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Senior Associate Investment Operations Jobs

Associate/Senior Associate Investment Research Active Equities
By CPP Investments | Investissements RPC At Toronto, Ontario, Canada
Participate in meetings with the management of public corporations, industry experts and analyst calls
Advanced university degree in Engineering/Computer Science/Mathematics/Statistics or other quantitative field preferred, combined with an education in business (accounting/finance)
Strong research, analytical, financial modeling, valuation, problem solving skills and ability to think creatively
Solid verbal and written communication skills
Diverse and inspiring colleagues and approachable leaders
Stimulating work in a fast-paced, intellectually challenging environment
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;
Senior Associate, Card Operations
By Wealthsimple At Toronto, Ontario, Canada
Help manage/optimize our relationships with third party vendors
Problem solve to ensure product and customer services are supported, creating the best possible experience for our clients
Data & analytics: Has a history of using data to answer complex problems. SQL & modeling skills are an asset
Collaboration: Excellent interpersonal skills and willingness to work in collaboration with various team members
Act as a catalyst by bringing the right teams/people together within and/or across teams
Create and optimize existing business processes to improve our efficiency
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 Sales Operations Associate
By STEMCELL Technologies At Vancouver, British Columbia, Canada
Prior experience with Sales Performance Management software is highly desirable
Strong analytical skills and proficiency in manipulating large datasets using Excel and/or Database Management tools such as Tableau and Snowflake
A bachelor's or master’s degree in a related field such as business, finance, or data analytics
2+ years of relevant data analysis experience, preferably in the Sales Compensation or related Sales/Revenue Operations domain
Excellent communication skills and the ability to collaborate with cross-functional teams
Implementing data/process/tool enhancements required as part of changing business needs and maintaining appropriate documentation for governance
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.
Senior Associate, Private Investment Research / Associé Principal, Recherche En Investissement Privé
By Rally Assets At Toronto, Ontario, Canada

(Full job description, in English and French | Description complète du poste, en anglais et en français: https://rallyassets.com/wp-content/uploads/2023/04/SENIOR1.pdf Making an impact. It’s what ...

Senior Associate, Operations Jobs
By Capital One At Toronto, Ontario, Canada
At least 3 years of vendor/relationship management experience
Partner with workforce management for resource planning, hiring and change management.
Manage operations expenditure within agreed budgets and assist in forecasting future spend.
Regularly evaluate the efficiency of existing business procedures and proactively propose improvements to achieve better business outcomes and enhance customer experience.
Use knowledge of up/downstream dependencies and impacts to evolve strategies and influence agendas
Demonstrate excellent interpersonal, communication and organizational skills
Senior Underwriting Operations Associate
By Liberty Mutual Canada At Toronto, Ontario, Canada
Post-secondary education (Bachelors, Diploma etc.) and/or at least 2 years of related work experience, ideally in insurance operations
Competitive health & dental benefits plan
External education & tuition reimbursement programs
Strong written and verbal communication skills
Strong accuracy, attention to detail, and documentation skills
Employee & Family Assistance Programs
Senior Associate, Operations Manager - Recoveries
By Capital One At Toronto, Ontario, Canada
Manage fast paced operations with outsourced legal suppliers to deliver on Customer Experience and Financial goals.
At least 2 years experience working in a cross-functional environment, ensuring stakeholder expectations are managed effectively
The responsibilities of the Legal Operations Manager include:
Manage operational and performance issues that arise and work with suppliers and internal teams to implement prevention measures and controls.
Manage and monitor key operational and regulatory controls to ensure execution meets desired outcomes.
At least 3 years of experience managing Third Party Vendor operations
Senior Associate, Business Operations
By Jerry At Toronto, Ontario, Canada
3-4 years of experience in either management consulting, business operations, operations research, or manufacturing/process engineering
Partner with operations, product managers, data analysts, carrier partners, and other key business stakeholders
Super organized: You balance a packed schedule, an endless to-do list, can manage a team, and never let anything drop
Making a big impact with a Forbes Top Startup Employer
Working on products that have traction (40X revenue growth in 4 years | #1 rated app in the insurance comparison category)
Solving problems in a huge market ($2T market size)
Senior Associate, Active Investment Management – Real Assets, Tfm
By CPP Investments | Investissements RPC At Toronto, Ontario, Canada
A flexible/hybrid work environment combining in office collaboration and remote working
Strong capabilities modeling and working with data as well as developing clear communication materials accessible to both technical and non-technical audiences
Diverse and inspiring colleagues and approachable leaders
Stimulating work in a fast-paced, intellectually challenging environment
Being motivated every day by CPP Investments’ important social purpose and unshakable principles
A deeply rooted culture of Integrity, Partnership and High Performance
Senior Associate Client Operations
By dentsu At Toronto, Ontario, Canada
Knowledge and proven experience with finance, budgeting and cost control principles
Ensures client transitions, from onboarding through offboarding, are properly supported and managed.
Maintains client reporting requirements and generate reporting templates in accordance with requirements.
3+ years relevance work experience in client services or media operations
Advanced knowledge of Excel required.
Experience with contract / audit compliance.
Sales Operations Senior Associate
By Spaulding Ridge At Toronto, Ontario, Canada
Assist Sales Operations with the management of projects, including tracking, timing and current status
Manage inbound lead analysis and routing, maintaining data integrity, and de-duping.
Support sales data requirements and ensure data accuracy in Salesforce CRM
Basic functional understanding of Salesforce CRM and experience with creating reports and dashboards
Strong process and analytical skills
Strong communication skills (written and verbal), particularly with executive audiences
Central Operations Senior Associate
By Lyft At Greater Montreal, Quebec, Canada
3+ years of experience in consulting, strategy & operations, transit, technology, investment banking, analytics or related field
Advanced Excel/Google Sheets skills; SQL is a plus
Extended health and dental coverage options, along with life insurance and disability benefits
Collaborate with cross-functional, external partners, and local market stakeholders to continuously improve the spares asset demand planning processes and dashboards
Maintain accountability of the organization’s budget for spare parts
Propensity for ownership, excited about process optimization and continuous improvement
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