Become an Investment Performance Analyst at CI Financial, where your expertise will play a crucial role in measuring investment success and managing risk. This position blends analytical prowess with reporting accountability.

As an Analyst in Performance Attribution & Risk, you will support CI's investment portfolio management by calculating returns and generating key performance reports. Your role involves investigating discrepancies and contributing to process improvements within the team. You will also need to handle client inquiries effectively, emphasizing the organization’s focus on quality service delivery.

Key Responsibilities:
• Conduct calculations for portfolio returns and performance attribution
• Investigate and resolve discrepancies in performance metrics




• Enhance performance measurement processes for efficiency
• Participate in UAT for recent system implementations
• Meet client needs with accurate documentation and reporting

Requirements:
• Undergraduate degree in finance, economics, or math
• Knowledge of investment performance measurement principles
• Proficiency in MS Office, especially Excel
• Familiarity with FactSet and SQL is an advantage
• Excellent problem-solving and critical thinking skills

Bring your analytical skills and dedication to accuracy to thrive in the investment performance space at CI Financial.
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📌 Investment Performance Analyst at CI (Ontario)
🏢 CI Financial
📍 Ontario