Associate, Performance and Analytics, Reporting

Role overview

Responsibilities

• Produce, develop, and present investment reports and analysis across disciplines.
• Research investment performance and assess calculation methodologies and financial models.
• Develop regular and ad hoc performance measurement and attribution models.
• Monitor performance, risk management, and attribution at multiple portfolio levels.
• Provide stakeholders with analysis and recommendations that support investment decisions.
• Work with Front Office, Data Management, Investment Reporting, Investment Risk, and IT.
• Enhance reporting processes, data classifications, and the use of book-of-record data for reporting.
• Identify process improvements, provide management and Board reporting, and lead short-term projects.

Requirements

• Two to four years of relevant financial services experience, preferably in asset management or capital markets, including two years in performance measurement.
• Undergraduate degree in Finance, Business, or a related field.
• Graduate degree such as MBA or MFin and/or CFA, FRM, or CIPM designation is preferred.
• Strong finance and portfolio management knowledge, including asset classes, investment strategies, and vehicles.
• Advanced quantitative, analytical, and financial modeling skills; knowledge of performance measurement methodologies.
• Proficiency in Excel, Word, Access, Visio, Power BI, SQL, and VBA.
• Python is an asset; Eagle PACE and Bloomberg experience is desired.
• Strong written and verbal communication, interpersonal, and collaboration skills.

Compensation

• Base salary range is CAD $70,000–$100,000; placement depends on market pay, knowledge, skills, and experience.

Workplace

• IMCO uses a hybrid, office-first work model with regular in-office engagement at its Toronto office.

Hiring process

• Candidates being considered will be required to undergo background screening.