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Operations Investment Representative 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
Investment Representative Jobs
By Robertson & Company Ltd. At Ontario, Canada
Proven track record of investment sales and client relationship management
Accurately complete all investment paperwork ensuring it is in compliance with all regulatory requirements.
3-5 years of experience in the financial service industry, preferably in investment sales or mortgage lending
Strong communication and presentation skills
Identify, source, and secure potential investors for mortgage fund trust.
Present and explain investment products to potential investors, ensuring they understand the potential risks and returns.
Investment Client Representative (Hybrid - Custodian Bank)
By Aston Carter At Toronto, Ontario, Canada
CSC Certification (Obtained, or in the Process Of)
Strong Communication Skills (English - Verbal & Written)
Working Knowledge of Microsoft Office (Outlook, Word, Excel)
Job duties include, but are not limited to the following:
Build and maintain strong relationships with clients through the coordination of efforts with various internal departments and divisions within the bank.
Solid understanding of Capital Markets products and processes including equity, fixed income and mutual fund markets
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.
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)
Operations Representative Jobs
By Energy Jobline At Fox Creek, Alberta, Canada
Must have a minimum of 5 years of experience in inventory management.
Ensures adherence to and compliance with Work Order Management process
Journeyman Parts Technician certification would be an asset.
Must have solid working knowledge of Oil & Gas parts/materials.
Interpersonal skills, self-confidence and negotiating skills for establishing working relationships with suppliers and vendors.
Initiate ACD (Add Change Delete) for materials when required.
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.
Operations Representative - Banking
By Fidelity Canada At Toronto, Ontario, Canada
Cash management experience is an asset
Regular interaction with internal business units and Banks to resolve payment/receipt queries and general Cash Management issues
Post-secondary program or equivalent experience
Minimum of 1 years’ full-time experience in the financial services industry particularly in a Banking role
Strong knowledge of Banking transactions
Good verbal and written communication skills, and ability to communicate well with internal departments, vendors and clients
Bilingual Investment Representative (Hybrid)
By Morgan Stanley At Montreal, Quebec, Canada
Ability to work independently, while remote, with proven time management, organizational and problem-solving skills
We offer a hybrid work environment, combining remote work and attendance in the office.
Participating in team huddles and continuing education and development
Competitive base salary and a wide range of additional benefits
Outstanding oral, written, and inter-personal communication skills
You are willing to pass any additional required licenses and qualifications required for the role
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