Analyst, Performance & Attribution Solutions

Connor, Clark & Lunn Financial Group Ltd. is one of Canada’s top performing asset managers seeking an Analyst or Senior Analyst for their Performance and Attribution Solutions Team. The role involves delivering post-trade analytics, collaborating with stakeholders, and enhancing investment processes through value-add analytics.

Responsibilities

• Investment performance calculations, attribution analysis, analytics and portfolio risk reporting across public / private asset classes
• Support sales and marketing requests and provide data for RFPs and DDQs
• Research, propose, and maintain performance measurement and attribution methodologies for existing and new products
• Develop and manage relationships with both internal and external stakeholders
• Provide analytical problem solving and troubleshooting
• Identify process improvements and leverage best practices across the team
• Understand new products and ensure proper reporting is in place

Skills

• Critical Thinking – approach problems with a curious and critical mindset
• Excellent Communicator – Both verbal and written. Ability to express ideas, explain analytics/ methodologies and lead solution-oriented discussions with a wide range of audiences
• Collaborative – You have a collaborative spirit that helps you to work well with others and you communicate effectively
• Self-Motivated – The ideal candidate has a passion for advancing the quality, scale and efficiency of data processes and is able to take ownership of multiple processes with keen attention to detail
• Continuous Process Improvement Mindset – You constantly take a critical eye to processes with the goal of finding improvement opportunities and bring an ability to manage multiple projects
• Problem Solver – You possess an analytical mindset and can detect patterns to solve problems
• Technology Savvy– You are able to pick up new Systems and tools quickly. You have advanced computer skills with an emphasis on MS Excel, Power Bi and have a desire to learn basic database query languages
• Education – You have an Undergraduate degree in business, mathematics or a related field. You are also enrolled (or considering enrollment) in the CFA or CIPM program
• Industry Knowledge – 1 to 5+ years' experience in the investment management industry or comparable. Any direct experience with Investment analytics or performance measurement would be considered an asset

Benefits

• Annual performance bonus

Company Overview