Investment Performance Analyst, Managed Programs

Overview

Investment Performance Analyst, Managed Programs

Job Category : Finance & Operations

Requisition Number : INVES

Location : Toronto, ON M5H1J9, CAN

Description

Investment Performance Analyst, Managed Programs

Location : This in-office position will be based out of our Toronto office.

Our organization :

Founded in 2017, Wellington-Altus Financial (Wellington-Altus) is the parent company to Wellington-Altus Private Counsel Inc., Wellington-Altus USA Inc., Wellington-Altus Insurance Inc., Wellington-Altus Group Solutions Inc., Independent Advisor Solutions Inc., and Wellington-Altus Private Wealth Inc.—the top-rated

• investment dealer in Canada and one of Canada’s Best Managed Companies. With nearly $40 billion in assets under administration and offices across the country, Wellington-Altus identifies with successful, entrepreneurial advisors and portfolio managers and their high-net-worth clients.
• Investment Executive 2025 Brokerage Report Card.

The opportunity :

Reporting to the Associate Vice-President, Managed Programs, the Investment Performance Analyst, Managed Programs is responsible for supporting investment performance measurement, monitoring and reporting activities delivered through Envestnet and within Wellington-Altus Private Wealth (WAPW) Managed Programs.

The Investment Performance Analyst, Managed Programs will ensure that performance returns, benchmark returns, and performance attribution are calculated correctly and ensure that analytical reviews, reasonability checks and established processes are completed and followed in accordance with WAPW Investments Policies, Guidelines, and Procedures.

This role will provide subject matter expertise on reporting standards and industry best practices for the delivery of client investment performance reporting and is expected to drive forward continuous improvement in the delivery of investment performance information at WAPW. The role will also assist in delivering actionable, performance-based insights for communicating to and assisting WAPW advisors and key stakeholders.

Key responsibilities include :

The Ideal candidate will possess :

Bachelor’s degree in commerce, finance, economics, mathematics or a related field of study.

CFA or CIM candidate considered an asset.

Minimum 3-5 years of relevant work experience in investment performance analysis or a similar role within asset management.

Policy and practice management experience in a private client / retail advice setting would be considered a significant asset.

Strong familiarity with performance measurement systems (e.g., FactSet, Bloomberg PORT, Morningstar Direct, or similar tools).

Knowledge of GIPS standards and other relevant performance reporting frameworks.

Programming / scripting experience is an asset.

Conditions of employment :

Wellington-Altus Private Wealth is strongly committed to equity and diversity within its community and welcomes applications from women, racialized persons, Indigenous peoples, persons with disabilities, and persons of all sexual orientations and genders. All qualified individuals who would contribute to the further diversification of our organization are encouraged to apply.

If you require accommodation for the recruitment process, please let us know at the point of application.

To apply :

Click the Apply for This Job button to submit your resume, cover letter and salary expectations. You will be contacted if you are selected for an interview. More information about working at Wellington-Altus can be found on our website at

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