Sr. Analyst, Performance, Reporting & Attribution

Robert Half View all jobs

  • Toronto, ON
  • Permanent
  • Full-time
  • 14 days ago
Job Description:Robert Half Canada is seeking a Senior Analyst for a leading Capital Markets organization. This role will support the Investment Finance & Operations team in delivering accurate and insightful performance measurement, attribution, and reporting for multi-asset class portfolios.Key Responsibilities:
  • Prepare and analyze performance and attribution reports at business unit, strategy, and asset class levels.
  • Create exposure reports by asset class, geography, currency, and sector to enable effective portfolio oversight.
  • Develop and present data-driven insights using PowerPoint and Power BI dashboards for stakeholders and senior leaders.
  • Support digitization and automation of reporting, enhancing scalability and accuracy.
  • Deliver actionable analysis to senior management on performance drivers and portfolio positioning.
  • Foster partnerships with Capital Markets, Risk, and Finance groups to ensure alignment with evolving strategies.
  • Monitor market trends and macroeconomic factors impacting investment performance.
  • Stay current with industry performance measurement standards, including GIPS.
  • Identify and implement process improvements and actively participate in team projects and cultural initiatives.
Requirements:
  • Minimum 5 years' experience in financial analysis, investment reporting, or related fields, ideally with exposure to institutional portfolios.
  • Bachelor's degree in Business, Mathematics, Engineering, or related discipline.
  • Progress toward or completion of CFA or CIPM preferred; CPA is an asset.
  • Strong SQL and Power BI skills for data analysis and visualization.
  • Experience with Bloomberg PORT is an asset.
  • Proficient in Excel and skilled in managing complex data sets.
  • Deep understanding of financial products: bonds, equities, derivatives, and alternatives.
  • Excellent communication skills with the ability to explain complex data clearly.
  • Detail-oriented, highly organized, and motivated to continuously learn and drive improvements.
  • Collaborative team player with a proactive, positive attitude.
What's in It for You:
  • Opportunity to work with industry experts in a dynamic Capital Markets environment.
  • Supportive culture focused on career growth and development.
  • Continuous cross-functional learning and networking.
  • Access to mentorship and coaching from senior leaders.

Robert Half