New Job Performance Measurement Analyst - 1832 Asset Management In Ontario

Performance Measurement Analyst - 1832 Asset Management
Performance Measurement Analyst - 1832 Asset Management

Performance Measurement Analyst - 1832 Asset Management

Company : Jobssummary / Indeed
Salary : Details not provided
Location : Ontario

Full Description

Requisition ID: 174636

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

As a Performance Measurement Analyst, you will contribute to the overall success of 1832 Investment Consulting/1832 Asset Management in Canada ensuring specific individual goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. You will also ensure all activities conducted are in compliance with governing regulations, internal policies and procedures.

Is this role right for you? In this role, you will:

    • Calculate performance for all funds for eventual use in monthly measurement, monitoring and performance reporting;
    • Participate in the implementation process and roll-out of Eagle™ performance measurement tool;
    • Produce performance reports that include analysis of returns, risk, added-value and portfolio characteristics for internally managed portfolios;
    • Provide return data and portfolio characteristics information to institutional sales for purposes of marketing to institutional clients;
    • Prepare timely investment commentary and performance reporting for monthly and quarterly performance measurement reports on mutual funds, private wealth, institutional clients;
    • Collect and process investment and accounting data from various sources, ensure accuracy of data, investigate discrepancies, correct and confirm data;
    • Liaise with Portfolio Managers and Accounting to resolve any discrepancies in returns;
    • Investigate and document discrepancies such as unexplained market value changes, corporate actions or incorrect feeds;
    • Test to ensure accuracy and completeness of information being used to calculate performance and benchmarks;
    • Assist in the preparation of presentation materials when required.
    • Understand how the Bank’s risk appetite and risk culture should be considered in day-to-day activities and decisions.
    • Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.
    • Champions a high performance environment and contributes to an inclusive work environment.

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

    • Bachelor Degree. In an analytical discipline such as Mathematics, Commerce, Finance or Economics an asset;
    • A minimum of CFA Level 1 Completed
    • CIPM/FRM would be an asset
    • Completion of Canadian Securities Course
    • Previous experience within the Mutual Fund industry
    • Able to manage competing priorities and tight deadlines with minimal leadership oversight

Location(s): Canada : Ontario : Toronto

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.