Found Description
Take your analytical career to CI Wealth as a Performance Associate. Provide valuable insights and ensure accurate performance data to support compliance and client relations.
This role involves validating performance calculations and performing attribution analysis to identify key performance drivers. You will work closely with portfolio managers to enhance reporting methods and streamline processes. Your efforts will directly contribute to maintaining regulatory compliance and improving operational efficiency.
Key Responsibilities:
• Validate performance calculations and investment reports thoroughly
• Perform attribution analysis to highlight performance drivers
• Collaborate on improving reporting processes for accuracy
• Ensure compliance with all necessary regulations
• Address performance-related inquiries from stakeholders
Requirements:
• Bachelor’s degree in Finance, Economics, or related disciplines
• 1-3 years of experience in performance analys...
This role involves validating performance calculations and performing attribution analysis to identify key performance drivers. You will work closely with portfolio managers to enhance reporting methods and streamline processes. Your efforts will directly contribute to maintaining regulatory compliance and improving operational efficiency.
Key Responsibilities:
• Validate performance calculations and investment reports thoroughly
• Perform attribution analysis to highlight performance drivers
• Collaborate on improving reporting processes for accuracy
• Ensure compliance with all necessary regulations
• Address performance-related inquiries from stakeholders
Requirements:
• Bachelor’s degree in Finance, Economics, or related disciplines
• 1-3 years of experience in performance analys...
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