Requisition ID: 259464PurposeThe Performance Measurement Analyst contributes to the overall success of Scotia Global Asset Management, ensuring specific individual goals, plans, and initiatives are executed and delivered in support of the team’s business strategies and objectives, ensuring all activities conducted are in compliance with governing regulations, internal policies, and procedures.Is this role right for you? In this role you will:Calculate and validate performance returns for all funds, for eventual use in monthly measurement, monitoring, and performance reporting through enhanced Power BI visuals and other reporting toolsParticipate in the implementation process and roll-out of investment performance measurement toolProduce performance reports that include analysis of returns, risk, added value, and portfolio characteristics for internally managed and sub-advised portfoliosProvide return data and portfolio characteristics information to institutional sales for purposes of marketing to institutional clientsPrepare timely investment commentary and performance reporting for monthly and quarterly performance measurement reports on mutual funds, ETFs, Private Equity, Private Credit, Private Wealth, and Institutional ClientsCollect and process investment and accounting data from various sources, ensure accuracy of data, investigate discrepancies, correct, and confirm dataLiaise with Portfolio Managers and Accounting to resolve any discrepancies in returnsInvestigate and document discrepancies such as unexplained market value changes, corporate actions,



or incorrect feedsTest to ensure accuracy and completeness of information being used to calculate performance and benchmarks by leveraging systematic approaches such as SQL queries and other data processing systemsRespond to regular and ad hoc requests and contribute to the development of automated, scalable data manipulation and reporting toolsAssist in the preparation of presentation materials and performance commentary for various audiences, including senior managementSkillsDo you have the skills that will enable you to succeed in this role? - We’d love to work with you if you have:Bachelor’s degree in an analytical discipline such as Mathematics, Commerce, Finance, or Economics is an assetPursuing CFA designation (Level 1 completion)CIPM/FRM is considered an assetA minimum of 1 year of relevant experience in performance reporting, analytics, or investment operations is preferredPrevious experience within the mutual fund industryExperience using Power BI for reporting and dashboard development is strongly preferredIntermediate level proficiency in SQL.Excellent attention to detail and a solid commitment to data quality and accuracyStrong and proactive problem-solver with an ability to work independently and prioritize tasks with minimal oversightEffective communication skills both written and verbalInterested?At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That is why we work to grow and diversify talent and engage employees in a performance-oriented culture.What's in it for you?Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.#SGAMLocation(s): Canada : Ontario : TorontoScotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.#J-18808-Ljbffr

📌 Investment Performance Analytics Specialist (Winnipeg)
🏢 Scotiabank
📍 Winnipeg