Senior Associate IC Investment Operations

Added
8 days ago
Type
Full time
Salary
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Related skills

reporting data management financial services investment operations microsoft excel

πŸ“‹ Description

  • Provide operational support for investment functions, products, and services, ensuring activities
  • Process service requests, transactions, inquiries, and other operational activities within defined
  • Collect, organize, validate, and format data to produce recurring and ad hoc reports, dashboards
  • Verify and reconcile information and documentation to ensure accuracy, completeness, and
  • Respond to internal and external stakeholder questions with accurate, timely, and informed guidance
  • Identify, investigate, and analyze operational issues, resolving them promptly or escalating them

🎯 Requirements

  • Typically 2–3 years of relevant professional experience, combined with a post-secondary degree in a
  • Good knowledge and understanding of relevant investment products, services, operational processes
  • Familiarity with applicable business risks, regulatory requirements, and operational control
  • Strong proficiency with relevant technology and business tools, including Microsoft Word, Excel
  • Good analytical and problem-solving abilities, with the capability to investigate issues, assess
  • Strong organizational and prioritization skills to manage multiple requests, transactions, and

🎁 Benefits

  • Competitive base salary range of $40,500–$80,000 CAD based on location, skills, experience
  • Potential eligibility for performance-based or discretionary bonuses and other rewards.
  • Health insurance and comprehensive employee benefits.
  • Accident and life insurance coverage.
  • Retirement savings plans.
  • Tuition reimbursement for continued education and professional development.
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