Settlement Officer
3 weeks ago
Infotek Consulting is searching for a Settlement Officer - this is a hybrid contract opportunity based in Toronto:
Performing middle and back office trade processing/settlement activities using Charles River
Reporting to the Head of Client Implementation for Canada, responsibilities will focus on client onboarding and implementation
.
The role will include but is not limited to:
On-going maintenance and documentation of the onboarding process to allow for efficiency, risk review and continuous improvement. This requires proficiency in:
- Transition management
- Securities settlement
- Fund settlement
- Alternative investment transactions including capital calls and hedge funds.
Transition and implementation related to new client on-boarding
Implementation of new products including:
- Planning and approval
- Documentation of trust agreements and offering materials
- Set up of transfer agent, custody and trustee
- Execution of fund launch
Implementation of third party managers including:
- Documentation
- Set up with client custodian and manager
- Execution of initial trading
Implementation of Sub-advisor changes including
- Documentation
- Coordination of set up with custodian and sub-advisor
- Transition
Maintenance of client information and delivery of services including:
- Plan mergers and dismantling of Master Trusts
- Plan name changes
- Client billing
- Client documentation
Qualifications:
Undergraduate degree in relevant finance, economics or related discipline
5+ years Portfolio Manager experience with focus on institutional client account maintenance, defined contribution platforms and trade order management experience (securities and funds)
Mutual/Pooled Fund experience would be an asset
Outstanding technical, analytical and problem solving skills; Microsoft Office competence with a strong emphasis in Excel including Macro proficiency
Strong organizational skills
Ability to manage multiple priorities and work with minimal supervision
Excellent interpersonal and project management skills with a strong attention to detail
Strong verbal and written communication skills a must
Strong Assets:
- Previous cash management experience
- Trade processing experience
- Charles River Investment Solutions experience
- Quality assurance / User acceptance testing experience
- Intermediate to advanced Microsoft excel skills
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