Job Description
Join a high-energy team as a Retail Portfolio Operations Analyst at one of Canada's finest asset managers. This hybrid role combines remote work with in-office collaboration for success.
As part of the Retail Portfolio Operations team, this Analyst position offers opportunities for learning and development. You will maintain and reconcile essential data while working with external parties and addressing client queries. Your contributions will enhance the efficiency of client reports for High-Net-Worth clients and improve various processes.
Key Responsibilities:
• Maintain and reconcile client portfolio and fund data
• Work collaboratively with custodians and internal teams
• Produce detailed reports for High-Net-Worth clients
• Support fundraising inquiries and performance assessments
• Assist with process improvement initiatives
Requirements:
• Bachelor’s degree in Business, Finance, or similar
• Proficie...
As part of the Retail Portfolio Operations team, this Analyst position offers opportunities for learning and development. You will maintain and reconcile essential data while working with external parties and addressing client queries. Your contributions will enhance the efficiency of client reports for High-Net-Worth clients and improve various processes.
Key Responsibilities:
• Maintain and reconcile client portfolio and fund data
• Work collaboratively with custodians and internal teams
• Produce detailed reports for High-Net-Worth clients
• Support fundraising inquiries and performance assessments
• Assist with process improvement initiatives
Requirements:
• Bachelor’s degree in Business, Finance, or similar
• Proficie...