Performance Reporting Analyst - Toronto, Canada - Richardson Wealth

Richardson Wealth
Richardson Wealth
Verified Company
Toronto, Canada

1 month ago

Sophia Lee

Posted by:

Sophia Lee

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Description

Employment Status:

Permanent Full-Time


Location:

Toronto, ON


Department:

Products & Services


Reporting To:

Vice President, Products and Services


Job Id:

PS - 025


Job Level:

L4


Seniority Level:

Associate


Position Overview:


As a member of the Richardson Wealth Products and Services team, you will work on systems/platforms used by internal and external users.


Duties & Responsibilities:


  • Review, validate and reconcile the performance data in an efficient and timely manner to identify and resolve any issues that may arise or escalate as required
  • Ensure that reasonability checks and established processes are completed and followed
  • Conduct thorough analysis on performance results, explain performance results, investigate discrepancies through issue resolution
  • Assist the Data Management team in developing tests and automating control checks to ensure the accuracy and completeness of information being used to calculate performance benchmark and attribution results
  • Automate and streamline existing processes within the Performance team, as well as proposing ongoing process improvements
  • Participate in UAT testing for system upgrades or enhancements
  • Define, create, and maintain benchmarks and composites that are used for performance measurement and other metrics in accordance with established procedures and GIPS compliance
  • Investigate and respond to inquiries from Advisor Teams on performance reports
  • Ensure that new requirements are communicated effectively to vendor
  • Participate in performance related projects; other duties as required

Skills & Qualifications:


  • Minimum of 5 years' experiences in the financial sector
  • Familiar with performance reporting and calculation methods and operational processes
  • Time management and organizational skills to set shortterm priorities while working under strict deadlines
  • Capacity for detailed and accurate work
  • Ability to work under pressure
  • Ability to problem solve and use a commonsense approach
  • Excellent verbal and written skills
  • Ability to work independently and in a teambased environment
  • Experience with Envestnet or Dataphile are an asset

Education:


  • University degree or college diploma
  • Completion of the Canadian Securities Course (CSC) a benefit
  • Other industryrelated courses are an asset
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