Associate, Investment Performance & Analytics

• Location: VICTORIA, British Columbia
• Type: Contract
• Job #12471

MatchBox Consulting Group is currently seeking an Associate, Investment Performance & Analytics resource for a 6-month contract role at a public sector client of ours located in Victoria. This role is fully remote anywhere across BC.
 

POSITION DESCRIPTION

Reporting to the Manager, the 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.

Primary Responsibilities

• Produces performance reports and presentations on time, with total accuracy
• Monitors the accuracy and integrity of the underlying data and methodological approach
• Develops and improves workbooks, reports, and processes
• Prepares analysis and written material explaining issues or anomalies in performance results
• Responds to ad-hoc requests from other departments/clients on a timely basis
• Reviews existing operations and identifies processes that can be improved
• Reviews and implements new systems or upgrades as required
• Participates in business planning, change management, and corporate initiatives as needed
• Completes performance reports and checks in a timely manner
• Validates and explains performance results
• Investigates and resolves return anomalies through effective collaboration with colleagues in Performance team and across functions
• Supports ad-hoc requests related to performance data
• Supports audit, internal control, and process procedure documentation

Qualifications

• 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 acumen

For more current job opportunities, Follow MatchBox at linkedin.com/company/matchbox-recruitment/

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About MatchBox

Headquartered in downtown Vancouver and serving clients nationally, MatchBox is one of the leading recruitment and solutions firms that specializes in the fields of IT & Technology, Engineering & Technical, Real Estate & Construction, and Accounting & Finance. We offer unrivaled expertise with our team's extensive experience in the recruitment and professional services industry. We are dedicated to building great connections and creating strong opportunities within the workforce and the labor market.

Equal Opportunities

MatchBox is committed to providing equal opportunities for all applicants. We welcome and encourage applications from people of all backgrounds, including members of minority groups such as racialized individuals, people with disabilities, LGBTQ+ individuals, and Indigenous peoples. It is a priority for us that all candidates are treated fairly and without discrimination. Our recruitment teams receive ongoing training on using objective criteria for evaluating candidates and other related topics to create an inclusive and welcoming environment for all.

Work Permits

Please note that we require all interested candidates to obtain the necessary work permits from the Government of Canada prior to submitting an application. This position is open exclusively to individuals residing in Canada and legally authorized to work in Canada. Applications not meeting these criteria will not be considered.

Further Consideration

We receive a high volume of applications and are only able to contact candidates who are selected for further consideration.

Find out more at www.matchboxhr.com