Performance Specialist, Financial Operations

At CI we see a great place to work as one that is a safe place for everyone to have a voice where people are empowered to take ownership over meaningful work where there is an opportunity to grow through stretching themselves where they can work on innovative products and projects and where employees are supported and engaged in doing so.

What You Will Do:

• Performance Calculation:
  • Validate reasonability of portfolio performance calculations including timeweighted and moneyweighted returns attribution analysis and riskadjusted measures.
  • Validate data inputs and outputs to ensure accuracy and compliance with industry standards.
  • Reconcile performance results with custodians thirdparty providers and internal systems.
• Reporting & Analysis:
  • Prepare and distribute performance reports for clients advisors and management ensuring clarity and alignment with organizational objectives.
  • Conduct detailed performance attribution and contribution analysis to identify drivers of portfolio performance.
  • Support adhoc analysis requests to provide insights for client reviews business development or regulatory reporting.
• Process Improvement:
  • Collaborate with Technology and other Operations teams to enhance performance calculation methodologies and streamline workflows.
  • Identify and implement automation opportunities to improve efficiency and reduce errors.
  • Provide recommendations for updates to performance databases ensuring data integrity and consistency.
• Compliance & Standards: Ensure performance calculations and reporting adhere to regulatory requirements and internal policies.
• Stakeholder Collaboration:
  • Work closely with portfolio managers advisors Client Experience teams Technology and other Shared Services teams to address performancerelated inquiries.

What You Will Bring:

• Bachelors degree in Finance Economics Mathematics or a related field.
• 3 years of experience in performance measurement investment analysis or a similar role within wealth management or financial services.
• Strong understanding of investment performance methodologies attribution analysis and risk metrics.
• Advanced Excel skills (pivot tables VLOOKUP macros etc.) and familiarity with data analysis tools.
• Experience with performance reporting tools (e.g. FactSet Morningstar Bloomberg or similar) is an asset.
• Excellent analytical skills with a keen attention to detail and accuracy.
• Excellent communication skills to present complex data clearly to diverse audiences.
• Ability to work independently and collaboratively.
• Ability to prioritize tasks and manage deadlines in a highvolume fastpaced environment.

Working Conditions:

• Work Environment: Office setting or hybrid (if applicable).
• Hours: Standard business hours with flexibility as needed.
• Travel: Minimal based on business needs.

CI Financial is an independent company offering global wealth management and asset management advisory services through diverse financial services firms. Since 1965 we have consistently anticipated and responded to the changing needs of investors. We are driven by a commitment to provide individuals and institutions with the highestquality investments and advice. Our commitment to the highest levels of performance means that whatever their position CI employees must be comfortable in a fastpaced environment that will stretch them to tap into their highest potential. Employees with a healthy dose of ambition a desire to commit to a curious mindset for continuous learning and a willingness to go the extra mile thrive at CI.

A Supportive Environment for Success

We offer an inoffice environment competitive benefits and a supportive workplace to help our employees thrive both personally and professionally.

WHAT WE OFFER

• Modern HQ location within walking distance from Union Station
• Training Reimbursement
• Paid Professional Designations
• Employee Savings Plan (ESP)
• Corporate Discount Program
• Enhanced group benefits
• Parental Leave Topup program
• Paid time off for Volunteering

We are focused on building a diverse and inclusive workforce. If you are excited about this role and are not confident you meet all the qualification requirements we encourage you to apply to investigate the opportunity further.

Please submit your resume in confidence by clicking Apply. Only qualified candidates selected for an interview will be contacted. CI Financial Corp. and all of our affiliates (CI) are committed to fair and accessible employment practices and provide reasonable accommodations for persons with disabilities. If you require accommodations in order to apply for any job opportunities require this posting in an additional format or require accommodation at any stage of the recruitment process please contact us or callext. 4747.