Investment Analyst Internship
3 weeks ago
Our client, a downtown investment counsel requires an Investment Operations Analyst to join their team. Reporting to the Manager – Operations, this individual will be responsible for overseeing the day-to-day investment operations for the High Net Worth (“HNW”) business unit. In addition to this, the Investment Operations Analyst is responsible for building and maintaining key outsourced service relationships (Recordkeeping, Custody, etc.). Cash projection management for HNW accounts
Reconciliation of cash, security positions and book values
Foreign exchange of currencies for HNW accounts
Manage on-boarding / off-boarding and transfers of client and staff accounts
Prepare year-end (Q1) taxes and ad-hoc reporting packages for high-net worth clients:
Work with the Marketing Department to update website with tax timelines
Verify T4RSP, ROF, LIF, R16, NR4, TFSA data from FGP’s recordkeeper
Create and mail client tax packages
Processing corporate actions
Security pricing and maintaining internal securities database
~ As a small company, it is key that the individual becomes trained on all aspects within their respective business unit.
The ideal candidate will have a minimum of 3-5 years of investment operations experiences, working for an investment management firm or a financial institution. University or College Graduate
Canadian Securities Course or Investment Funds Institute of Canada course
Excel experience (macros, lookups, etc.) Knowledge of investment account types and registered plans (RRSPs, TFSAs, RRIF, LIFs, RESPs etc.)
TDS Personnel is an equal opportunity employer and is committed to providing employment in accordance with the Ontario Human Rights Code and the Accessibility for Ontarians with Disabilities Act. Accommodations within reason due to a disability or medical need are available on request for candidates taking part in the recruitment process.
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