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Senior Manager, Investment Performance Analytics

  • Toronto, ON, M5H 0B4, Canada

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Experience
5+ years of experience within investment performance measurement, investment analytics, asset management operations, or related investment management functions.
Posting language
English
Posted

Original job description

Requisition ID: 276647

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.

Purpose:

The Senior Manager, Performance Analytics is responsible for managing performance measurement, attribution, and analytics activities across a diverse range of investment products. The role supports data governance, process improvement, and analytical initiatives while providing insights that support investment management, product management, sales, compliance, and other business stakeholders. The position also leads a team of analysts responsible for performance oversight, analysis, and the delivery of performance-related insights.


Is this role right for you? In this role you will:

  • Oversee performance measurement, attribution, benchmark validation, and reporting activities across mutual funds, pooled funds, hedge funds, institutional mandates, ETFs, and separately managed accounts for 1832 AM and other Scotiabank entities.
  • Support the execution of the 1832 Performance Analytics strategy, aligning team objectives with business priorities and organizational goals.
  • Support ongoing enhancements to performance measurement, attribution, benchmarking, and investment reporting capabilities.
  • Ensure the accuracy, completeness, and timeliness of performance reporting delivered to internal and external stakeholders.
  • Review and interpret performance results, attribution analysis, and portfolio characteristics to provide meaningful insights.
  • Identify opportunities to enhance scalability, automation, and operational efficiency through SQL, Python, Power BI, and database technologies.
  • Partner with Technology and Data teams to establish robust data governance, data quality, and data management frameworks that support performance measurement and reporting.
  • Participate in complex initiatives involving system implementations, data integration, reporting modernization, and operating model improvements.
  • Support executive management, portfolio managers, sales teams, product teams, and institutional clients with investment performance analysis and reporting.
  • Continuously evaluate business processes and identify opportunities for automation and efficiency gains.
  • Evaluate and recommend opportunities for advanced analytics, process automation, and emerging technologies, including artificial intelligence and machine learning where appropriate.
  • Maintain robust controls surrounding performance calculation, benchmark administration, data validation, and reporting processes.
  • Ensure appropriate documentation, auditability, and governance of methodologies, procedures, and analytical models.
  • Provide leadership, coaching, mentorship, and performance management to a team of Performance Analysts and Senior Analysts.
  • Foster a high-performance culture focused on accountability, innovation, collaboration, and professional development.
  • Build technical capabilities across the team in areas including data analytics, reporting automation, database querying, and business intelligence.
  • Actively pursues effective and efficient operations of his/her respective areas in accordance with Scotiabank’s Values, its Code of Conduct and the Global Sales Principles, while ensuring the adequacy, adherence to and effectiveness of day-to-day business controls to meet obligations with respect to operational, compliance, AML/ATF/sanctions and conduct risk.

Do you have the skills that will enable you to succeed in this role? – We’d love to work with you if you have:

  • Undergraduate degree in Finance, Mathematics, Economics, Computer Science, Business Analytics, Statistics, Data Science, or a related discipline.
  • CFA designation or progress toward completion strongly preferred.
  • Advanced SQL skills with experience querying large and complex databases.
  • Strong understanding of investment management systems and platforms (Eagle, Simcorp, Charles River, Bloomberg, FactSet, Morningstar Direct, or equivalent).
  • 5+ years of experience within investment performance measurement, investment analytics, asset management operations, or related investment management functions.

Work Arrangement:

  • Work in a standard office-based environment; non-standard hours are a common occurrence. Moderate travel domestically and internationally.


Interested?

At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That is why we work to grow and diversify talent and engage employees in a performance-oriented culture.


What's in it for you?

Scotiabank wants you to be able to bring your best self to work – and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs.

Location(s):  Canada : Ontario : Toronto 

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.  

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our  Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.

More about this job

Responsibilities

The Senior Manager oversees performance measurement, attribution, and reporting activities across diverse investment products while leading a team of analysts. They are responsible for driving process improvements, ensuring data governance, and providing actionable insights to internal and external stakeholders.

Requirements

Candidates must hold an undergraduate degree in a relevant field and possess at least 5 years of experience in investment performance measurement or analytics. Proficiency in SQL and familiarity with investment management platforms like Eagle, Simcorp, or Bloomberg are required, with a CFA designation strongly preferred.

Skills

  • Performance measurement
  • Attribution analysis
  • SQL
  • Python
  • Power BI
  • Data governance
  • Investment management systems
  • Benchmark validation
  • Financial reporting
  • Database technologies
  • Team leadership
  • Mentorship
  • Process automation
  • Data quality management
  • Portfolio analysis

Benefits

  • Flexible benefit programs
  • Holistic well-being support

Visa sponsorship

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Categories

  • Finance & Accounting
  • Data & Analytics
  • Management & Leadership

Keywords

  • Investment Performance
  • Performance Analytics
  • SQL
  • Python
  • Power BI
  • Data Governance
  • Asset Management
  • CFA
  • Benchmark Administration
  • Financial Reporting
  • Automation
  • Database Management
  • Investment Management
  • Portfolio Characteristics
  • Business Intelligence
  • Data Quality
  • Eagle
  • Simcorp
  • Charles River
  • Bloomberg
  • FactSet
  • Morningstar Direct
  • Artificial Intelligence
  • Machine Learning
  • Performance Measurement

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