Analyst, Risk Analytics – Performance

• Participate in implementations of new clients in investment performance, attribution analysis, ex-post risk measurement, and GIPS compliance
• Provide ongoing day-to-day operational and analytical support to clients
• Own the ongoing production process, review calculations, and ensure timely client deliverables
• Ensure data integrity across multiple systems and review data validation processes
• Interact regularly with clients, product management teams, fund accounting teams, and senior management
• Cultivate relationships with internal and external partners
• Monitor industry initiatives and market trends impacting the business
• Participate in product management activities, including testing new functionalities and special projects

Requirements

• 1–3 years of experience in financial services, investment operations, risk reporting, performance analytics, or alternative investments
• Understanding of investment performance measurement, risk analytics, attribution analysis, or investment reporting concepts
• Strong analytical and problem-solving capabilities with attention to detail and data quality
• Highly proficient in Microsoft Excel and comfortable working with large datasets
• Strong organizational, communication, and stakeholder management skills
• Collaborative mindset with strong interpersonal skills and a client-service orientation
• Understanding of derivative products and alternative investments is an asset
• Experience using or learning AI-enabled productivity and automation tools (e.g., Claude, ChatGPT, Copilot, Blue Prism, workflow automation tools)
• Demonstrated curiosity and interest in improving operational efficiency, automation, reporting quality, and analytical workflows
• Comfortable working with relational data structures and collaborating with technical teams to troubleshoot data or reporting issues
• Basic scripting, Python, SQL, or automation experience is an asset, but not required
• CIPM and/or CFA designation or demonstrated progress towards one is an asset
• Interest in leveraging AI and automation to improve scalability, accuracy, and client experience
• Ability to identify inefficiencies and propose process improvements
• Strong initiative and ability to work independently in a fast-paced environment
• Strong time management and prioritization skills
• Curiosity, adaptability, and willingness to continuously learn new technologies and analytical approaches
• Legally eligible to work at the specified location(s)
• Must be able to provide a valid work or study permit, where applicable

Core Competencies

Demonstrates expertise in investment performance measurement, risk analytics, and data integrity management while providing exceptional client service and operational support. Proficient in leveraging analytical tools and automation to enhance reporting quality and operational efficiency.

Highest-signal resume keywords

• Investment Performance Measurement
• Risk Analytics
• Microsoft Excel Proficiency
• Client-Service Orientation
• CIPM or CFA Designation

ATS Optimization Keywords

Hard Skills

• Attribution Analysis
• Ex-Post Risk Measurement
• Data Validation
• Basic Scripting
• Python
• SQL
• Automation Experience
• Relational Data Structures
• Analytical Workflows
• Performance Analytics

Soft Skills

• Analytical Problem-Solving
• Attention to Detail
• Organizational Skills
• Communication Skills
• Interpersonal Skills

Certifications & Qualifications

• CIPM
• CFA

Industry Keywords

• Financial Services
• Investment Operations
• Risk Reporting
• Alternative Investments
• GIPS Compliance

Tools & Technologies

• AI-Enabled Productivity Tools
• Claude
• ChatGPT
• Copilot
• Blue Prism
• Workflow Automation Tools