Mutual Fund Analyst Jobs

• Effective organizational, prioritization, and time management skills;

• Experience in Dataphile is an asset;

• Demonstrated proficiency in MS Office (Word, Excel) skills;

• Excellent interpersonal skills an ability to communicate effectively with all levels of staff;

Job Title: Operations Specialist - Mutual Funds/AML & Dataphile

Duration: 6 to 9 Months (with possible extension)

Good working knowledge / experience in the financial services industry, specifically in Mutual fund and Segregated Funds administration

Work with Manager to update Desk Operating Procedures and other tasks as assigned.

Strong technical and analytical skills in running/debugging various applications and macros.

Experience within Shareholder Services or similar multi-client mutual fund administration environment

Sound knowledge of Mutual Fund and Segregated Fund taxation and compliance /regulation – including Registered Products

Sound technical and analytical skills in running/debugging various applications and macros including MS Office

Demonstrated analytical and project management skills

Be a key member of the Mutual Fund Research team that supports Advisors and Management

Contribute to the strategic management of SLFISI’s Product Shelf

Must be capable of interviewing portfolio managers effectively, leading due diligence meetings, and representing SLF.

Previous distribution or dealer experience

At least 3 years of previous experience with asset allocation and portfolio building

Good communication, organization, and time management skills

Experience in the Mutual Fund/Investment industry along with 3 years of bookkeeping or accounting experience

Good judgment and problem solving skills

Practical knowledge of financial products, Mutual fund operations

A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable

Opportunities to take on progressively greater accountabilities

Proactively engage with fund management teams and internal business teams, providing validated reporting to meet internal and external reporting requirements.

University degree (Business, Economics, Accounting, Finance) or equivalent work experience

Minimum of 3-5 yrs securities industry experience, preferably with an investment fund manager

Strong knowledge and understanding of the financial industry operations including mutual fund administration, broker dealer back offices and custody relationships

At ATB, we know that as you develop in your career, you gain many transferable skills.

Investigates and resolves process related issues and exception processing, ensuring departmental guidelines are adhered to.

Proactively engage with fund management teams and internal business teams, providing validated reporting to meet internal and external reporting requirements.

University degree (Business, Economics, Accounting, Finance) or equivalent work experience

Minimum of 3-5 yrs securities industry experience, preferably with an investment fund manager

Strong knowledge and understanding of the financial industry operations including mutual fund administration, broker dealer back offices and custody relationships

At ATB, we know that as you develop in your career, you gain many transferable skills.

Investigates and resolves process related issues and exception processing, ensuring departmental guidelines are adhered to.

Excellent communication, business development and relationship management skills.

Support the maintenance and management of the credit relationship of a diverse portfolio of Hedge Fund accounts.

A basic knowledge of hedge funds and the different strategies they employ.

Strong interpersonal skills and the ability to work effectively within a team environment.

Ability to prioritize work and manage multiple tasks while meeting time sensitive deadlines.

Strong analytical, technical, written and communication skills.

3 years of experience in Wealth management projects as a Business Analyst or Business SME

Manage the Requirements Tools used to capture and maintain the Business Requirements

Accountable to ensure that the requirements are aligned with our business objectives and stated expectations

Ensure business requirements are traceable through specifications, solution design and test cases

1 year of experience in Agile delivery methodology

3 years Canadian mutual funds industry experience

Demonstrated experience working with lending products and investment products.

SME: Strong business acumen and financial industry knowledge

Communicator: Strong negotiation, interpersonal, written and oral communications skills.

Learn voraciously, stretch you and your team’s thinking, share your knowledge and educate others!

Within approval limits approve or provide recommendations on credit products based on thorough, accurate and appropriate credit interviewing and underwriting skills

Hold or willingness to obtain Mutual fund accreditation and maintain thorough knowledge of economic and market conditions

Positive impact through effective management of workflow and support of team

Good working knowledge / experience in the financial services industry, specifically in Mutual fund and Segregated Funds administration

Work with Manager to update Desk Operating Procedures and other tasks as assigned.

Strong technical and analytical skills in running/debugging various applications and macros.

Responsible for quality of processing / client experience for assigned client groups

Participate in client–specific process reviews and improvements, generally as assigned by Manager or Senior Manager

• 4+ years of industry experience, working in the buy side – ideally in BA role

• Fixed income knowledge – Bonds, commodities, interest rates and credit

• Experience with some software development, like Python

Technical Business Analyst – Multi award-winning fund - $130,000 CAD - Montreal

• Degree from reputable university with a high GPA

• Bubbly personality with a desire to learn and progress!