Investment Performance Attribution Analyst
Connor, Clark & Lunn Financial Group Ltd.
Investment performance and attribution analytics define this Analyst or Senior Analyst opportunity with CC&L FG’s Performance and Attribution Solutions Team. Work spans public and private asset classes.
At Connor, Clark & Lunn Financial Group, the PAS team delivers post-trade analytics to stakeholders and affiliates. You will calculate performance, analyze attribution, and report portfolio risk. The work also involves methodologies, stakeholder relationships, and analytical troubleshooting.
Key Responsibilities:
- Calculate investment performance across public and private asset classes
- Conduct attribution analysis, analytics, and portfolio risk reporting
- Research and maintain measurement and attribution methodologies
- Support sales requests, marketing requests, RFPs, and DDQs
- Identify process improvements and manage stakeholder relationships
Requirements:
- One to five-plus years in investment management or comparable experience
- Undergraduate degree in business, mathematics, or related field
- Advanced Microsoft Excel and Power BI skills
- Analytical, curious, critical, and collaborative approach
- Enrolled or considering enrollment in CFA or CIPM
Apply analytical judgment, performance measurement knowledge, and stakeholder communication within CC&L FG’s PAS team.
#J-18808-LjbffrReference: WJ-291_12062019