Specialist Ii, Portfolio Trading & Analysis

OUR BOTTOM LINE IS DIFFERENT.

There's something special about working at ATB, and it's been recognized on every top employer list that matters. Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work. Maybe it's our commitment to a growth mindset and our unrelenting thirst for making it possible for fellow Albertans—even the ones who aren't our clients.

Whatever it is, you won't find a more genuine, driven and knowledgeable group of humans anywhere. We foster a culture of purpose, performance and possibilities. We engage with intense curiosity, and bring our whole selves to work, every day. We know it starts with people like you, so take a chance and start with us.

Department: ATB Investment Management, ATB Wealth

Job Number: REQ6467

Location: Edmonton or Calgary

Hybrid: You'll work both remote and onsite, where time onsite is based on your job accountabilities and performance objectives

Apply by: July 26, 2023

Paygrade: J-OTH

System Title: Fulfillment & Servicing, Investment Operations 5

# Positions available: 1

Leader: Andrea Brake

As ATB's next Specialist II, Portfolio Trading & Analysis, you are integral to the success of ATB Investment Management's partnerships with our investment fund and Private investment counsel teams in order to provide best-in-class service and support to our customers. In this role you will be a curious thinker, a master problem solver, and able to work in fast pace, high pressure situations while still completing tasks quickly and accurately.

Accountabilities

• Identify requirements (e.g., from regulatory changes) and implement process and efficiency improvements for front-end and back-end processes (e.g., trading, settlement, analysis & reconciliation)
• Investigate and resolve process related issues in support of exceptional customer care
• Cultivate relationships with key stakeholders, vendors, third party requesters, high value clients, and internal ATB partners
• Create training materials and provide coaching to team members on how to execute processes
• Provide support for investment transactions and portfolio administration (e.g. investment trading, holdings/transaction reconciliations, portfolio analysis) and ensure departmental guidelines are adhered to
• Monitor and facilitate the day-to day transactions and workflow of a multi-asset class trade desk to support investment fund and discretionary client businesses
• Perform quality assurance and ensure adherence to departmental guidelines and established service level agreements (SLAs)

Requirements

• Investment industry courses (i.e. Canadian Securities Course, IFIC, Trading, Investment Funds Operations, etc.) Enrollment in the CFA program is considered an asset
• Strong operational expertise with the effective use of technology and tools
• Strong knowledge and understanding of the financial industry operations including mutual fund administration, broker dealer back offices and custody relationships
• Strong attention to detail with the ability to organize, multitask and prioritize effectively in a fast paced, changing environment
• Exceptional oral and written communication of technical information for technical and non-technical audiences
• Minimum of 2-5 years securities industry experience, preferably with an investment fund manager
• Capable of working effectively under pressure and within tight deadlines
• Excellent writing, listening and presentation skills with a proven ability to disseminate information effectively to other team members at all levels of the organization
• University degree (Business, Economics, Accounting, Finance) or equivalent work experience

At ATB, we know that as you develop in your career, you gain many transferable skills. If you believe your experience and qualities are what we are looking for, please consider applying!

Interested? If you know one of our team members, BEFORE applying, reach out to them and ask them for a referral link to help your application stand out.

Online applications are preferred. Please let us know if you require any accommodations.

Benefits

Be great. Be you. Believe.

We are dedicated to building a workforce reflective of the diversity within our communities and creating an environment where every team member has what they need to reach their potential. We encourage candidates from all equity-seeking groups to apply.

What happens next?

Thank you for applying online. If you are shortlisted for this opportunity, you will hear from us after the posting close date regarding next steps. We might ask you to participate in a digital interview or phone interview. If you require any accommodations, please let us know.

Stay in touch!

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