Performance Associate, 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. 

The Performance Associate is responsible for supporting the calculation, analysis, and reporting of investment performance for clients across the CI Wealth lines of business. This role ensures accurate and timely performance data, provides insights to support client reporting, and collaborates with internal teams to enhance performance measurement processes.

What You Will Do:

Performance Calculation:Validate reasonability of portfolio performance calculations, including time-weighted and money-weighted returns, attribution analysis, and risk-adjusted measures.Validate data inputs and outputs to ensure accuracy and co...