Associate, NBPP

Ventum Financial Corp. • Vancouver, BC

8d • Hybrid

About The Position

Ventum Financial Corp. is a leading Canadian-owned private client and capital markets firm recognized for its client-focused approach and entrepreneurial spirit. The company specializes in delivering unbiased financial advice and exceptional service to both individual investors and corporate clients, with a commitment to excellence and innovation. The Associate, Non-Brokered Private Placements, reporting directly to the Manager, supports the processing and administration of private placement transactions. This role focuses on ensuring accurate documentation, timely coordination with internal teams, and efficient settlement of transactions. It is well-suited for someone detail-oriented with strong organizational and communication skills.

Requirements

• Strong attention to detail and accuracy in processing financial documentation
• Effective written and verbal communication skills
• Ability to manage multiple tasks in a fast-paced, environment
• Proficiency in Microsoft Excel and general database management

Nice To Haves

• Basic understanding of capital markets or securities operations is an asset

Responsibilities

• Review and process subscription agreements for non-brokered private placements submitted by investment advisors and issuers
• Identify, and resolve documentation deficiencies through communication with advisors and issuers
• Coordinate approvals with Compliance and Credit teams
• Maintain and manage the master database for all private placement transactions
• Where applicable, work with Ventum staff members in Legal and Operations and with Issuer’s legal counsel with respect to processing and settling approved transactions
• Liaise with back-office teams to arrange Delivery Against Payment (DAP) and ensure timely settlement with issuers

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: No Education Listed