaboration and communication abilities.
●Proven time management and organizational skills.
●High attention to detail and analytical problem-solving skills.
Summary
This is an exciting opportunity for a performance-focused finance professional to contribute to a top-tier investment analytics team. You’ll gain hands-on exposure to institutional portfolios, analytical reporting tools, and client engagement. If you have a passion for investment reporting, portfolio analysis, and continuous improvement, we’d love to hear from you.
Apply today to learn more about this opportunity!
Randstad Canada is committed to fostering a workforce reflective of all peoples of Canada. As a result, we are committed to developing and implementing strategies to increase the equity, diversity and inclusion within the workplace by examining our internal policies, practices, and systems throughout the entire lifecycle of our workforce, including its recruitment, retention and advancement for all employees. In addition to our deep commitment to respecting human rights, we are dedicated to positive actions to affect change to ensure everyone has full participation in the workforce free from any barriers, systemic or otherwise, especially equity-seeking groups who are usually underrepresented in Canada's workforce, including those who identify as women or non-binary/gender non-conforming; Indigenous or Aboriginal Peoples; persons with disabilities (visible or invisible) and; members of visible minorities, racialized groups and the LGBTQ2+ community.
Randstad Canada is committed to creating and maintaining an inclusive and accessible workplace for all its candidates and employees by supporting their accessibility and accommodation needs throughout the employment lifecycle. We ask that all job applications please identify any accommodation requirements by sending an email to accessibility@randstad.ca to ensure their ability to fully participate in the interview process.
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