Financial Operations Performance Associate
Location
toronto, on
Job Type
Full-time
Category
Other-General
Posted
May 26, 2026
Join CI Wealth as a Performance Associate and support investment performance reporting for our clients. This on-site role focuses on data validation, analysis, and collaboration across teams.
In this role, you will ensure accuracy in performance data processing, conduct detailed analysis, and create comprehensive reports for clients. Your strong analytical skills and advanced Excel expertise will be key in validating portfolio performance calculations. Collaborating with various internal teams enhances our performance measurement processes while ensuring compliance with regulatory standards.
Key Responsibilities:
• Validate portfolio performance calculations for accuracy
• Prepare and distribute performance reports for clients
• Conduct detailed performance attribution analysis
• Collaborate on enhancing performance calculation methodologies
• Ensure compliance with internal and regulatory standards
Requirements:
• Bachelor’s degree in Finance or related fiel...
In this role, you will ensure accuracy in performance data processing, conduct detailed analysis, and create comprehensive reports for clients. Your strong analytical skills and advanced Excel expertise will be key in validating portfolio performance calculations. Collaborating with various internal teams enhances our performance measurement processes while ensuring compliance with regulatory standards.
Key Responsibilities:
• Validate portfolio performance calculations for accuracy
• Prepare and distribute performance reports for clients
• Conduct detailed performance attribution analysis
• Collaborate on enhancing performance calculation methodologies
• Ensure compliance with internal and regulatory standards
Requirements:
• Bachelor’s degree in Finance or related fiel...