Senior Manager Performance Reporting & Attribution

Our client in financial services is seeking a Senior Manager Performance Reporting and Attribution. Reporting to the Director, Performance, Reporting & Attribution, we are looking for a highly motivated Senior Manager to join our Investment Finance & Operations team in Toronto. This individual will play a key leadership role in building a world-class, winning culture that prioritizes people development and focuses on long-term growth. This role carries direct accountability for the accuracy, completeness, and timeliness of published performance results - the authoritative numbers that Capital Markets leadership and Total Portfolio Management rely on daily.

As a member of this team, you will:

• Own end-to-end production and sign off of daily performance and attribution reporting at the business unit, strategy, and asset class levels across Capital Markets portfolios, with direct accountability for accuracy, completeness, and on-time delivery to downstream stakeholders.
• Generate detailed exposure reports by asset class, geography, currency, and sector to support portfolio oversight and decision-making.
• Lead the creation and delivery of clear, visually compelling PowerPoint presentations and Power BI dashboards to communicate key performance insights to stakeholders, including senior leadership.
• Champion the team’s transition toward digitized reporting and dynamic portfolio insights by promoting scalable, automated, and interactive delivery tools.
• Provide strategic, data-driven analysis and insights to senior management, enhancing understanding of performance drivers and portfolio positioning.
• Build and sustain trusted, collaborative relationships with key stakeholders in Capital Markets, Total Portfolio Management, Risk, and Finance to align on evolving strategies, products, and policies.
• Monitor, interpret, and communicate market trends and macroeconomic developments, assessing their implications for Capital Markets performance and balance sheet management.
• Stay informed on industry standards for performance measurement, including GIPS (Global Investment Performance Standards).
• Identify, prioritize, and lead process improvement and automation initiatives to increase efficiency, data integrity, and reporting effectiveness.
• Lead and coordinate team projects and broader departmental initiatives focused on innovation, operational excellence, and continuous improvement.
• Foster a positive team culture by supporting social and professional development activities within the Capital Markets Finance group.

To succeed in this role, you bring the following:

• Minimum of 8 years of experience in a senior investment performance and attribution role with strong investment product knowledge, including 3–5 years of people leadership and stakeholder management experience.
• Bachelor’s degree in Business, Mathematics, Engineering, or a related discipline.
• Professional designation (CFA or CIPM designation is preferred; CPA is also valued).
• A strong understanding of investment products including bonds, equities, derivatives and alternative investments, such as: private equity, real estate and infrastructure as well as related performance measurement standards and investments benchmark practices
• Demonstrated experience owning a daily production cycle for performance results in a multi-asset or multi-strategy environment, with a zero-tolerance standard for errors in published figures.
• Excellent communication skills (written and verbal) and interpersonal skills with a proven ability to build trusting relationships at all levels including C-Suite executives
• Experience managing a team in an investment reporting environment covering performance, risk and exposure
• Expert level technical skills using Microsoft Excel and PowerPoint
• Knowledge of Power BI, Microsoft SQL Server and Microsoft Co-Pilot is an asset
• Familiarity with Bloomberg PORT is considered an asset.
• Highly organized, detail-oriented, and motivated to connect the dots
• 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.”

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.

If you are already registered with The Mason Group, please contact your Recruiting Consultant directly with reference to job #20984.

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