Investment Reporting Analyst#

Description

As an Investment Performance Analyst, you will support Client Service and other teams across the Investments business by delivering accurate and timely performance analysis for clients’ pension plans. You will review assets under management (AUM), calculate account- and total-plan returns, and help ensure high-quality reporting outcomes.

You will collaborate with Portfolio Managers, Client Leads, Operations, and Manager and Asset Research teams, gaining broad exposure to the investment process while developing your technical, communication, and leadership capabilities.

• Collect, validate, and organize the information required to complete investment performance calculations and reporting.

• Obtain financial statements and other relevant data from custodians and approved data sources.

• Gather and maintain information on the investment managers and accounts held within each client portfolio.

• Review monthly assets under management for clients’ pension plans and investigate data inconsistencies.

• Calculate and validate returns at the individual account and total-plan levels using financial statements and supporting data.

• Collaborate closely with Client Service teams to deliver accurate, timely, and high-quality work for clients.

• Respond to evolving business priorities and support additional investment reporting and analytical needs as required.

• Follow established controls, documentation standards, and escalation processes to support data quality and operational consistency.

Qualifications

• 2-3 years of relevant experience in investment operations, trade support, finance or a similar role.

• Knowledge of financial mathematics and investment performance measurement concepts, including return calculations and commonly used performance measures.

• Strong analytical skills, attention to detail, and commitment to data accuracy.

• Ability to manage multiple priorities, organize work effectively, and meet established deadlines.

• Clear written and verbal communication skills, with the ability to collaborate across teams and functions.

• Working knowledge of Microsoft Excel and experience using databases or data-management tools.

• Resourceful and proactive approach, with a demonstrated desire to expand investment and performance-measurement knowledge.

• Ability to work effectively in an inclusive, team-oriented environment.

• Professional working proficiency in English.

• Relevant professional experience is welcomed; candidates with transferable analytical, financial, or operational experience are encouraged to apply.

• Bachelor’s degree in finance, Economics, Business, or a related field.

Equal Opportunity Employment