Operation Specialist Performance Measurement

Retirement World

Mississauga, Canada
Not specified (assumed to be hybrid based on industry norms).
Global investment performance standards (gips)
Time weighted vs. money weighted rate of return
Rbc wm operational and portfolio management systems
The Operation Specialist in Performance Measurement at Retirement World in Mississauga focuses on analyzing operational issues related to client returns and ensuring data integrity in performance calculations. The role requires strong analytical skills, a background in investment performance standards, and the ability to work collaboratively and independently in a fast-paced environment

Job Summary

  • Investigate and understand clients’ accounts and portfolios returns, analyzing fluctuation of market value/gain/losses/return of capital price changes, security level attributions etc.
  • Provide Dominion Securities, PH&N Investment Counsel and Direct Investing with superior service around clients’ portfolio performance, with specific focus around time weighted vs. money weighted rate of returns.
  • We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper.

Matching Summary

Match Score: 85

The Operation Specialist in Performance Measurement at Retirement World in Mississauga focuses on analyzing operational issues related to client returns and ensuring data integrity in performance calculations. The role requires strong analytical skills, a background in investment performance standards, and the ability to work collaboratively and independently in a fast-paced environment.

Skills & Requirements

Must-have

  • Global Investment Performance Standards (GIPS)
  • Time Weighted vs. Money Weighted Rate of Return
  • RBC WM operational and portfolio management systems
  • working independently and in group
  • fast-paced, dynamic work environment
  • analytical skills
  • research and resolve performance related matters

Nice-to-have

  • present information and data
  • stakeholders of varying seniority levels
  • MS Access, MS Excel, MS PowerPoint
  • CFA candidate
  • IT knowledge

Key Requirements

  • Level II or Level III CFA candidate

Work Rights

Not specified

Tailored Resume

Cover Letter