Director of Investment Performance and Reporting - Performance Measurement, Attribution & ReportingA specialist investment management firm is looking to appoint a senior professional to take ownership of its investment performance and reporting capability.This position combines technical performance expertise, investment insight and operational leadership. The successful candidate will be expected to understand the numbers, challenge them where necessary and turn complex portfolio results into explicit explanations for internal stakeholders and clients.The role will suit someone who has worked closely with investment teams and can connect portfolio outcomes to market conditions, positioning, stock selection, factor exposure and portfolio construction decisions.The RoleTake responsibility for the firm's performance analysis and reporting activitiesReview portfolio and benchmark results to ensure outputs are accurate and properly understoodAnalyse the reasons behind portfolio outperformance and underperformanceBuild clear explanations of investment results for portfolio teams and client-facing colleaguesDevelop more effective approaches to attribution,



portfolio analysis and recurring reportingImprove the control environment surrounding performance data and reportingResolve discrepancies across systems, data sources and published outputsIntroduce stronger documentation, ownership and escalation processesWork closely with investment, research, operations, data, compliance and client teamsLead and support a small team while remaining directly involved in analysis and deliveryWhat We Are Looking ForSubstantial experience in investment performance, attribution, portfolio analytics or institutional reportingStrong knowledge of return calculation, benchmarks, contribution analysis, attribution, fees, cash flows and portfolio structuresThe ability to interpret results from an investment perspectiveExperience communicating performance insights to portfolio managers, senior stakeholders or clientsA track record of improving controls, processes and reporting qualityStrong analytical judgement and the ability to identify the underlying cause of data or reporting issuesExperience managing or mentoring analystsConfidence working with investment systems, data platforms and reporting toolsThis is an opportunity to shape a key function within a growing investment business and improve how portfolio results are understood, governed and communicated. #J-18808-Ljbffr

📌 Director Of Investment Performance And Reporting (Montreal)
🏢 Skillfinder International
📍 Montreal