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Analyste Senior – Middle Office

Downtown Montreal

Financial & Investment Funds | Finance corporative et investissement | #1696

Permanent | French

Differentiating elements

Autonomy & Latitude
Corporate Environment
Employee Wellness
Key Role with High Added Value
Leisure Activities
Professional Development
Teamwork

About the employer

Our client is a fast-growing Canadian investment management firm, recognized for its expertise with institutions both here and abroad. Private, independent and well-established, it stands out for its financial rigor, team spirit and stimulating environment, where stability goes hand in hand with ambition.

Advantages

Wide latitude to act, be creative and contribute – Warm and friendly environment – Professional stimulation and quality of life – Internal development opportunities – Transparent collaboration and mobilized team – High retention – Active social committee and occasional 5@7 – Flexible schedule and hybrid mode – 35h/week – Company focused on well-being and health – 4 weeks vacation – Wellness contribution – All-you-can-eat coffee – Group RRSP – 100% health and dental insurance coverage – Competitive salary.

Your responsibilities in a few words!

Ensure the quality, consistency and relevance of data used to measure portfolio performance and produce reports for institutional clients – Manage financial data used in reports, presentations and questionnaires for clients and consultants – Calculate and validate performance and attribution (Brinson and factorial) of portfolios and composites – Collaborate with investment, operations and IT teams to ensure data integrity and integration – Support client and investment service in understanding and interpreting performance results and IT teams to ensure data integrity and integration – Support customer service and investment in understanding and interpreting performance results – Participate in the continuous improvement of processes, tools and performance indicators – Contribute to the modernization of reporting and automation of internal data flows – Maintain and evolve analysis and performance monitoring dashboards

Your assets for this position!

Bachelor’s degree in finance, mathematics, economics or other quantitative field
Minimum 5 years’ experience in performance analysis or middle office functions in the asset management industry
Good command of performance and attribution measures
Excellent understanding of financial markets and institutional investment products
Strong analytical skills and ability to interpret complex data
Working knowledge of SQL and proficiency in Excel
Rigor, judgment, attention to detail and good sense of priorities
Team spirit, clear communication and ability to collaborate with various departments
Bilingualism : French and English, spoken and written

Summary

An ideal opportunity for an experienced performance analyst who wants to contribute to the reliability of investment reports and the quality of the client experience, in a solid, human and growing organization. Reporting to the Vice President, Head of Client Services – an engaging and approachable manager – you will work closely with operations, IT and the investment teams to directly support the firm’s performance and growth.

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