Senior financial analyst - performance reporting and attribution

Our client in financial services is seeking a Senior Financial Analyst, Performance Reporting & Attribution to join their Toronto-based Investment Finance & Operations team. Reporting to the Senior Manager, Performance, Reporting & Attribution, this role focuses on performance measurement, attribution, and reporting for investment portfolios. The Senior Analyst will calculate portfolio and benchmark performance, and provide actionable insights through attribution analysis and dynamic evaluation of return drivers, supporting a culture that values people development and long-term growth.Responsibilities of the Senior Financial Analyst, Performance Reporting & Attribution is as follows but not limited to: Produce accurate performance and attribution reporting at the business unit, strategy, and asset class levels across Capital Markets portfolios.

Generate detailed exposure reports by asset class, geography, currency, and sector to support portfolio oversight and decision-making. Develop clear, visually engaging Power Point presentations and Power BI dashboards to communicate key performance insights to stakeholders, including senior leadership. Support the team’s shift toward digitized reporting and dynamic portfolio insights, promoting scalable and interactive delivery tools.

Deliver actionable, data-driven analysis to senior management, enhancing understanding of performance drivers and portfolio positioning. Build and maintain trusted partnerships with stakeholders in Capital Markets, Total Portfolio Management, Risk, and Finance to stay aligned with evolving strategies, products, and policies. Monitor and interpret market trends and macroeconomic developments, assessing their impact on Capital Markets performance and balance sheet positioning.

Stay informed on industry standards for performance measurement, including GIPS (Global Investment Performance Standards). Identify and implement process improvements and automation opportunities to enhance reporting efficiency and data accuracy. Lead or actively contribute to team projects and broader departmental initiatives, with a focus on innovation and continuous improvement.

Engage in team culture-building activities, supporting both social and professional development within the Investment Finance & Operations group. TMGNYRequirements A minimum of 5+ years experience in financial analysis, investment reporting, or a related role, ideally with exposure to institutional performance and risk measurement. A bachelor’s degree in Business, Mathematics, Engineering, or a related discipline.

Progress toward or completion of the CFA or CIPM designation is preferred; CPA is also valued. Proficient in building systematic data solutions, including use of SQL. Skilled in developing dashboards and data visualizations using Power BI.

Familiarity with Bloomberg PORT is considered an asset. An understanding of investment products including bonds, equities, derivatives, and alternative investments. Strong analytical mindset, capable of handling large data sets and performing insightful, complex analysis, with advanced Excel skills.

Highly organized, detail-oriented, and motivated to learn and improve. A track record of driving process improvements that enhance efficiency and add value. Strong team player with a positive attitude, willingness to help colleagues and “go the extra mile.” Excellent communication and interpersonal skills, with the ability to translate complex data into clear insights.

Additional Information: The Mason Group is committed to fostering a diverse, inclusive, and accessible recruitment process. We welcome applicants from all qualified candidates. Accommodations are available upon request for candidates participating in all stages of the recruitment process, in accordance with the Accessibility for Ontarians with Disabilities Act (AODA).

This role is for an immediate vacancy, and we are actively hiring.