Investment Operations and Business Management - Associate
About The Position
Support critical investment-related decision making and execution through timely reporting and thoughtful analysis. As an integral member of the team, you will bring experience with portfolio operations, portfolio analytics, performance attribution, trade settlement, compliance, risk management, etc. You will have an interest in financial markets, asset allocation, portfolio management and trading. You will demonstrate the ability to effectively manage multiple priorities, possess strong computer skills including extensive experience with Microsoft Office, and be familiar with Bloomberg. You will also demonstrate the ability to collaborate cross-functionally across teams/vendors/counterparties, possess excellent organizational, communication and interpersonal skills, and have a proven ability to work within a team environment and organize and complete work within tight deadlines.
Requirements
- 0-4 years of experience in a middle office role supporting portfolio management/trade floor (ie. portfolio analytics, performance attribution, trade settlement, compliance, etc.)
- Bachelor/BBA/BCom or related degree program with Finance concentration.
- Strong computer skills; including extensive experience with Microsoft Office.
- Familiarity with Bloomberg.
- Demonstrated ability to collaborate cross-functionally across teams/vendors/counterparties.
- Excellent organizational, communication and interpersonal skills.
- Proven ability to work within a team environment.
- Proven ability to organize and complete work within tight deadlines.
Nice To Haves
- Experience with coding languages is an asset.
- Experience with AI/automation is an asset.
- CFA degree or progress towards the designation is an asset.
Responsibilities
- Prepare and communicate recurring portfolio analysis/reporting, including exposure, risk management, transactions, performance, etc.
- Manage trading support infrastructure – exposure, compliance, available cash, etc.
- Manage trade settlement.
- Assist in preparation of internal and external presentations.
- Contribute to macro, asset class and security specific commentary.
- Assist investment team in discrete tasks related to asset allocation, security diligence, trading and portfolio construction.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
