Performance and Attribution Analyst / Manager

Overview

Interested in joining one of Canada’s fastest growing asset managers? Canoe Financial is looking for a technically strong and intellectually curious Performance & Risk Analyst / Manager to help power the analytics behind our portfolios. This is a high impact role at the intersection of portfolio analytics, risk oversight, and data innovation, where your work will directly support portfolio managers, senior leadership, and product reporting.

We foster a builder mindset and an ownership culture where motivated people are given room to grow and deliver real results. If you perform well in a fast paced, high accountability environment and enjoy transforming complex data into clear, actionable insight, you will find meaningful opportunity to make your mark here.

Responsibilities

Performance Analysis & Attribution

• Calculate and validate portfolio and benchmark performance across multiple asset classes (equities, fixed income, alternatives).
• Perform performance attribution analysis using Bloomberg PORT Enterprise and other internal tools.
• Reconcile and explain return differences between internal systems, custodians, and external managers.
• Support daily, weekly, and monthly portfolio risk reporting, including VaR, tracking error, factor exposures and stress testing.
• Collaborate with portfolio managers to monitor exposures, sector/industry allocations, and style tilts.
• Analyze liquidity risk, credit risk, and interest rate sensitivity metrics using Bloomberg PORT and complementary sources.
• Build, maintain, and automate dashboards and reporting frameworks in Excel and Power BI for internal stakeholders and clients.
• Support board, executive, and compliance reporting with performance and risk insights.
• Assist in integrating data from Bloomberg, custodians, OMS, and internal sources into centralized dashboards.

Process Enhancement

• Work with IT, operations, and external data providers to optimize the data pipeline and reporting accuracy.
• Lead or support initiatives around new analytics tools, data models, and reporting best practices.
• Ensure compliance with GIPS and internal standards where relevant.

Qualifications

• 3+ years of experience in performance measurement, portfolio analytics, or investment risk at an asset manager, pension fund, or financial institution.
• Strong knowledge of Bloomberg PORT Enterprise and its application for attribution and risk analysis, Bloomberg BQL, and Excel (pivot tables, advanced formulas).
• Understanding of portfolio theory, fixed income and equity analytics, and investment products.
• Experience with data visualization and storytelling for investment teams or clients.
• Proficient with SQL, Python, PowerBI and other data tools.
• Knowledge of GIPS standards and performance audit practices.
• Bachelor’s degree in finance, economics, mathematics, statistics, engineering, or a related field is preferred.
• CFA designation or demonstrated commitment to professional development in investment analytics.

Salary Range

$90,000.00 - $140,000.00

Salary will vary depending on factors such as experience, education and qualifications. The salary range listed above reflects Canoe’s expected compensation for the first year in this position. An annual performance bonus contributes to the total compensation for this position.

Note to Applicants

This posting is for an existing vacancy. Canoe may use artificial intelligence to screen, assess or select applicants.