Job Description
Location
15 York Street, Toronto, ON M5J 0A3
Full job description
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
The Performance Specialist is responsible for supporting the calculation, analysis, and reporting of investment performance for clients across the CI Wealth lines of business. This role ensures accurate and timely performance data, provides insights to support client reporting, and collaborates with internal teams to enhance performance measurement processes.
WHAT YOU WILL DO
Performance Calculation:
Validate reasonability of portfolio performance calculations, including time-weighted and money-weighted returns, attribution analysis, and risk-adjusted measures.
Validate data inputs and outputs to ensure accuracy and compliance with industry standards.
Reconcile performance results with custodians, third-party providers, and internal systems.
Reporting & Analysis:
Prepare and distribute performance reports for clients, advisors, and management, ensuring clarity and alignment with organizational objectives.
Conduct detailed performance attribution and contribution analysis to identify drivers of portfolio performance.
Support ad-hoc analysis requests to provide insights for client reviews, business development, or regulatory reporting.
Process Improvement:
Collaborate with Technology and other Operations teams to enhance performance calculation methodologies and streamline workflows.
Identify and implement automation opportunities to improve efficiency and reduce errors.
Provide recommendations for updates to performance databases, ensuring data integrity and consistency.
Compliance & Standards:
Ensure performance calculations and reporting adhere to regulatory requirements and internal policies.
Stakeholder Collaboration:
Work closely with portfolio managers, advisors, Client Experience teams, Technology, and other Shared Services teams to address performance-related inquiries.
WHAT YOU WILL BRING
Bachelor’s degree in Finance, Economics, Mathematics, or a related field.
3+ years of experience in performance measurement, investment analysis, or a similar role within wealth management or financial services.
Strong understanding of investment performance methodologies, attribution analysis, and risk metrics.
Advanced Excel skills (pivot tables, VLOOKUP, macros, etc.) and familiarity with data analysis tools.
Experience with performance reporting tools (e.g., FactSet, Morningstar, Bloomberg, or similar) is an asset.
Excellent analytical skills with a keen attention to detail and accuracy.
Excellent communication skills to present complex data clearly to diverse audiences.
Ability to work independently and collaboratively.
Ability to prioritize tasks and manage deadlines in a high-volume, fast-paced environment.
WORKING CONDITIONS
Work Environment: Office setting or hybrid (if applicable).
Hours: Standard business hours, with flexibility as needed.
Travel: Minimal, based on business needs.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER
Modern HQ location within walking distance from Union Station
Training Reimbursement
Paid Professional Designations
Employee Savings Plan (ESP)
Corporate Discount Program
Enhanced Group Benefits
Parental Leave Top–Up Program
Fitness Membership Discounts
Paid Volunteer Day
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-XXXXXX ext. 4747.
15 York Street, Toronto, ON M5J 0A3
Full job description
Description
At CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.
The Performance Specialist is responsible for supporting the calculation, analysis, and reporting of investment performance for clients across the CI Wealth lines of business. This role ensures accurate and timely performance data, provides insights to support client reporting, and collaborates with internal teams to enhance performance measurement processes.
WHAT YOU WILL DO
Performance Calculation:
Validate reasonability of portfolio performance calculations, including time-weighted and money-weighted returns, attribution analysis, and risk-adjusted measures.
Validate data inputs and outputs to ensure accuracy and compliance with industry standards.
Reconcile performance results with custodians, third-party providers, and internal systems.
Reporting & Analysis:
Prepare and distribute performance reports for clients, advisors, and management, ensuring clarity and alignment with organizational objectives.
Conduct detailed performance attribution and contribution analysis to identify drivers of portfolio performance.
Support ad-hoc analysis requests to provide insights for client reviews, business development, or regulatory reporting.
Process Improvement:
Collaborate with Technology and other Operations teams to enhance performance calculation methodologies and streamline workflows.
Identify and implement automation opportunities to improve efficiency and reduce errors.
Provide recommendations for updates to performance databases, ensuring data integrity and consistency.
Compliance & Standards:
Ensure performance calculations and reporting adhere to regulatory requirements and internal policies.
Stakeholder Collaboration:
Work closely with portfolio managers, advisors, Client Experience teams, Technology, and other Shared Services teams to address performance-related inquiries.
WHAT YOU WILL BRING
Bachelor’s degree in Finance, Economics, Mathematics, or a related field.
3+ years of experience in performance measurement, investment analysis, or a similar role within wealth management or financial services.
Strong understanding of investment performance methodologies, attribution analysis, and risk metrics.
Advanced Excel skills (pivot tables, VLOOKUP, macros, etc.) and familiarity with data analysis tools.
Experience with performance reporting tools (e.g., FactSet, Morningstar, Bloomberg, or similar) is an asset.
Excellent analytical skills with a keen attention to detail and accuracy.
Excellent communication skills to present complex data clearly to diverse audiences.
Ability to work independently and collaboratively.
Ability to prioritize tasks and manage deadlines in a high-volume, fast-paced environment.
WORKING CONDITIONS
Work Environment: Office setting or hybrid (if applicable).
Hours: Standard business hours, with flexibility as needed.
Travel: Minimal, based on business needs.
CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965, we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highest-quality investments and advice.
Our commitment to the highest levels of performance means that whatever their position, CI employees must be comfortable in a fast-paced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition, a desire to commit to a curious mindset for continuous learning, and a willingness to go the extra mile thrive at CI.
WHAT WE OFFER
Modern HQ location within walking distance from Union Station
Training Reimbursement
Paid Professional Designations
Employee Savings Plan (ESP)
Corporate Discount Program
Enhanced Group Benefits
Parental Leave Top–Up Program
Fitness Membership Discounts
Paid Volunteer Day
We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements, we encourage you to apply to investigate the opportunity further.
Please submit your resume in confidence by clicking “Apply”. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (“CI”) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities, require this posting in an additional format, or require accommodation at any stage of the recruitment process please contact us at accessible.recruitment@ci.com, or call 416-XXXXXX ext. 4747.
💡 Quick Summary
Seeking a career-building opportunity? The Performance Specialist, Financial Operations position is now open for candidates interested in the Operations Executive Jobs sector. This role in Toronto offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Operations Executive Jobs is a plus.
