Location
toronto, on, Canada
Posted
July 04, 2026
Job Description
Elevate investment performance measures with CI Wealth as a Performance Associate. Your role will involve extracting insights and providing performance data to support client relations and compliance. You will play a vital role in ensuring the integrity of performance calculations and contribute to analytical reports that inform business decisions. Collaborating with portfolio managers and advisors, you’ll use your advanced Excel proficiency to streamline processes and enhance reporting methods.
Key Responsibilities
- Validate investment performance calculations and reports
- Conduct attribution analysis to identify performance drivers
- Collaborate on process improvements for reporting accuracy
- Ensure compliance with regulatory requirements
- Manage performance-related inquiries with stakeholders
Requirements
- Bachelor’s degree in Finance, Economics, or related
- 1-3 years in performance measureme...