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Investment Operations Manager 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 ...

Marketing Manager (Investment Management))
By Compunnel Inc. At Toronto, Ontario, Canada
5 - 7+ years in the investment management industry (5 yr. Min.)
Solid project management background with demonstrated ability to deliver with efficiency, accuracy and timeliness
Strong oral and written communication skills
Strong interpersonal skills that model corporate core values
Knowledge of Seismic, DOMO Analytics, and MS Project is an asset
The Marketing Manager’s mandate includes:
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
Senior Associate - Investment Operations
By BMO At Toronto, Ontario, Canada
Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
Broader work or accountabilities may be assigned as needed. Qualifications:
Knowledge and experience using relevant systems and technology – Good.
Knowledge of the risk and regulatory requirements of the business – Good.
Provides accurate, consistent, and knowledgeable responses to internal/external stakeholder questions and requests.
Knowledge and understanding of the business unit’s key products and services, processes and controls – Good.
Finance Manager, Investment Operations
By Vaco Lannick At Greater Toronto Area, Canada
Manage Investor and management reporting
Minimum of 4 years with exposure to Asset management, Banking, Private Equity
Manage the treasury of the funds
Manage the investment accounting of the funds, including the valuation of public equities, derivatives, streams and royalty models
Prepare or review loan accounting schedules
Review of credit agreements and other legal documents, e.g. limited partnership agreements
Analyst, Investment Operations Jobs
By base2 At Greater Toronto Area, Canada
Excellent time management and organizational skills and prioritize to effectively manage tasks to completion within required timeframes
Conduct ad-hoc reporting and analysis to support key investment finance decisions
Prepare templates to reconcile manager holdings and market value to custodian records and document/investigate discrepancies
Effectively communicate with internal business partners, external fund managers, private fund administrator and custodian to investigate/resolve issues
Support any special projects and initiatives launched by the Investments Finance team
2-3 years relevant experience in investment accounting in the financial service industry (private fund/hedge fund/mutual fund background preferred)
Investment Operations, Analyst Jobs
By Brookfield Asset Management At Toronto, Ontario, Canada
Ability to multi-task with good time management skills to meet multiple reporting deadlines.
Support trade settlement and life-cycle management across various asset types such as: fixed-income, private loans, equities and derivatives positions.
Assist with various treasury functions including liquidity/cash management, reconciliation of cash balances across accounts and various reporting
Advanced knowledge of Microsoft Excel, and other office applications (ie: Power BI); experience with other technical software is advantageous.
This position offers excellent opportunities in a dynamic environment. To qualify, candidates must have:
2-3 years of experience; CPA/CFA/CAIA designation is preferred.
Manager, Investment Jobs
By dentsu At Toronto, Ontario, Canada
Grows the sophistication of the team’s media knowledge, expanding into data and technology.
Drives Media Brand and client adoption of DAN capabilities, e.g. The Story Lab, Dentsu Data Labs, Cardinal Path, ICUC, etc.
4+ years of media planning and/or buying experience focused on Broadcast Channels and a minimum of 1-year experience leading a team.
Ability to instils confidence and manage expectations with internal and external stakeholders.
Advanced analytical skills and proficient with numbers and budgets to illustrate client business objectives.
Strong negotiation, presentation and people skills.
Student, Investment Operations (Fall 2023, 4 Months)
By OMERS At Toronto, Ontario, Canada
Excellent interpersonal and communication skills are essential. Ability to build strong relationships with both internal and external stakeholders.
Ability to prioritize multiple responsibilities to meet deadlines. Needs to be flexible.
Networking and educational session with different leaders across the business
Responsible for public market securities and ensuring book of record data related to life cycle events is complete, accurate and timely.
Assist in identifying and assisting in implementing workflow improvements including automation of current processes.
Update existing procedures documentation to areas of responsibility. Assist in developing new documentation as required.
Securities / Investment Operations Analyst
By Caldwell Securities Ltd. At Toronto, Ontario, Canada
Strong organization and time management skills
Knowledge and processing of Registered Accounts (RRSP, LIF, RIF, LIRA, RESP).
University Degree related to business, accounting or finance
2-3 years previous experience at an IIROC member firm
Experience in the financial services industry
Knowledge of the rules and regulations governing the securities industry
Operations Investment Representative Jobs
By Insight Global At Toronto, Ontario, Canada
-Completed Degree/ Diploma in Finance, Business, Administration or related
-Keen eye for detail when tracking and formulating data
-Proficiency with Excel (Macros, V-Lookups, Familiarity with Access databases)
-Familiarity with the Canadian stock market is a high priority for this role
Manager, Investment Operations Jobs
By Klopp Richards & Associates At Calgary, Alberta, Canada
8-10 years operations management experience within the wealth management industry
Executes on effective management of compliance and regulatory oversight
University Degree (Business, Economics, Accounting, Finance) or equivalent related experience
Ensures investment-related activities are executed properly and provide exceptional reporting to stakeholders
Supervises and leads the delivery of client service and administration
Continually analyze operating results and costs to maximize ability to meet service level targets and realize operating efficiencies

Are you an experienced Investment Operations Manager looking for a new challenge? We are looking for a motivated and organized individual to join our team and help us manage our investments. You will be responsible for overseeing the day-to-day operations of our investment portfolio, ensuring that all transactions are accurately recorded and reported. You will also be responsible for developing and implementing strategies to maximize returns and minimize risk. If you have a passion for finance and a strong understanding of the investment industry, this could be the perfect opportunity for you!

Overview An Investment Operations Manager is responsible for overseeing the day-to-day operations of an investment firm. They manage the investment process, including portfolio management, risk management, and compliance. They also ensure that the firm is in compliance with all applicable laws and regulations. Detailed Job Description An Investment Operations Manager is responsible for overseeing the day-to-day operations of an investment firm. They manage the investment process, including portfolio management, risk management, and compliance. They also ensure that the firm is in compliance with all applicable laws and regulations. They are responsible for developing and implementing policies and procedures to ensure the firm’s compliance with all applicable laws and regulations. They also oversee the firm’s financial performance, including budgeting, forecasting, and reporting. They are responsible for developing and maintaining relationships with clients, vendors, and other stakeholders. Job Skills Required
• Knowledge of investment operations and processes
• Knowledge of financial markets and instruments
• Knowledge of risk management and compliance
• Excellent communication and interpersonal skills
• Strong organizational and problem-solving skills
• Ability to work independently and as part of a team
• Ability to manage multiple projects simultaneously
• Ability to work under pressure and meet deadlines
Job Qualifications
• Bachelor’s degree in finance, accounting, economics, or a related field
• 5+ years of experience in investment operations
• Professional certification in investment operations (e.g., CFA, CIPM, etc.)
• Knowledge of financial markets and instruments
• Knowledge of risk management and compliance
• Excellent communication and interpersonal skills
• Strong organizational and problem-solving skills
Job Knowledge
• Knowledge of investment operations and processes
• Knowledge of financial markets and instruments
• Knowledge of risk management and compliance
• Knowledge of financial regulations and laws
• Knowledge of accounting principles and practices
• Knowledge of portfolio management and asset allocation
Job Experience
• 5+ years of experience in investment operations
• Experience in portfolio management and asset allocation
• Experience in financial analysis and reporting
• Experience in risk management and compliance
• Experience in developing and implementing policies and procedures
Job Responsibilities
• Oversee the day-to-day operations of the investment firm
• Develop and implement policies and procedures to ensure compliance with all applicable laws and regulations
• Manage the investment process, including portfolio management, risk management,