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Associate, Investment Performance & Analytics

Remote: 
Full Remote
Contract: 
Fixed term
Experience: 
Mid-level (2-5 years)
Work from: 
Canada

Offer summary

Qualifications:

3-5 years of institutional investment experience, Relevant degree in finance, math, or economics, CFA, CPA, or CIPM designation preferred, Strong MS Excel and analytical skills.

Key responsabilities:

  • Manage investment performance reporting for clients
  • Create and improve performance reports and processes
Workiy Inc. logo
Workiy Inc. Information Technology & Services SME https://www.workiy.com/
11 - 50 Employees
About Workiy Inc.
Workiy provides digital solutions and staffing services, utilizing our patented delivery model and a unique and flexible, client-centric approach to tackling technology's biggest challenges. We don’t have “clients” we have partners! Our mission is to enable your talented teams and amazing systems to assist your business in optimally achieving its goals. The Workiy team, brings to the table, more than 20+ years of experience in the technology industry across many verticals in both the private and public sector.
See more Workiy Inc. offers

Job description

This is a remote position.

  • Our client is looking for an Associate is a key member of the team tasked with managing complex investment performance and attribution reporting for multi-billion-dollar clients.
  • The Associate displays strong attention to detail, while being able to create visually appealing, succinct performance reports on time.
  • The position seeks to continually improve reports, processes, and workbooks.
  • A strong work ethic and keen attention to detail are required.
Requirements
• 3-5 years’ institutional investment experience, preferably in performance measurement
• A relevant university degree (finance, math, economics, computer science)
• Completion of CIPM, CFA, or CPA designation preferred (an equivalent combination of education, training, and experience may be considered)
• Operates with a sense of urgency and strives to produce 100% accuracy on all work
• An understanding of asset class behavior and capital markets
• Demonstrated problem solving skills, a strong analytical background
• Advanced MS Excel skills
• Proficiency with SimCorp Dimension, SQL, Python or PowerBI an asset
• Data management experience, e.g., data modelling and manipulation
• Dedication to continuous improvement
• Excellent communications skills including business writing and acume

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Information Technology & Services
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Hard Skills

Attribution AnalysisInvestment PerformanceSQL (Programming Language)Power BIPython (Programming Language)Data Management

Other Skills

  • Strong Work Ethic
  • Communication
Are you interested?

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