13 Sep
|
Jobtailor
|
Ontario
Participate in implementations of new clients in investment performance, attribution analysis, ex-post risk measurement, and GIPS compliance
Provide ongoing day-to-day operational and analytical support to clients
Own the ongoing production process, review calculations, and ensure timely client deliverables
Ensure data integrity across multiple systems and review data validation processes
Interact regularly with clients, product management teams, fund accounting teams, and senior management
Cultivate relationships with internal and external partners
Monitor industry initiatives and market trends impacting the business
Participate in product management activities, including testing new functionalities and special projects
Requirements 1–3 years of experience in financial services, investment operations, risk reporting, performance analytics, or alternative investments
Understanding of investment performance measurement, risk analytics, attribution analysis, or investment reporting concepts
Strong analytical and problem-solving capabilities with attention to detail and data quality
Highly proficient in Microsoft Excel and comfortable working with large datasets
Solid organizational, communication, and stakeholder management skills
Collaborative mindset with strong interpersonal skills and a client-service orientation
Understanding of derivative products and alternative investments is an asset
Experience using or learning AI-enabled productivity and automation tools (e.g., Claude, ChatGPT, Copilot, Blue Prism, workflow automation tools)
Demonstrated curiosity and interest in improving operational efficiency, automation, reporting quality, and analytical workflows
Comfortable working with relational data structures and collaborating with technical teams to troubleshoot data or reporting issues
Basic scripting,
Python, SQL, or automation experience is an asset, but not required
CIPM and/or CFA designation or demonstrated progress towards one is an asset
Interest in leveraging AI and automation to improve scalability, accuracy, and client experience
Ability to identify inefficiencies and propose process improvements
Strong initiative and ability to work independently in a fast-paced environment
Strong time management and prioritization skills
Curiosity, adaptability, and willingness to continuously learn new technologies and analytical approaches
Legally eligible to work at the specified location(s)
Must be able to provide a valid work or study permit, where applicable
Core Competencies Demonstrates expertise in investment performance measurement, risk analytics, and data integrity management while providing exceptional client service and operational support. Proficient in leveraging analytical tools and automation to enhance reporting quality and operational efficiency.
Highest-signal resume keywords Investment Performance Measurement
Risk Analytics
Microsoft Excel Proficiency
Client-Service Orientation
CIPM or CFA Designation
ATS Optimization Keywords Hard Skills Attribution Analysis
Ex-Post Risk Measurement
Data Validation
Basic Scripting
Python
SQL
Automation Experience
Relational Data Structures
Analytical Workflows
Performance Analytics
Soft Skills Analytical Problem-Solving
Attention to Detail
Organizational Skills
Communication Skills
Interpersonal Skills
Certifications & Qualifications CIPM
CFA
Industry Keywords Financial Services
Investment Operations
Risk Reporting
Alternative Investments
GIPS Compliance
Tools & Technologies AI-Enabled Productivity Tools
Claude
ChatGPT
Copilot
Blue Prism
Workflow Automation Tools
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📌 Analyst, Risk Analytics – Performance (Ontario)
🏢 Jobtailor
📍 Ontario