Performance Measurement Analyst



DETAILS

Location: Toronto, ON, M5C 2V9
Employee Type: full time
Experience: 2 - 5 years
Education: Bachelor degree
Travel Required: none

DESCRIPTION

A Wealth of Opportunity awaits you at Dynamic Funds
As the successful candidate you will have the opportunity to…
  • Enhance existing performance measurement, monitoring and reporting activities for the firm.
  • Develop value-added metrics by leveraging internal systems and external service providers.

Key Responsibilities:

  • Calculate performance for all funds for eventual use in monthly measurement, monitoring and performance reporting;
  • Participate in ongoing enhancement projects to the performance systems and reporting;
  • Produce performance reports that include analysis of returns, risk, added-value and portfolio characteristics for internally managed portfolios;
  • Provide return data and portfolio characteristics information to institutional sales for purposes of marketing to institutional clients;
  • Prepare timely investment commentary and performance reporting for monthly and quarterly performance measurement reports on mutual funds, private wealth, institutional clients;
  • Collect and process investment and accounting data from various sources, ensure accuracy of data, investigate discrepancies, correct and confirm data;
  • Liaise with Portfolio Managers and Accounting to resolve any discrepancies in returns;
  • Investigate and document discrepancies such as unexplained market value changes, corporate actions or incorrect feeds;
  • Test to ensure accuracy and completeness of information being used to calculate performance and benchmarks; and
  • Assist in the preparation of presentation materials when required.

Skills and Experience:

  • University degree in Business, Economics or Mathematics;
  • Enrollment in or completion of CFA or CIPM preferred;
  • Minimum three years experience in investment management or financial services industry;
  • Two years experience in performance measurement preferred;
  • Advanced knowledge of Microsoft Excel and Access;
  • Strong analytical and financial skills; and
  • Knowledge of Eagle™ software and Crystal reporting is an asset.
Dynamic Funds is managed by GCIC Ltd., an affiliate of Scotiabank.
Addressing your financial needs as well as your overall health and well-being are top priorities at the Scotiabank Group. We are committed to offering a competitive Total Rewards package.



REQUIREMENTS



THIS JOB IS EXPIRED

COMPANY

DundeeWealth
1 Adelaide Street East, 28th Floor

Toronto, ON M5C 2V9
CANADA