Register
Recruit Create CV

Investment Operations Associate Jobs

Manager, Investment Operations Jobs
By Manulife At Toronto, Ontario, Canada
Experience in portfolio management systems is an asset
Strong interpersonal and relationship management skills
Performs some or all of the following tasks: data management, data loads, runs scans, validation scripts, schedule production releases.
Post-secondary education and/or minimum 4-6 years equivalent work experience in the financial services industry
Successful completion or enrollment in a Project Management certificate course is an asset
Knowledge of and experience with securities instruments/settlement, foreign exchange, reconciliation, and investment accounting
Investment Operations Specialist Jobs
By Compunnel Inc. At Toronto, Ontario, Canada
Required to complete any and all Anti Money Laundering, Complaint Management and PIPEDA courses delivered by the company
Processing the daily reports monitoring know your client (KYC) updates and account opening paper requirements received with regulatory timelines.
Accounts are restricted and updated when out side of the time requirement.
Majority of this role is data entry, using excel spreadsheets and reviewing documentation received.
Experience in Dataphile is an asset;
Demonstrated proficiency in MS Office (Word, Excel) skills;
Investment Operations Analyst Jobs
By Focus Asset Management At Toronto, Ontario, Canada

Seeking an Operations Analyst with experience at an investment management firm or investment services provider. The focus of the job would be trade support, so candidates with settlements experience ...

Investment Operations Associate Jobs
By dentsu At Toronto, Ontario, Canada
Have strong time management skills in order to monitor high volume of transactions
Knowledge and proven experience with budgeting and cost control principles
Maintain client reporting requirements and generate reporting templates in accordance with requirements
Relevant work experience in client services or media operations
Advanced knowledge of Excel required
Experience with new system implementation and system integration will be an asset

Are you looking for an exciting opportunity to join a dynamic team and make an impact? We are looking for an Investment Operations Associate to join our team and help us manage our investments. You will be responsible for managing our portfolio, ensuring accuracy of our transactions, and providing timely and accurate reporting. If you have a passion for finance and are looking for a challenging and rewarding role, this is the job for you!

Overview An Investment Operations Associate is responsible for providing operational support to the investment team. They are responsible for ensuring that all investment activities are carried out in accordance with the organization’s policies and procedures. They are also responsible for providing accurate and timely information to the investment team. Detailed Job Description The Investment Operations Associate is responsible for providing operational support to the investment team. This includes ensuring that all investment activities are carried out in accordance with the organization’s policies and procedures. The Investment Operations Associate is also responsible for providing accurate and timely information to the investment team. This includes preparing and maintaining investment reports, tracking investment performance, and providing support for investment transactions. The Investment Operations Associate is also responsible for ensuring that all investment activities are compliant with applicable laws and regulations. Job Skills Required
• Knowledge of investment operations and processes
• Excellent organizational and time management skills
• Ability to work independently and as part of a team
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Proficiency in Microsoft Office Suite
Job Qualifications
• Bachelor’s degree in finance, economics, accounting, or a related field
• At least two years of experience in investment operations
• Knowledge of investment products and services
• Knowledge of financial markets and instruments
• Knowledge of financial regulations and compliance
Job Knowledge
• Knowledge of investment operations and processes
• Knowledge of investment products and services
• Knowledge of financial markets and instruments
• Knowledge of financial regulations and compliance
Job Experience
• At least two years of experience in investment operations
• Experience in preparing and maintaining investment reports
• Experience in tracking investment performance
• Experience in providing support for investment transactions
Job Responsibilities
• Ensure that all investment activities are carried out in accordance with the organization’s policies and procedures
• Prepare and maintain investment reports
• Track investment performance
• Provide support for investment transactions
• Ensure that all investment activities are compliant with applicable laws and regulations
• Provide accurate and timely information to the investment team
• Monitor market conditions and identify potential investment opportunities
• Assist in the development of investment strategies and plans