Full time associate

2 weeks ago


Toronto ON, Canada Aligned Capital Partners Inc. Full time

ACPI) is a fast-growing investment dealer looking to expand our Unified Managed Accounts (UMA) team. The UMA Platform provides direct access to some of the top asset managers in the world in a single platform with a wide range of investment vehicles. Our corporate culture encourages teamwork, service excellence, creativity, and initiative. We are currently hiring for a full–time UMA Associate to join our team in Toronto .

Help support the core trading and portfolio modeling responsibilities. Collaborate with the team, internal and external partners to identify and resolve reconciliation issues. Anticipate and avoid potential issues to mitigate risk.
Articulate your Broker-Dealer and/or Investment Management operations knowledge to help facilitate the rapid growth of our platform. Experience using portfolio management systems or investment book of record technologies would be an asset.
You should understand financial markets, asset management and complex investment strategies. Manage and participate in ad-hoc projects as needed

Engage with Investment Advisors and Portfolio Managers in a meaningful way to help support their book of business. Bachelor degree or relevant work experience in finance, or related fields.
Strong skills working with business applications/technology, including Microsoft Office Suite
Completion or enrolled in investment industry courses such as, Canadian Securities Course (CSC), & Conduct and Practices Handbook (CPH) is an asset

Investment in your training and development



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